Financial Solutions Advisor providing investment advice and customized financial solutions at Bank of America. Collaborating with clients on investment strategies to achieve their financial goals.
About the role
- Senior Investment Director managing approximately $6 billion in assets at PALIG. Requires expertise in corporate bond credit research and collaboration in investment decision-making.
Responsibilities
- Pan-American Life Insurance Group (PALIG) is seeking a Senior Investment Director to join our Investments team.
- This officer-level position focuses on delivering the best risk-adjusted returns for the portfolio.
- The role requires deep expertise in corporate bond credit research.
- Conducts quantitative and qualitative analysis of investment securities and sectors.
- Performs financial modeling and research relevant to PALIG’s investment portfolio.
- Sources new issue and secondary market opportunities offering strong relative and absolute value.
- Prepares investment portfolio summaries and detailed reports.
Requirements
- MBA and undergraduate degree with a focus in Finance or Economics required.
- 7–10 years of relevant experience required.
- Chartered Financial Analyst (CFA) designation or active pursuit of the CFA is required.
- Strong understanding of financial and investment terminology.
- Proficiency in Bloomberg and Microsoft Office Suite (intermediate level or higher).
- Excellent communication and organizational skills.
- Ability to manage multiple tasks and meet deadlines.
- Spanish language proficiency preferred.
Benefits
- Competitive compensation package (base salary & bonus).
- Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement.
- Medical and dental coverage available starting the first of the month following 30 days of service.
- Hybrid work opportunities.
Job title
Job type
Experience level
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Degree requirement
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