Posting Date

Support the Fixed Income Portfolio Managers through credit research and quantitative analysis and the Equity Portfolio Manager with equity index portfolio management analysis. The analyst should have a passion for investing and a strong desire to make investments that reflect the values of Everence and make a positive impact in the world.

Responsibilities and duties

  1. Provide comprehensive research on bond issuers. This responsibility will entail financial research, ESG (Environmental, Social and Governance) research, credit and equity reports, and conversations with various parties.
  2. Support the equity portfolio manager in making investments for the Praxis domestic equity index funds.
  3. Monitor assigned market sectors to ensure that the fixed income team understands the status and the future direction of holdings in that sector to facilitate good investment decisions. The position also includes understanding the broad economic picture and how this influences bond portfolios.
  4. Gain proficiency with various investment software applications including Bloomberg, BondEdge, and Northfield. The position also includes constructing, enhancing and using spreadsheets on Excel. These projects should lead to greater efficiencies in the investment process and improved understanding for the investment process.
  5. Willingness to travel a few times a year to conferences and seminars to improve investment skills and software application understanding.

Qualifications

Education: Bachelor’s degree

Experience: Two to three years general investment experience expected; SRI/ESG investing experience is helpful.

License(s): CFA Charterholder or CFA candidate preferred.

Skills and Abilities:

  1. Strong written and verbal communication skills.
  2. Expertise in Excel and other standard Microsoft Office applications.
  3. Must work well with others and actively contribute to internal debates and discussions on investment ideas.

Schedule: Full-time

Location: Everence Corporate Office – Goshen, IN

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