Investment Forecasting Finance Jobs

1 job found

Today

Financial Analysis Consultant

CNA Insurance Chicago, IL

Chicago, IL

Today

$72k - $141k/yr Full time Data Analysis Financial Analysis Financial Planning

Apply Now

Job Description

Join CNA’s Investments, Treasury and Investor Relations division to support investment income planning, forecasting, portfolio analytics, and management reporting.

Responsibilities

Own the preparation of monthly investment management reports and analyze portfolio results, investment performance, reinvestment activity, analytics, risk metrics, and significant trends.
Present insights with clear, concise communication to senior leadership including the CIO, CFO, and Treasurer.
Lead investment income planning and forecasting, including developing key assumptions and evaluating drivers of deviations in investment income versus prior and plan; build stakeholder buy-in.
Partner on investment portfolio matters across the organization by evaluating financial implications of portfolio decisions and market movements with enterprise risk management, investor relations, long-term care finance and actuarial, and other business areas.
Support quarterly earnings analysis, rating agency requests, peer analysis, strategic initiatives, and ad hoc modeling requests.
Lead projects and key team objectives, including identifying opportunities to improve and streamline core reporting processes.

Requirements

3+ years of relevant experience.
Strong investment acumen, with particular strength in fixed income concepts; connect portfolio activity, market movements, and investment strategy to financial results.
Knowledge of GAAP accounting principles, practices, and procedures, including technical experience with the balance sheet, income statement, and statement of cash flows (as applicable).
Proven project management, organizing, and planning skills; ability to manage competing priorities and deliver on schedule.
Ability to synthesize complex information into a management-level narrative emphasizing the most relevant trends, drivers, risks, and implications.
Strong interpersonal, presentation, verbal, and written communication skills with the ability to partner with internal and external business stakeholders.
Very strong proficiency with Microsoft Office Suite and other business-related software systems.

Education & Experience

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Typically 5 to 7 years of related experience in financial analysis, investment reporting, investment accounting, or a related field.
CFA designation or progress toward the CFA designation is a plus.

Tools / Technologies

Microsoft Office Suite

Compensation

Salary range: USD 72,000 - 141,000 per year.
National base pay range (where required by local law): $72,000 to $141,000 annually in the District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York, and Washington.

Reporting Relationship

Director or above

Additional Notes

As determined by CNA and depending on experience and/or qualifications, candidates may be hired into one of two roles: Financial Analysis Consultant or Senior Financial Analyst.
CNA utilizes AI-enabled technology during the recruiting process. For more information, visit the careers page.
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, contact leaveadministration@cna.com.

Location: Chicago, IL (hybrid)

Compensation: USD 72,000 - 141,000 per yearly

View full job page →

Get Investment Forecasting Finance Jobs alerts

New Investment Forecasting Finance Jobs, daily.