Financial Analysis Consultant

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 [email protected].

Location: Chicago, IL (hybrid)

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