Investment analyst job description

Make your next move an expert one.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.

Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.

Join our team as a Portfolio Servicing Analyst in Atlanta, GA.

Who you are:
As a commercial real estate professional, you shall be responsible for the duties of Loan Asset Management and Administration for a portfolio of commercial real estate mortgage loans originated by Colliers International for life insurance company clients. Ultimately, you bring a passion for real estate, strong intellectual capabilities, and demonstrated ability to work independently as well as part of a collaborative team.
You possess strong communications skills and are able to build strong professional relationships with others.

What you bring:
3 - 5 years of commercial real estate mortgage loan portfolio management and servicing experience for Life Company loans preferred.Experience with CREFC methodology in Financial Statement Analysis.Thorough understanding of Key Performance Indicators such as Debt Yield, Debt Service Coverage Ratio, LTV, Cap Rates, Occupancy Costs, and Breakeven Analysis. Experience using FICS (Commercial Servicer) Loan Management Software or other comparable loan servicing software Proficiency with MS Office including MS Excel.

Bonus skills and experience:
Experience in standard Loan Administration duties Knowledge of Real Estate loan underwriting is a plus

What success looks like:
You review and prepare periodic financial statement analysis (quarterly/annually) for properties in the loan servicing portfolio You will track Key Performance Indicators in order to identify any potential negative trends or risks in the portfolio and make oral and written recommendations for mitigating risks You will be responsible for Quarterly Watch List Reports for various lenders You will manage limited loan administrative functions of a commercial mortgage loan portfolio and maintain data integrity in the Loan System.You have experience surveilling diverse complex portfolio of commercial real estate mortgage loans You will assist the Managing Director in the review, analysis, and preparation of written recommendations of Borrower Request to lender
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Make your next move an expert one and join us as we lead the industry into the future.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.

• Bachelor's degree with an emphasis in finance, economics, or accounting
• 3+ years of relevant work experience
• Experience with Morningstar, Bloomberg, or FactSet
• Advanced Excel
• Must have general knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, and Principal Global Investors' network of specialized investment groups and affiliate product offerings

Preferred Skills:

• CFA designation, or progression towards
• Charles River is a bonus, but not necessary
• Must be a self-starter and have good written and verbal communication skills, be detail-oriented and have strong analytical skills
• Ability to efficiently and effectively research, compile and analyze information
• Ability to manage multiple tasks, work independently in a non-structured environment, and drive results

This position may be subject to SEC restrictions on personal political contributions

Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range $97900 - $136800 / year Additional Information

Location

This role will be based out of our Corporate Headquarters located in Des Moines, IA. We're open to considering hybrid talent working three days in the office and two days from home.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics

For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury.

Unum's two distinct, but similarly focused US businesses - Unum US and Colonial Life - are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.

Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine and Baton Rouge, Louisiana - and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide.

This position is responsible for researching taxable and tax-exempt municipal bond investments for a $5+ billion municipal credit portfolio. The individual will provide credit opinions and recommendations on municipal securities to Portfolio Managers, the Head of Research, and the Chief Investment Officer. These opinions and recommendations are utilized to evaluate risk and are the basis for buy/sell/hold decisions.
Principal Duties and Responsibilities

Credit Review and Analysis

Assess credit quality of various municipal bond offerings issued by the municipal sectors using a variety of research tools including but not limited to Bloomberg, rating agencies, third-party research, EMMA, etc. Assign/maintain formal ratings (e.g., outlook, trading, ESG, etc.) on taxable and tax-exempt municipal securities and their respective sectors Monitor and make recommendations regarding exposures to respective issuers and municipal sectors For assigned issuers/sectors, provide written research reports and timely updates when appropriate


Credit Management and Trading Recommendations


Maintain and develop research contacts and resources with a variety of street, and rating agency analysts Effectively communicate with and critically analyze comments of CEOs, CFOs and Investor Relations Officers within public finance Make investment recommendations on the purchase or sale of municipal bonds to the Head of Research and Portfolio Managers Monitor sector trends and developments such as legislative changes, rating agency outlooks, legal rulings, etc., which could impact the municipal market and/or municipal portfolio Assume responsibilities for special projects or other duties when required


Job Specifications


Minimum Bachelor's degree required; MBA and/or CFA credentials preferred 2+ years relevant work experience in investments; solid knowledge of fixed income markets, economics and credit research required Experience with municipal securities/public finance preferred Strong written and verbal communications skills, with the demonstrated ability to quickly and effectively communicate ideas and recommendations Proficiency with Bloomberg and Microsoft Office tools, especially Excel; ability to learn new software Strong financial research skills, producing and maintaining quantitative financial models Excellent problem-solving skills, documentation skills and ability to thrive in a fast-paced environment


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Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

Company:
Unum