Virginia Farm Bureau Family of Companies
Investment Analyst
Virginia Farm Bureau Family of Companies, Richmond, Virginia, United States, 23214
Overview
The Investment Analyst role provides critical support in monitoring compliance, credit quality, and market activity across the company’s investment portfolios. This position is designed for individuals with a strong academic background in finance and an interest in developing expertise in investment management. The Investment Analyst will assist in credit surveillance, compliance reporting, portfolio monitoring, and market research. The role provides exposure to institutional portfolio management while supporting Virginia Farm Bureau’s investment function. Responsibilities
Compliance & Monitoring: Perform post-trade compliance checks to ensure adherence to the Investment Policy Statement (IPS), including sector limits, rating thresholds, maturities, and concentration guidelines. Maintain compliance logs and provide periodic summaries to management and governance groups. Credit Surveillance & Research Support: Gather and update financial data and ratios for ongoing credit reviews; monitor ratings actions, Bloomberg alerts, and news related to portfolio issuers; monitor economic and financial dynamics for ongoing investment opportunities; support the management of the internal Watchlist by tracking event-driven risk factors. Portfolio & Market Reporting: Assist in preparing monthly and quarterly portfolio reports, including key metrics (duration, WAL, convexity, sector exposures); contribute to investment reporting packages for the Investment Governance Group and Board committees by collecting data and drafting preliminary commentary; monitor new issue calendars (corporates, municipals, agencies, and structured products) and summarize opportunities for review. Process & Governance Support: Assist in maintaining investment documentation, including compliance records, credit review archives, and policy-related files; support the preparation of regulatory filings (NAIC Schedules, AM Best requests) in coordination with the accounting team; help develop and improve internal reporting processes for efficiency and accuracy. Qualifications
Minimum Educational / Experience Qualifications
Bachelor’s degree in finance. 2–5 years of experience with investments, finance, or economics. Minimum Skill Qualifications
Strong analytical and quantitative skills with the ability to interpret financial data. Proficiency in Microsoft Excel, Word, and PowerPoint. Interest in capital markets, fixed income, and credit analysis. Attention to detail and ability to manage multiple priorities. Strong written and verbal communication skills. Ability to work collaboratively in a team environment. Preferred Qualifications
CFA designation (in progress or planned) or other relevant certification. Experience with Bloomberg, Clearwater Analytics, or similar financial platforms. Exposure to investment compliance or credit research through coursework or internships. Employment Details
Job function: Strategy/Planning and Information Technology Industries: Insurance Reports to: Investment Manager Department: Accounting & Finance Seniority level: Entry level Employment type: Full-time We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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The Investment Analyst role provides critical support in monitoring compliance, credit quality, and market activity across the company’s investment portfolios. This position is designed for individuals with a strong academic background in finance and an interest in developing expertise in investment management. The Investment Analyst will assist in credit surveillance, compliance reporting, portfolio monitoring, and market research. The role provides exposure to institutional portfolio management while supporting Virginia Farm Bureau’s investment function. Responsibilities
Compliance & Monitoring: Perform post-trade compliance checks to ensure adherence to the Investment Policy Statement (IPS), including sector limits, rating thresholds, maturities, and concentration guidelines. Maintain compliance logs and provide periodic summaries to management and governance groups. Credit Surveillance & Research Support: Gather and update financial data and ratios for ongoing credit reviews; monitor ratings actions, Bloomberg alerts, and news related to portfolio issuers; monitor economic and financial dynamics for ongoing investment opportunities; support the management of the internal Watchlist by tracking event-driven risk factors. Portfolio & Market Reporting: Assist in preparing monthly and quarterly portfolio reports, including key metrics (duration, WAL, convexity, sector exposures); contribute to investment reporting packages for the Investment Governance Group and Board committees by collecting data and drafting preliminary commentary; monitor new issue calendars (corporates, municipals, agencies, and structured products) and summarize opportunities for review. Process & Governance Support: Assist in maintaining investment documentation, including compliance records, credit review archives, and policy-related files; support the preparation of regulatory filings (NAIC Schedules, AM Best requests) in coordination with the accounting team; help develop and improve internal reporting processes for efficiency and accuracy. Qualifications
Minimum Educational / Experience Qualifications
Bachelor’s degree in finance. 2–5 years of experience with investments, finance, or economics. Minimum Skill Qualifications
Strong analytical and quantitative skills with the ability to interpret financial data. Proficiency in Microsoft Excel, Word, and PowerPoint. Interest in capital markets, fixed income, and credit analysis. Attention to detail and ability to manage multiple priorities. Strong written and verbal communication skills. Ability to work collaboratively in a team environment. Preferred Qualifications
CFA designation (in progress or planned) or other relevant certification. Experience with Bloomberg, Clearwater Analytics, or similar financial platforms. Exposure to investment compliance or credit research through coursework or internships. Employment Details
Job function: Strategy/Planning and Information Technology Industries: Insurance Reports to: Investment Manager Department: Accounting & Finance Seniority level: Entry level Employment type: Full-time We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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