Talent.com
Investment Analyst

Investment Analyst

Virginia Farm BureauHenrico, VA, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

JOB TITLE : Investment Analyst

REPORTS TO : Investment Manager

DEPARTMENT : Accounting & Finance

POSITION SUMMARY

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 will provide firsthand exposure to institutional portfolio management while supporting the strategic goals of Virginia Farm Bureau’s investment function.

PRIMARY DUTIES

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.

    • 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 strongly preferred, Clearwater Analytics, or similar financial platforms.
  • Exposure to investment compliance or credit research through coursework or internships.
    • serp_jobs.job_alerts.create_a_job

    Investment Analyst • Henrico, VA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionAmelia Court House, VA, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Intelligence Analyst

    Business Intelligence Analyst

    MCKESSONRichmond, VA, United States
    serp_jobs.job_card.full_time
    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Fixed Income Analyst

    Senior Fixed Income Analyst

    TruistRichmond, VA, US
    serp_jobs.job_card.full_time +2
    Under limited supervision, the role develops and recommends standard and customized Fixed Income asset allocation strategies and investment portfolios and prepares related analytical studies.Also d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Earn Extra Income Driving

    Earn Extra Income Driving

    UberLouisa, VA, United States
    serp_jobs.job_card.full_time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Internal Medicine opening in beautiful Kentucky community

    Internal Medicine opening in beautiful Kentucky community

    Quorum HealthLouisa, US
    serp_jobs.job_card.full_time
    Considered the Gem of Big Sandy, Louisa is a community of beauty and southern charm, resting in the Big Sandy River Valley and surrounded by wooded mountains. Take the family to Yatesville Lake Stat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataGlen Allen, VA, United States
    serp_jobs.job_card.full_time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Intelligence Analyst

    Intelligence Analyst

    US ArmyRichmond, VA, United States
    serp_jobs.job_card.part_time +1
    Intelligence Analyst Job Overview : We are currently seeking a highly motivated and detail-oriented individuals to join our team. You will play a crucial role in supporting our decision-making proces...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Staff or Senior Accountant

    Staff or Senior Accountant

    Search Pro GroupChesterfield, VA, US
    serp_jobs.job_card.full_time +1
    Our client, an industry leader, is seeking an Accountant or Senior Accountant to join their growing, dedicated, and professional accounting team. This role has great benefits, PTO, and work life bal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr Financial Analyst

    Sr Financial Analyst

    Owens & MinorMechanicsville, VA, US
    serp_jobs.job_card.full_time
    At Owens & Minor, we are a critical part of the healthcare process.As a Fortune 500 company with 350+ facilities across the US and 22,000 teammates in over 90 countries, we provide integrated techn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2026 (Richmond)

    Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2026 (Richmond)

    BDO USA (Campus)Richmond, VA, US
    serp_jobs.job_card.full_time
    BDO is a place for energetic self-starters who think and act like entrepreneurs.The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organization...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Part Time Teller (20 Hours) Bowling Green Branch

    Part Time Teller (20 Hours) Bowling Green Branch

    Atlantic Union BankBowling Green, VA, United States
    serp_jobs.job_card.part_time
    This position is responsible for providing a best-in-class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals.This...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection Officer

    U.S. Customs and Border ProtectionCrewe, Virginia, US
    serp_jobs.job_card.full_time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Marine Interdiction Agent

    Marine Interdiction Agent

    U.S. Customs and Border ProtectionGoochland, VA, United States
    serp_jobs.job_card.full_time
    Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career in law enforcement worki...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Chesterfield PT Direct Support Professional

    Chesterfield PT Direct Support Professional

    BrightSpring Health ServicesChesterfield, VA, United States
    serp_jobs.job_card.part_time
    Chesterfield PT Direct Support Professional.ResCare Community Living - Direct Support Professional.Thank you for reviewing our Direct Support Professional position at ResCare Community Living.As a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Analyst, BDO Capital Advisors

    Senior Analyst, BDO Capital Advisors

    BDO USARichmond, VA, US
    serp_jobs.job_card.full_time
    Analyst Position at BDO Capital Advisors.BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Vir...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer - Experienced (GS9)

    Customs and Border Protection Officer - Experienced (GS9)

    U.S. Customs and Border ProtectionBowling Green, VA, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Planning & Analysis Manager-Supply Chain

    Financial Planning & Analysis Manager-Supply Chain

    Hamilton Beach Brands IncGlen Allen, VA, United States
    serp_jobs.job_card.full_time
    We roll up our sleeves and work hard to create products that have been pleasing customers for over 100 years.We offer a comprehensive compensation and benefits package which includes health, dental...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    In-Store Sales Representative - Chesterfield, VA

    In-Store Sales Representative - Chesterfield, VA

    ARS-Rescue RooterChesterfield, VA, US
    serp_jobs.job_card.full_time
    Company Name : ARS-Rescue Rooter Overview : .Full-time opportunities available.Join ARS, the nation's largest provider of residential HVAC, plumbing, and electrical services with 7,000+ profession...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days