Licensed Investment Associate Jobs (NOW HIRING)

Westfield Center, OH, United States (Hybrid)

• Job Identification 11929
• Posting Date 07/29/2026, 12:30 PM
• Locations One Park Circle, Westfield Center, OH, 44251-5001, US (Hybrid)
• Job Schedule Full time

Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.

Job Summary:

The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources,maintainsreports, and drafts summaries for review by investment team members to support established portfolio processes and decision making.

This role is not eligible for visa sponsorship.

Job Responsibilities:

• Assistswith assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.
• Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, andvaluationinformation using established methods.
• Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members.
• Updates andmaintainsexisting financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations.
• Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compilingaccuratedata and preparing routine reporting materials.
• Assistswith approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements.
• Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review.
• Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders.
• Identifiesroutine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates withindefinedscope.
• Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope.
• Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations.

Job Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience.
• 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work.

Location:

Hybrid - defined as working three or more days per week in the office

Licenses and Certifications:

Chartered Financial Analyst (CFA)

• Communicates Effectively
• Customer Focus
• Decision Quality
• Nimble Learning

Technical Skills:

• Basic Investment Research
• Market Data Analysis
• Bloomberg or Similar Market Data Tools
• Microsoft Office
• Trade Support Documentation

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

EQUAL OPPORTUNITY EMPLOYER

United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.

United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender re-assignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.