SIC Standard Insurance Company - 3000

Conduct portfolio analytics, fixed income market research, performance reporting, data management, and support investment teams to optimize portfolio outcomes. | Bachelor's degree plus 4+ years in investment or capital markets with strong financial modeling, fixed income expertise, Bloomberg and analytics platform experience, and project management skills. | The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Portfolio Analyst plays a pivotal role within the Investment Management team, contributing to a dynamic and collaborative environment. Core responsibilities encompass conducting thorough portfolio-level analytics and delivering insightful performance reports. The position also involves collecting, processing, and ensuring the accuracy of security-level data and trade entries. A key focus is placed on fixed-income market research and the preparation of a weekly tactical report to inform and enhance investment strategies. Additional responsibilities include managing and validating investment data, spearheading process enhancements, responding to organizational data requests, and engaging in vendor selection, due diligence, and ongoing relationship management. In this capacity, the Portfolio Analyst partners closely with principal investment professionals, actuaries, accountants, and product development teams, all working together to achieve optimal investment outcomes across public and private strategies. * Ability to work in Eastern Time Zone is a requirement of the role. * The Skills & Background You’ll Need: Benchmarking, Reporting, and Analytics (25%): Lead analysis initiatives to support benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing. Analytical Tool Assessment and Implementation (25%): Guide the investment management team in evaluating, enhancing, and implementing credit and investment analytical tools. Utilize platforms such as Bloomberg Terminal, FactSet Workstation, S&P Global, ICE Index Platform, Barclays Live, and other service providers to ensure effective data distribution, reporting, and market intelligence. Portfolio Management Support (25%): Provide essential support to the portfolio management team, including trade tracking and entry, cash flow monitoring, new-issue deal sourcing, and related tasks. Act as a liaison between portfolio management and investment operations to ensure seamless communication and workflow. Operational Efficiency and Process Improvement (25%): Drive initiatives to enhance operational efficiencies, supporting portfolio optimization, data integrity, and precise reporting. Innovate by developing tools that streamline and automate key processes. Education: Bachelor’s degree in Finance, Business, Mathematics, or a related field is required. Experience: Minimum of four years’ relevant experience in principal investment or capital markets environments. Candidates must exhibit strong financial modeling and analytical abilities within an investment or capital market setting, complemented by expertise in the United States capital markets. The position demands keen attention to detail, self-motivation, and a collaborative approach to teamwork. Familiarity with fixed income investments such as corporate bonds, structured securities and private placements. Professional Certification: Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued. Familiarity with Bloomberg and at least one major fixed-income analytics platform (FactSet, Aladdin, Bond Edge, etc.). Project management experience. Experience with Power BI or similar data visualization tools. Key Behaviors of a Successful Candidate: Driving Success: Acts with urgency, pursues ambitious goals and shows resilience in the face of obstacles and setbacks. Independently drives work forward and takes responsibility for achieving job requirements, tasks and objectives. Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary. Demonstrates flexibility by willingly accepting new situations such as teams, projects or work processes. Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward. Seeks out and encourages diverse perspectives; helps individuals relate to, understand and accept other perspectives. #LI-REMOTE Why Join The Standard? We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect: A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions An annual incentive bonus plan Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure A supportive, responsive management approach and opportunities for career growth and advancement Paid parental leave and adoption/surrogacy assistance An employee giving program that double matches your donations to eligible nonprofits and schools In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard. Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance. The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data. Salary Range: Base range of $85k - $95k with a 20% annual bonus Positions will be posted for at least 5 days from original posting date. Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable. The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on LinkedIn and Instagram.

Manage client caseloads, support enrollment and renewals, promote insurance products, and collaborate with sales and brokers to optimize client plans. | Requires insurance licenses within 6 months, experience with group benefits and underwriting preferred, strong communication and problem-solving skills, and willingness to travel. | The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? To be considered for this role you must live in the NE region. As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education. In this role, you will: Manage new case, renewal activity, and amendments Identify and promote the sale of additional lines of coverage or plan improvements. Promote new product offerings and enhanced product features Recommend plan changes as appropriate Facilitate the enrollment and re-enrollment process; conducting enrollment meetings or being present as benefit fairs, as needed Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative. In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors) to provide the best possible outcome for all parties involved. The Client Manager will demonstrate core company values and brand in all interactions: timely communication, problem resolution, professional negotiation, etc. In this highly visible role, you will have the opportunity to shine and showcase your unique blend of skills and experiences. Our continued success is driven by a high-performance, caring culture where you can make a real difference every day. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience! The Skills & Background You’ll Need Proven ability to cultivate meaningful, effective business relationships Exceptional customer service skills. Willingness to go above and beyond and exceed customer expectations Problem solving, decision making, and analytical thinking consistent with company objectives Strong written and verbal communication skills Experience with underwriting guidelines is preferred Experience and knowledge with Group Employee Benefits Products is preferred Experience using Salesforce CRM is preferred High School Diploma or GED required. Bachelor’s degree preferred Life and Disability insurance license for all states within office’s assigned territory will be required. License can/must be obtained within 6 months of hire date and renewed by meeting all continuing education requirements and renewal requirements Traits of a Successful Candidate In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key characteristics in their work: Sense of urgency and passion for doing what’s right Demand for accuracy and attention to detail Collaborative and accountable Curious and driven to acquire new skills autonomously Travel Required: may be required based on role, assigned caseload and territory Why Join The Standard? We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect: A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions An annual incentive bonus plan Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure A supportive, responsive management approach and opportunities for career growth and advancement Paid parental leave and adoption/surrogacy assistance An employee giving program that double matches your donations to eligible nonprofits and schools In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard. Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance. Salary Range: $70,000-$90,000 base + uncapped incentive compensation Positions will be posted for at least 5 days from original posting date. Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable. The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on LinkedIn and Instagram.