Senior Insurance Research Analyst

Conning is a leading global investment management firm with a long history of serving the insurance industry.

We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.

Position Summary

We are looking for an experienced and knowledgeable professional to join our Insurance Research team. As a Senior Insurance Research Analyst, you will engage directly with Conning's Insurance Research clients, the media, and the broader industry, contributing to research insights and thought leadership.

The ideal candidate will have deep expertise in one or more insurance products and market sectors, along with excellent presentation, writing, and communication skills. You will serve as a primary author of research reports and deliverables, support consulting projects, and may advise clients on key market forces. In collaboration with other analysts, you will analyze industry trends-financial, economic, societal, and technological-and evaluate their impact on the insurance markets. This position also supports Conning's asset management clients and business development initiatives, while actively developing and maintaining industry relationships.

Essential Responsibilities

• Lead and participate in research consulting opportunities that represent an extension of research to company applications

• Lead and contribute to regular recurring publications: forecast and market overviews, as well as several shorter articles (1500 words) relating to research topics

• Produce 2-3 strategic studies on industry segments or strategic issues annually, incorporating financial analysis and strategic implications of change

• Actively support Conning brand and sales by representing Conning at various conferences

• Engage with Conning asset management and research clients as needed

• Develop contacts and identify opportunities for Conning to increase its exposure and sales in the insurance sector

• Participate in team-based review of all finished products to ensure that they exhibit professional quality and are completed as scheduled

• Guide support staff associates in the performance of their assignments

• Participate in the development of analytical tools and technological and information resources to support insurance research.

• Leverage industry knowledge and expertise to develop Insurance Research's brand as thought leader.

Ancillary Responsibilities

• Support and work with other areas within Conning including Asset Management, Business Development and Investment and Risk Solutions in client interaction and new prospect proposals as requested.

• May supervise associate, senior associate, or vice-president analyst within Insurance Research.

Requirements

• Bachelor's degree in Business, Actuarial Science, Economics, Accounting or Finance.

• 10+ years of proven experience in related field, including insurance company operations, actuarial functions, consulting, strategic planning/business development, investment banking, or equity/credit research.

• Strong writing and analytical skills - ability to synthesize, develop and articulate critical conclusions from broad research and source information including insurance financial information.

• Moderate presentation skills - ability to develop and deliver presentations to audiences of various sizes.

• Actuarial or other Insurance or Financial Services designation desirable.

• Ability to write major studies, mini-studies, and short articles with limited supervision.

• Read and understand insurance company statutory and GAAP financial statements and reporting principles, and an understanding of actuarial topics.

• Read, understand, and use spreadsheet applications to analyze industry and company specific data.

• Expert knowledge of insurance products and technology, distribution, customer service, and economic drivers shaping the business.

• Expert knowledge in several of the following areas: insurance marketing and distribution approaches, information technologies and analytical techniques, capital markets and valuation analysis, strategic planning, market research, and competitive analysis.

• Expert knowledge of the relationship between insurance and asset management.

• Strong to expert knowledge of insurance investments.

• Representing Conning at industry functions including delivering formal presentations and network development.

• Dedication to continuing education, such as earning industry certifications.

• 10-15% travel, mainly in the US.

Decision Making Level/Position Latitude

• Work product is subject to peer review as well as review by manager and Head of Insurance Research.

Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.

If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.