Description
Senior Investment Director
Pan-American Life Insurance Group (PALIG)
Location: New Orleans, LA | Hybrid Work Opportunities Available
Note: This role is preferably based in New Orleans, LA, and relocation assistance is available and encouraged for candidates not currently located in the area.
About the Role:
Pan-American Life Insurance Group (PALIG) is seeking a Senior Investment Director to join our Investments team, which manages approximately $6 billion in assets. This officer-level position is critical to our investment strategy and focuses on delivering the best risk-adjusted returns for the portfolio. The role requires deep expertise in corporate bond credit research, strong analytical skills, and the ability to stay closely connected to market and economic developments daily.
You will be part of a highly collaborative seven-member team that values transparency, engagement, and teamwork through daily meetings and open communication. Our investment approach is relative value-oriented, and we expect team members to contribute ideas, defend recommendations, and work across U.S. and international markets.
Candidates should bring experience in investment management or credit research (insurance company, rating agency, or asset manager background preferred), hold or actively pursue the CFA designation, and demonstrate proficiency in Bloomberg and Microsoft Office. Quarterly travel is required for Board meetings and as needed.
Essential Functions:
Quantitative and Qualitative Analysis of Investment Securities and Sectors
- Conducts research on the investment suitability of various securities using trade journals, technical publications, broker-dealer platforms, and internal reports.
- Performs quantitative analysis, financial modeling, and research relevant to PALIG’s investment portfolio.
- Provides deep-dive analysis to support investment decision-making.
- Sources new issue and secondary market opportunities offering strong relative and absolute value across the fixed income market.
- Actively contributes to investment idea generation, risk assessments, and relative value discussions in daily team meetings.
- Ensures adherence to policy and compliance requirements for the investment portfolio.
- Executes trades in public and private securities upon receiving appropriate authorization.
- Monitors existing positions within assigned sectors and industries.
- Gathers and analyzes market insights and communicates relevant information to the Manager.
- Stays informed on market developments using fundamental and/or technical research.
- Continuously improves analytics and monitors credit risks.
Portfolio Reporting
- Prepares investment portfolio summaries and detailed reports.
- Performs portfolio analytics to evaluate credit and interest rate risk as needed.
Additional Responsibilities
- Performs other related duties and special projects as assigned.
Education & Experience:
- MBA and undergraduate degree with a focus in Finance or Economics required.
- 7–10 years of relevant experience required.
- Chartered Financial Analyst (CFA) designation or active pursuit of the CFA is required.
Knowledge, Skills & Abilities (KSAs):
- Strong understanding of financial and investment terminology.
- Proficiency in Bloomberg and Microsoft Office Suite (intermediate level or higher).
- Excellent communication and organizational skills.
- Ability to manage multiple tasks and meet deadlines.
- Spanish language proficiency preferred.
What We Offer:
- Competitive compensation package (base salary & bonus).
- Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement.
- Medical and dental coverage available starting the first of the month following 30 days of service.
- Hybrid work opportunities.
About Us:
Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses across 49 U.S. states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands through its U.S.-based member companies—Pan-American Life Insurance Company and Pan-American Assurance Company.
At PALIG, our employees are our greatest asset. We value collaboration, trust, and the confidence of our policyholders. Our long-standing commitment to excellence continues to drive our success.
Pan-American Life is an Equal Opportunity Employer and a Drug-Free Workplace.
