Senior Investment Professional

WoodmenLife

. Analyze capital markets and assess risk and reward daily to identify appropriate security purchases or sales for the internally managed investment portfolio .

Posted 9/23/2026full-timeOmaha • Nebraska • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in capital markets analysis, risk assessment, and compliance with regulatory standards. Proficient in financial data preparation and analysis using industry-standard software tools.

Highest-signal resume keywords

7+ Years Experience In Fixed IncomeCFA Charter DesignationAsset-Liability ManagementProficient Use Of MS OfficeKnowledge Of Bloomberg

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Capital Markets AnalysisRisk AssessmentFinancial Statement AnalysisData PreparationRegulatory CompliancePortfolio EvaluationInvestment AccountingFinancial ReconciliationAudit PreparationCash Flow Forecasting

Soft Skills

Critical ThinkingStrong Analytical SkillsSelf-StarterClear CommunicationAdaptability

Tools & Technologies

State Street Global ExchangeBondEdgePAM For InvestmentsBloombergOnline VPNs

Certifications & Qualifications

BA/BS Degree In Business Or FinanceCFA Charter Designation Or Progress Towards It

Industry Keywords

Fixed IncomeStatutory Financial StatementsInvestment PortfolioSecurities TeamCompliance Standards

About the role

Key responsibilities & impact

Analyze capital markets and assess risk and reward daily to identify appropriate security purchases or sales for the internally managed investment portfolio
Support the investment acquisition process through brokers and electronic platforms
Evaluate portfolio holdings for regulatory and statutory compliance
Prepare data for internal and external customers using software including State Street Global Exchange’s Investment Accounting systems (PFI), BondEdge, and Bloomberg
Help prepare and reconcile internal and external financial records
Investigate discrepancies in financial statement reports
Collect and prepare data for investment portfolio audits
Collect and prepare data for internal cash flow forecasts
Support Securities Team activities
Perform other duties assigned by management

Requirements

What you’ll need

BA/BS degree in business or finance
7+ years’ experience in fixed income and/or statutory financial statements
Understanding of Asset-Liability Management
CFA charter designation, or progress towards that designation
Proficient use of MS Office (Excel, Word, Access)
Knowledge of software systems such as PAM for Investments, BondEdge, Bloomberg, and various online VPNs
Ability to work hours needed to achieve business results, including early mornings, business resumption tests, and days when the market is open and WoodmenLife is closed
Applicants must be currently authorized to work in the United States on a full-time basis
Successful completion of criminal background check, credit check when required, fingerprint check when required, drug screen, and reference checks
Commitment to the position as a career rather than a job
Critical thinking and life-long learning
Strong analytical skills for complex data
Self-starter able to function with little oversight
Willingness to seek process and strategy improvements
Ability to work under significant time pressure
Clear communication, listening, questioning, and articulation skills
Ability to accept constructive feedback and recommendations
Adaptability to change
Ability to work well in a team-oriented environment
Professionalism, diplomacy, and highest ethical standards
Attendance and punctuality in accordance with supervisor and WoodmenLife policy

Benefits

Comp & perks

Comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more
Equal opportunity in recruitment, employment, promotion, training, and community outreach
Opportunities for growth, leadership, and service
Special accommodations available for applicants with disabilities