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QUALIFICATIONS/REQUIREMENTS:
- BNBS in Finance, Data Science, or related field (MBA or MS in Finance/ Analytics preferred)
- CFA Designation ( or active progress toward it) required
- 3 or more years experience in investment or related field preferred
- Experience building AI-enhanced workflows to automate research, data extraction, or financial analysis.
- Proficiency in prompt engineering and AI-assisted research tools to generate accurate, auditable outputs using LLMs, Bloomberg, and Excel.
- Regular and reliable attendance and punctuality is an essential function of this position.
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DUTIES/RESPONSIBILITIES:
- Perform capital markets research for the purpose of identifying broad credit and economic trends.
- Apply detailed financial analyses to measure credit risk of existing positions at both the issuer and portfolio level.
- Leverage Al-powered tools, including large language models, to accelerate credit
research, automate routine analytical tasks, and generate comprehensive issuer and sector summanes.
- Conduct macro, sector, and issuer level research using both traditional and AI augmented analytical tools to identify credit trends, emerging risks, and relative value opportunities across fixed income markets
- Contribute to quality investment purchases through proactive research and evaluation of credit quality of prospective companies.
- Assist in maximizing portfolio returns and mitigating risks.
- Monitor and evaluate rating agency upgrades, downgrades and outlook changes.
- Develop and maintain good working relationships with investment brokers, analysts and rating agencies.
- Make buy/sell recommendations based on a sound analysis of all relevant factors.
- Assist accounting and senior management personnel in the evaluation of credit and
investment matters
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Kansas City Life Insurance Company
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ATTN: Human Resources Department
3520 Broadway
P.O. Box 219139
Kansas City, MO 64121-9139
EOE/MFVH
e-mail:[email protected]
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