Sammons Financial Group: Provides life insurance, annuities, and retirement planning solutions.
3+ YOEBachelor's preferred; minimum 3 years BI/analysis experience preferred; experience with DAX or SAQL required; Tableau/Power BI/Salesforce Einstein experience; data wrangling and large dataset experience; life insurance experience preferred.
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
2+ YOEBachelor's in a quantitative field, 2+ years data analysis experience, proficiency with SQL, dbt, Python, Power BI, and advanced Microsoft Excel; strong relational database and analytical skills.
Financial Analyst, Financial Planning and Analysis
Chicago or West Des Moines
$66k-$90k/yrHybridFull Time
EquiTrust: EquiTrust provides fixed index annuities and life insurance products.
2+ YOEBachelor’s degree in accounting, finance, or actuarial science; 2+ years in FP&A or finance; advanced Excel, Power BI, PowerPoint, and ERP proficiency; strong analytical and communication skills.
Microsoft Excel, Power BI, Microsoft PowerPoint, ERP
Sammons Financial Group: Provides life insurance, annuity, and retirement planning products.
3+ YOE3+ years analysis experience preferred; expertise with DAX or SAQL, Tableau/Power BI/Salesforce Einstein, data wrangling from warehouses, strong analytic, communication, and problem-solving skills; bachelor’s degree preferred.
Athene: Provides retirement savings products and institutional reinsurance services.
4+ YOEBachelor's in a related field or equivalent, 4+ years finance/accounting experience, derivative post-trade knowledge, MarkitWire/MTM/Triana/PAM/PFI/GTSS/CLS experience, Excel expert; VBA/SQL/Tableau/Power BI a plus.
MarkitWire, MTM, Triana, PAM, PFI, GTSS, CLS, Fusion Invest (Sophis), Kyriba, Microsoft Excel, VBA, SQL, Tableau, Microsoft Power BI
EquiTrust: EquiTrust provides fixed index annuities and life insurance products.
5+ YOE3+ Mgmt5+ years policy administration or insurance operations experience with data analysis and reporting; Power BI and dashboard experience; 3+ years supervisory experience; advanced Excel and SQL; strong communication and stakeholder skills.
Power BI, Tableau, Looker, Microsoft Excel, SQL, Salesforce, HubSpot, Marketo
GuideOne Insurance: Provides specialized commercial insurance for religious and nonprofit organizations.
5+ YOEBachelor's degree,5+ years underwriting/strategy or analytics experience in insurance,advanced analytical skills (Excel,SQL),Tableau/Power BI preferred,ability to translate data into strategic recommendations.
Investment Operations Analyst - Sammons Financial Group Asset Management
West Des Moines, Iowa, United States
$77k-$128k/yrOnsiteFull Time
Sammons Financial Group: Provides life insurance, annuity, and retirement planning products.
2+ YOEBachelor's degree in Finance, Economics, Actuarial Science, Mathematics, or related field; 2-4 years investment operations experience; experience with IBOR; knowledge across asset classes; strong analytical and communication skills; SQL/Power BI/Power Query preferred.