Great-West Financial Empower Retirement

Senior Investment Analyst

US-CO-Denver (DTC)
5 months ago(7/22/2017 11:48 PM)
Job ID
# Positions
Hidden (2879)

Position Highlights

Be Bold Be Brilliant


Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.


Our over 5,000 associates across 40 locations across the country provide world class service to:


30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration


Under limited supervision, supports investment portfolio monitoring and assists in/performs analysis of new securities investments for assigned portfolio. Assists in/provides reporting for assigned portfolio. #LI-JF1

Primary Responsibilities

(45 %)

  • Performs monitoring of performance, credit quality and pricing of current portfolio investments. 
  • Demonstrates proficiency with financial statement analysis including the use of Capital IQ tools and internally developed credit rating models. 
  • Uses portfolio monitoring guidelines and models to perform preparation of annual reviews and watch list reports. 
  • Must possess solid business and investment writing skills, be able to present well reasoned positions and provide empirical evidence to support a position. 
  • Gains understanding of, and may assist in the development of, loss mitigation strategies.


  • Performs research and analysis on new investment opportunities in support of new deal origination activities.
  • Confidently generates independent opinions on buy/sell/hold recommendations.
  • Possesses the ability to manage a credit portfolio, performing the collection and analysis of relevant financial/performance data and effectively writing up new investment recommendations. 
  • Presents new purchase recommendations to team leaders and/or management effectively in both written and verbal format. 
  • Complete pricing calls, legal review and trade tickets for new private placements.
  • Conducts due diligence on new transactions and provides excellent representation of Great-West Financial to the public.
  • Completes the documentation and closing of purchased securities.
  • Completes all internal approval processes and documentation needs in a timely and efficient manner; learns credit policy and investment criteria relevant to the department.


  • Maintains an expertise in assigned industries which support portfolio managers. 
  • Review industry publications, attend industry conferences as necessary. 
  • Candidate will be responsible for certain industries under supervision of portfolio manager, and maintains a working knowledge of the sector, the companies with in the sector and is able to rank the relative attractiveness of investment opportunities in the industry.

(5 %)

  • Reporting and Management: Adheres to established documentation cycles, prepares Board investment summaries, credit ratings change memos, bond prepayment calculations, and Note Purchase Agreement amendment requests. 
  • Assists in/performs preparation and presentation of portfolio reports.
  • Independently develops analytical tools to assist the division in the performance of its duties. 
  • Can effectively educate less experienced analysts on aspects of credit analysis and credit processes specific to their sectors and to GWF in general.

Normal Office Working Conditions.

Travel up to 10% of the time may be required.


The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job.  They are not intended to be an exhaustive list of responsibilities, duties.


  • Bachelor's degree in Business, Finance, Accounting, or Mathematics. MBA preferred.
  • Progress toward Chartered Financial Analyst designation preferred.
  • Minimum three (3) years, four (4) years preferred, of relevant investment experience.
  • Proficient in MS office, including Excel, Word, PowerPoint, and/or Access.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.


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