Insurance Research, Senior Level

Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Position Summary
We are looking for an experienced and knowledgeable professional to join our Insurance Research team. As a member of the Insurance Research team, you will engage directly with Conning's clients, the media, and the broader industry, contributing to research insights and thought leadership. The ideal candidate will have deep expertise in the insurance industry , along with strong presentation, writing, and communication skills. You will serve as a primary author of research reports and deliverables, support consulting projects, and may advise clients on key market forces. In collaboration with other analysts, you will analyze industry trends— financial, economic, societal, and technological—and evaluate their impact on the insurance markets.
This position also supports Conning’s asset management clients and business development initiatives, while actively developing and maintaining industry relationships.
Essential Responsibilities

Lead and contribute to regular recurring publications: forecast and market overviews, as well as several shorter articles (1500 words) relating to research topics.
Produce 2-3 strategic studies on industry segments or strategic issues annually, incorporating financial analysis and strategic implications of change.
Lead and participate in research consulting opportunities that represent an extension of research to company applications.
Develop contacts and identify opportunities for Conning to increase its exposure and sales in the insurance sector.
Leverage industry knowledge and expertise to develop Insurance Research’s brand as a thought leader.
Actively support Conning brand and sales by representing Conning at various conferences.
Engage with Conning asset management and research clients as needed.
Participate in team-based review of all finished products to ensure that they exhibit professional quality and are completed as scheduled.
Guide support staff associates in the performance of their assignments.
Requirements

Bachelor's degree in business, Actuarial Science, Economics, Accounting, or Finance.
10+ years of proven experience in the related field, including insurance company operations, actuarial functions, consulting, strategic planning/business development, investment banking, or equity/credit research.
Strong writing and analytical skills - ability to synthesize, develop, and articulate critical conclusions from broad research and source information, including insurance and financial information.
Strong presentation skills – ability to develop and deliver presentations to audiences of various sizes.
Actuarial or other Insurance or Financial Services designation desirable.
Ability to write major studies, mini-studies, and short articles with limited supervision.
Read and understand insurance company statutory and GAAP financial statements and reporting principles and have an understanding of actuarial topics.
Read, understand, and utilize spreadsheet applications to analyze industry- and company-specific data.
Expert knowledge of insurance products and technology, distribution, customer service, and economic drivers shaping the business.
Expert knowledge in several of the following areas: insurance marketing and distribution approaches, information technologies and analytical techniques, capital markets and valuation analysis, strategic planning, market research, and competitive analysis.
10-15% travel, mainly in the US. Conning is an equal opportunity employer.
Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.