Investment Analyst I

Date: Nov 9, 2020

Location: Erie, PA, US, 16530

Job requisition: 20483
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Division or Field Office:

Investment Division

Department of Position: Investments 

Work from:

Corporate Office in Erie, PA


At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 5,000 employees and over 2,200 independent agencies.  Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.  To attract and retain the best talent, we reward our team members with competitive salaries and a very generous benefits package.


Position Summary

Applies an understanding of the process used in the selection, evaluation and monitoring of investments. Conducts and documents extensive research and analysis to provide manager(s) with financial information, advice and recommendations. Assists with communications to industry contacts as necessary.


  • The hiring manager will also consider candidates for Investment Analyst II.  Level of position offered will be based upon the depth and breadth of selected candidate's experience and qualifications.
Duties and Responsibilities
  • Examines and assesses economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investments.
  • Compiles research reports and presents findings and recommendations on new and existing investments.
  • Utilizes the internal monitoring processes and procedures to keep abreast of assigned investments.
  • Forms and maintains relationships with industry contacts to establish and maintain an orderly information network and to keep up to date on changing economic and market trends.
  • Reviews and prepares investment-related reports and legal documents as needed.
  • Works closely with and assists other Finance Divisions on any related questions, issues or projects by providing investment data and analysis as needed.
  • Updates and maintains various software packages and/or databases used to perform investment analysis.
  • Travels for investment due diligence and industry meetings as directed
  • The first three duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.
  • This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.
Ability To Learn And Follow Procedures
Ability to Manage Complexity
Decision Making
Detail Orientation
Developing And Maintaining Relationships
Information Management Skills
Interpersonal Communication
Job-Specific Knowledge
Planning And Organizing
Problem Analysis
Service Orientation
Time Management

Bachelor's degree in accounting, finance, mathematics or related field required. Experience analyzing investment portfolios, investment performance, risk modeling or equivalent investment experience preferred. Advanced database management, spreadsheet skills and proficiency with Bloomberg preferred. Masters degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.

Physical Requirements
Lifting 0-20 lbs; Occasional (<20%)
Lifting 20-50 lbs; Occasional (<20%)
Lifting Over 50 lbs; Occasional (<20%)
Driving; Rarely
Pushing/Pulling; Occasional (<20%)
Manual Keying/Data Entry; Frequent (50-80%)
Climbing; Rarely

Nearest Major Market: Erie

Job Segment: Database, Technology