Allstate
Public Equity Desk Analyst
Key aspects of the role:
- Drive sales growth by engaging with interested prospective customers- all while working remote
- No cold calling— Connect through inbound calls and proactive outbound calls with active insurance shoppers
- Enjoy competitive compensation with a base salary + uncapped commissions
- Sell reputable products from Allstate and our family of brands
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
This job is an integral part of the public equity group and is expected to aid in the management of a relative return mandate, support research effort to drive additional alpha opportunities, and additionally the role is expected to collaborate with portfolio managers across asset classes in constructing optimal factor risks across all public markets. This role will involve working closely with senior portfolio managers, portfolio managers, and research analysts across public and private assets; as our process is very team-oriented, the ability to work well within the group is critical.
KEY RESPONSIBILITIES
Under the direction of the lead portfolio manager, the successful candidate will be expected to focus on the following:
- Act as a support for the approximately $3+ BN relative return public equity mandate and pro-actively position the portfolio in order to outperform mandated benchmark.
- Contribute internal research to assess relative value characteristics of investment opportunities across a wide array of regions, sectors, and factors.
- Contribute to the formation of the top-down investment strategy including macro risk, absolute and relative valuation, earnings monitoring, and technical analysis.
- Engage and participate in an established qualitative and quantitative process; and help to build-out new processes.
- Back-up for daily portfolio management activities including portfolio construction, risk and performance attribution, trading, compliance and reporting, as well as assisting the senior portfolio managers in trading across all portfolios and mandates.
- Monitor and provide timely attribution of performance results both ad-hoc and on a quarterly basis.
- Monitor and manage portfolio characteristics to ensure adherence to strategy and client guidelines.
- Provide insight into public equity Climate and Sustainability strategies
- Develop an understanding of public equity portfolio construction, in conjunction with private assets
- Contribute to the group as a thought leader
- Build and maintain strong internal and external relationships to ensure best execution and management of the portfolios.
- Provide support for internal and external communications and special projects on an ad-hoc basis.
SUPERVISORY RESPONSIBILITIES
- This job does not have supervisory duties.
EDUCATION AND EXPERIENCE
- Bachelor’s degree in accounting, finance or related with strong academic record;
- Successful completion, or working toward, CFA and/or MBA a plus
- 3 to 5 years of investment experience in an equity analysis or portfolio management role, preferably with experience in ETFS and single stocks.
CERTIFICATIONS, LICENSES, REGISTRATIONS
- No Certification, License or Registration is required for the job.
FUNCTIONAL SKILLS
- Strong verbal and written communication skills
- Broad understanding and interest in equity and fixed income markets
- Ability to synthesize data from multiple sources in aiding fundamental analysis
- Strong interpersonal skills and willingness to be a reliable team player
- Ability to work well with internal and external contacts
- Strong computer skills, including Microsoft Office Products and Bloomberg. Experience with Blackrock’s Aladdin trading system and Python is a plus.
The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.
Skills
Communication, Equity Research Analysis, Investments, Investment Strategies, Microsoft Excel, Microsoft Excel Macros, Portfolio Management, Private Equity, Researching, Written Communication
Compensation
Compensation offered for this role is $120,000.00 – 167,250.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Sales
What We Do:
As an expert on our products and services, you can give customers personalized attention and innovative solutions to make their lives easier.
How We Support You:
Starting day one, you’ll have access to resources and incentives to keep you feeling challenged and excited about your careers.
Make An Impact:
As a member of our sales team, you’ll bring a sense of ease and support to customers looking for a better understanding of their protection options. Whether in the field or talking to customers over the phone, you’ll continue to build trust in who we are and what we do.
Working together
You’re in Good Hands ® is more than a promise we make to our customers. It’s a promise we make our employees, too.
As part of our team, we want you to love where you work, and that starts by giving you the freedom to be yourself. Our workplace flexibility and focus on inclusion creates an environment where you can connect and belong. Our goal is for you to feel trusted, heard and empowered to express yourself. When you thrive, we all thrive. And this year, we’re proud to share that we’ve been recognized by Forbes as one of America’s Best Employers For Diversity, and one of America’s Best Large Employers.
When you join us, you’ll have the opportunity to push your skills to the next level each day. Our dedication to continuous learning ensures that you have access to development programs designed to propel your career forward. As you learn and grow, so do we.
Working here also means getting the chance to do meaningful work and make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world, can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
This job is an integral part of the public equity group and is expected to aid in the management of a relative return mandate, support research effort to drive additional alpha opportunities, and additionally the role is expected to collaborate with portfolio managers across asset classes in constructing optimal factor risks across all public markets. This role will involve working closely with senior portfolio managers, portfolio managers, and research analysts across public and private assets; as our process is very team-oriented, the ability to work well within the group is critical.
KEY RESPONSIBILITIES
Under the direction of the lead portfolio manager, the successful candidate will be expected to focus on the following:
- Act as a support for the approximately $3+ BN relative return public equity mandate and pro-actively position the portfolio in order to outperform mandated benchmark.
- Contribute internal research to assess relative value characteristics of investment opportunities across a wide array of regions, sectors, and factors.
- Contribute to the formation of the top-down investment strategy including macro risk, absolute and relative valuation, earnings monitoring, and technical analysis.
- Engage and participate in an established qualitative and quantitative process; and help to build-out new processes.
- Back-up for daily portfolio management activities including portfolio construction, risk and performance attribution, trading, compliance and reporting, as well as assisting the senior portfolio managers in trading across all portfolios and mandates.
- Monitor and provide timely attribution of performance results both ad-hoc and on a quarterly basis.
- Monitor and manage portfolio characteristics to ensure adherence to strategy and client guidelines.
- Provide insight into public equity Climate and Sustainability strategies
- Develop an understanding of public equity portfolio construction, in conjunction with private assets
- Contribute to the group as a thought leader
- Build and maintain strong internal and external relationships to ensure best execution and management of the portfolios.
- Provide support for internal and external communications and special projects on an ad-hoc basis.
SUPERVISORY RESPONSIBILITIES
- This job does not have supervisory duties.
EDUCATION AND EXPERIENCE
- Bachelor’s degree in accounting, finance or related with strong academic record;
- Successful completion, or working toward, CFA and/or MBA a plus
- 3 to 5 years of investment experience in an equity analysis or portfolio management role, preferably with experience in ETFS and single stocks.
CERTIFICATIONS, LICENSES, REGISTRATIONS
- No Certification, License or Registration is required for the job.
FUNCTIONAL SKILLS
- Strong verbal and written communication skills
- Broad understanding and interest in equity and fixed income markets
- Ability to synthesize data from multiple sources in aiding fundamental analysis
- Strong interpersonal skills and willingness to be a reliable team player
- Ability to work well with internal and external contacts
- Strong computer skills, including Microsoft Office Products and Bloomberg. Experience with Blackrock’s Aladdin trading system and Python is a plus.
The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.
Skills
Communication, Equity Research Analysis, Investments, Investment Strategies, Microsoft Excel, Microsoft Excel Macros, Portfolio Management, Private Equity, Researching, Written Communication
Compensation
Compensation offered for this role is $120,000.00 – 167,250.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Claims
What We Do:
Your ability to quickly and calmly make smart decisions can make a huge difference in how confident customers feel throughout the claims process. And as you support our customers, we’re there to support you.
How We Support You:
We empower your success starting day one. You’ll have access to everything you need to grow professionally while helping our customers get their lives back on track.
Make An Impact:
Helping customers with their claims is about learning their stories, not just processing their paperwork. You can take pride in the fact that you’re providing invaluable guidance and helping to build continued trust in our company.
Working together
You’re in Good Hands ® is more than a promise we make to our customers. It’s a promise we make our employees, too.
As part of our team, we want you to love where you work, and that starts by giving you the freedom to be yourself. Our workplace flexibility and focus on inclusion creates an environment where you can connect and belong. Our goal is for you to feel trusted, heard and empowered to express yourself. When you thrive, we all thrive. And this year, we’re proud to share that we’ve been recognized by Forbes as one of America’s Best Employers For Diversity, and one of America’s Best Large Employers.
When you join us, you’ll have the opportunity to push your skills to the next level each day. Our dedication to continuous learning ensures that you have access to development programs designed to propel your career forward. As you learn and grow, so do we.
Working here also means getting the chance to do meaningful work and make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world, can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
This job is an integral part of the public equity group and is expected to aid in the management of a relative return mandate, support research effort to drive additional alpha opportunities, and additionally the role is expected to collaborate with portfolio managers across asset classes in constructing optimal factor risks across all public markets. This role will involve working closely with senior portfolio managers, portfolio managers, and research analysts across public and private assets; as our process is very team-oriented, the ability to work well within the group is critical.
KEY RESPONSIBILITIES
Under the direction of the lead portfolio manager, the successful candidate will be expected to focus on the following:
- Act as a support for the approximately $3+ BN relative return public equity mandate and pro-actively position the portfolio in order to outperform mandated benchmark.
- Contribute internal research to assess relative value characteristics of investment opportunities across a wide array of regions, sectors, and factors.
- Contribute to the formation of the top-down investment strategy including macro risk, absolute and relative valuation, earnings monitoring, and technical analysis.
- Engage and participate in an established qualitative and quantitative process; and help to build-out new processes.
- Back-up for daily portfolio management activities including portfolio construction, risk and performance attribution, trading, compliance and reporting, as well as assisting the senior portfolio managers in trading across all portfolios and mandates.
- Monitor and provide timely attribution of performance results both ad-hoc and on a quarterly basis.
- Monitor and manage portfolio characteristics to ensure adherence to strategy and client guidelines.
- Provide insight into public equity Climate and Sustainability strategies
- Develop an understanding of public equity portfolio construction, in conjunction with private assets
- Contribute to the group as a thought leader
- Build and maintain strong internal and external relationships to ensure best execution and management of the portfolios.
- Provide support for internal and external communications and special projects on an ad-hoc basis.
SUPERVISORY RESPONSIBILITIES
- This job does not have supervisory duties.
EDUCATION AND EXPERIENCE
- Bachelor’s degree in accounting, finance or related with strong academic record;
- Successful completion, or working toward, CFA and/or MBA a plus
- 3 to 5 years of investment experience in an equity analysis or portfolio management role, preferably with experience in ETFS and single stocks.
CERTIFICATIONS, LICENSES, REGISTRATIONS
- No Certification, License or Registration is required for the job.
FUNCTIONAL SKILLS
- Strong verbal and written communication skills
- Broad understanding and interest in equity and fixed income markets
- Ability to synthesize data from multiple sources in aiding fundamental analysis
- Strong interpersonal skills and willingness to be a reliable team player
- Ability to work well with internal and external contacts
- Strong computer skills, including Microsoft Office Products and Bloomberg. Experience with Blackrock’s Aladdin trading system and Python is a plus.
The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.
Skills
Communication, Equity Research Analysis, Investments, Investment Strategies, Microsoft Excel, Microsoft Excel Macros, Portfolio Management, Private Equity, Researching, Written Communication
Compensation
Compensation offered for this role is $120,000.00 – 167,250.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working together
You’re in Good Hands ® is more than a promise we make to our customers. It’s a promise we make our employees, too.
As part of our team, we want you to love where you work, and that starts by giving you the freedom to be yourself. Our workplace flexibility and focus on inclusion creates an environment where you can connect and belong. Our goal is for you to feel trusted, heard and empowered to express yourself. When you thrive, we all thrive. And this year, we’re proud to share that we’ve been recognized by Forbes as one of America’s Best Employers For Diversity, and one of America’s Best Large Employers.
When you join us, you’ll have the opportunity to push your skills to the next level each day. Our dedication to continuous learning ensures that you have access to development programs designed to propel your career forward. As you learn and grow, so do we.
Working here also means getting the chance to do meaningful work and make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world, can be even greater when we work together.
Benefits
Experience the benefits that make Allstate a great place to work.
*Benefits vary based on position.
Health
- Medical, dental and vision coverage
- HSAs and FSAs
- Wellbeing programs
- Free therapy sessions
Retirement
- 401(k) plan
- Pension plan
- Free financial counseling
Work-life balance
- Paid time off
- Work flexibility
Career development
- Talent shares
- Tuition reimbursement
- Learning opportunities
For a full description of Allstate’s benefits visit our benefits page
Start making a difference
Realize your full potential by doing
work that matters.
Grow your career in meaningful ways.
We want to make sure you have every opportunity to grow, explore new horizons and follow your passion in a meaningful career. It’s an exciting time to join Allstate. Help us shape the future.
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