For more than a century, LIMRA and LOMA have served as the largest trade association supporting the insurance and related financial services industry. Today, we’re working with over 700 member companies around the world to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry. Companies come to us because no other organization is in a better position to help them understand their customers, markets, distribution channels, and competitors. Leading life insurance and financial services organizations around the world rely on their membership for one simple reason – they can make bottom-line decisions with greater confidence.

As an employer, we believe that greatness is built from the inside out. It is created by individuals who share common goals, and who support and rely on one another to achieve them. Our core values (Integrity, Customer Focus, Adaptability, Respect and Excellence) guide us in how we treat, respond to and interact with our customers, and one another. We do our best to support our employees in making the most of their lives both inside and outside of work.
 

We are seeking a curious, analytical, and detail-oriented Research Analyst to join our dynamic Annuity Research team. In this role, you will design and execute survey-based research projects, analyze complex data, and deliver insights that shape the future of the financial services industry.

This is a hybrid position which requires on campus presence as needed, you should be able to easily commute to the Windsor, CT office.

What Will You be doing?
This role will focus on supporting our annuity sales benchmarks and our annuitycompass platform. The ideal candidate will possess strong analytical capabilities, be comfortable will large datasets, and can translate complex data into clear, compelling narratives.

Key Responsibilities

• Support quarterly annuity sales benchmarks & the annuitycompass program
• Collect, clean, analyze large datasets
• Synthesize findings into clear, actionable insights for use with membership
• Create reports, dashboards, data visualizations and presentations that effectively communicate insights
• Build and maintain knowledge of the annuity industry trends and market developments
• Collaborate with cross-functional teams to ensure our benchmarking and annuitycompass program success

What do you need to succeed?

• Experience in the financial services industry, including products, markets, and distribution systems.
• College Degree (business, economics, research financial, mathematics, finance, statistics or related preferred)
• Mathematic and statistic skills to work with data and develop reports; ability to recognize patterns to find useful information in data that's sometimes unstructured
• Ability to apply both qualitative and quantitative approaches to research
• Attention to detail, research, fact-checking and validation skills to ensure valid data sources and verify accuracy
• Experience with ETL (Extract, Transform, Load) processes & troubleshooting (moving/cleaning/loading data)
• Excel proficiency required. Fluency with pivot tables, experience/comfort running/maintaining/creating macros
• Basic SQL proficiency required (ability to pull/manipulate data.)
• Sound written and oral communication skills
• Customer service mind-set and approach
• Critical thinking and problem-solving skills
• Flexibility and adaptability
• Ability to work both independently and as part of a team
• Ability and willingness to take initiative

Preferred skills:

• VBA for Excel a plus
• Tableau, dashboards prep builder
• R experience a plus
• SAS experience a plus

We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.