Full-Time

Director - Alternative Credit

Deadline 4/18/27
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

No salary listed

Cincinnati, OH, USA

In Person

Category
Finance & Banking (1)
Required Skills
Financial analysis
Financial Modeling
Requirements
  • Bachelor's Degree - Required
  • 4 - 6 years investment related and/or financial analysis experience with significant investment acumen - Required
  • Proven experience with innovative and strategic problem identification and resolution - Required
  • Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis - Required
  • Demonstrated strong team orientation and experience working effectively within a team - Required
  • Proven strong proclivity for continuous learning and desire to increase breadth and depth of experience - Required
  • Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner - Required
  • Proven superb presentation skills with experience conveying information in a clear, focused and concise manner. Proven ability to answer questions and garner credibility. Demonstrated use of strong listening and communication techniques and presentation software - Required
  • Demonstrated superior selling skills with proven experience effectively influencing individuals and group to a recommended course of action - Required
  • Proven strong analytical skills and comfort with complex data, including demonstrated experience identifying and quantifying problems and providing effective resolutions - Required
  • Ability to understand financial statements, loan agreements and other investment related documentation. Basic knowledge of financial markets; previous leveraged finance experience is a plus. Ability to make judgments based on market knowledge. Experience with financial modeling and analysis - Required
  • Proficient in word processing and spreadsheet applications - Required
Responsibilities
  • Manage a diversified suite of investment portfolios including middle market direct lending, infrastructure lending, private asset backed finance, and other allocations outside of the syndicated credit markets
  • Develop an understanding of various alternative credit markets and broader capital markets in order to assess risk adjusted returns and relative value across competing investment opportunities
  • Shape enterprise investment strategy by leading cross-functional strategic initiatives that expand the firm’s investment toolkit, driving research, due diligence, and recommendations that inform CIO, CEO, and board-level decision-making
  • Determines and implements overall portfolio strategy for assigned portfolios, including top down positioning (risk allocation, sector/country weights), sector allocation, security selection, and performance relative to benchmarks
  • Works closely with co-CIO, Sr. PM, and analyst team to review and report on overall portfolio risk levels, sector/country exposures, and issuer-level exposures
  • Deliver measurable enterprise impact by executing investment strategies that materially improve liability crediting rates and strengthen the company’s long-term competitive positioning
  • Influence enterprise direction by preparing and presenting high-impact materials to senior leadership and board-level committees, shaping strategic conversations on pricing, profitability, and capital allocation
  • Generate specific recommendations across managed vehicles of various types (funds, SMAs, JVs) as well as co-investments, direct investments, and strategic partnership opportunities
  • Source, underwrite, and present investments to senior management in Private Investments Committee and Finance Committee
  • Generate returns that exceed stated portfolio goals and objectives
  • Stays current on trends in the insurance industry to maintain awareness of competitors, expansion opportunities, customers, markets, and new industry developments and standards
  • Performs other duties as assigned
  • Complies with all policies and standards
Desired Qualifications
  • Master's Degree - Preferred
  • Chartered Financial Analyst (CFA) Upon Hire - Preferred
Western & Southern Financial Group

Western & Southern Financial Group

View

Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

Simplify Jobs

Simplify's Take

What believers are saying

  • IncomePoint SPIA launches on Fidelity's Guaranteed Income Direct platform in 2026.
  • RetireOne partnership expands SPIA access to RIAs since June 2025.
  • Till Financial bolsters direct-to-consumer strategy for younger demographics.

What critics are saying

  • Fidelity's platform pits Western & Southern against three competitors now.
  • IncomePoint caps premiums at $2 million, losing high-net-worth clients.
  • Till integration dilutes core annuity focus within 12 months.

What makes Western & Southern Financial Group unique

  • Western & Southern emphasizes face-to-face middle-market client relationships since 1888.
  • Subsidiaries like Gerber Life and Fabric target family-focused insurance offerings.
  • Till Financial acquisition adds digital family banking with parental controls.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Western & Southern Financial Group who can refer or advise you

Benefits

Flexible Work Hours

Performance Bonus

Company News

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.

Securities and Exchange Commission
Feb 1st, 2024
SEC FORM D/A

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Western & Southern Financial Group
Jan 31st, 2024
Western & Southern, Fidelity Investments Offer New Approach To Protected Retirement Income

Western & Southern recently introduced IncomePoint - a new single-premium immediate annuity (SPIA) - within employer-based retirement plans administered by Fidelity Investments.

Business Wire
Jan 25th, 2024
Fidelity’S® Guaranteed Income Direct Solution Available Nationally, Enabling Employees To Convert Retirement Savings Into Lifetime Income

BOSTON--(BUSINESS WIRE)--Fidelity Investments®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement. Retirement preparedness is a source of financial stress for employees: 79% are worried they won’t have enough money to last their lifetime3, and 85% feel employers should take more responsibility in helping them prepare for retirement4. As such, guaranteed income solutions within workplace retirement plans have become increasingly popular. Fidelity research shows the number of retirees and pre-retirees deciding to stay in plan past their retirement date has continually increased over the past 10 years5, with 65% of participants expressing interest in having guaranteed income options in their workplace plans.6 For employers, the feelings are mutual: 81% of plan sponsors7 would prefer to give retirees the flexibility to stay in plan and withdraw assets throughout their retirement years. “A key challenge for employees as they transition from saving for retirement to living in retirement is ensuring there’s enough predictable income to cover essential expenses,” says Keri Dogan, senior vice president, Financial Wellness and Retirement Income Solutions at Fidelity. “Many people feel anxious about how to generate income in retirement and want to reduce the risk of outliving their assets