Casey Steen
Waukee,IA
Summary
Assistant Portfolio Manager with a proven track record in Fixed Income markets, managing assets over $600 million and executing $150 million in trades. Excelled in financial statement analysis, relative value assessment, and fostering collaboration. Delivered impactful investment presentations and thrived in high-stakes environments, demonstrating detailed investment analysis and team synergy.
Overview
4
4
years of professional experience
Work History
Assistant Portfolio Manager
Farm Bureau Financial Services
West Des Moines, IA
05.2022 - Current
- Oversaw assets exceeding $600 million for dual insurance portfolios under an LDI mandate leveraging fundamental analysis.
- Covered the Consumer and TMT sectors within the Corporate Credit asset class.
- Executed over 100 trades across public and private credit markets with a total book value of about $150 million.
- Delivered 14 private placement investment presentations to the Investment Committee, totaling $44 million in investments.
- Provided monthly updates on pension funded status to the Chief Investment Officer while helping to manage the company's defined benefit plan.
Teaching Assistant
Tippie College of Business
Iowa City, IA
08.2021 - 12.2021
- Guided foundational financial lessons for more than 150 sophomore business students.
- Presented and answered student questions surrounding concepts, including the time value of money, securities valuation, forecasting expected returns via CAPM, and capital budgeting.
Investments Intern
Farm Bureau Financial Services
West Des Moines, IA
12.2020 - 07.2021
- Developed and managed various reports supporting the investment research due diligence processes.
- Conducted extensive industry research and relative value evaluations to support credit underwriting for private placements.
- Acquired proficiency in Bloomberg and Microsoft Excel.
Education
Level III Candidate - Portfolio Management
CFA Institute
02.2025
B.B.A. - Finance
University of Iowa
Iowa City, IA05.2022
Skills
- Fixed income analysis
- Financial statement analysis
- Investment recommendations
- Fundamental analysis
Websites
Timeline
Assistant Portfolio Manager
Farm Bureau Financial Services
05.2022 - Current
Teaching Assistant
Tippie College of Business
08.2021 - 12.2021
Investments Intern
Farm Bureau Financial Services
12.2020 - 07.2021
Level III Candidate - Portfolio Management
CFA Institute
B.B.A. - Finance
University of Iowa
Similar Profiles
Heather JohnsonHeather Johnson
Insurance Agent/Registered Rep at Farm Bureau Financial ServicesInsurance Agent/Registered Rep at Farm Bureau Financial Services
ALEXIS HOLTONALEXIS HOLTON
Sales Associate at Farm Bureau Financial ServicesSales Associate at Farm Bureau Financial Services
Lauren ErbLauren Erb
Customer Experience Rep at Farm Bureau Financial ServicesCustomer Experience Rep at Farm Bureau Financial Services