Analyst - Investments (Memphis, TN)

ALSAC • Memphis, TN

1d • Hybrid

About The Position

The Investment Analyst at ALSAC is actively involved in all aspects of portfolio management, and investment and manager research. This position has a generalist focus, offering the opportunity to gain experience in specialized areas long-term, with all team members exposed to every asset class within the portfolio. The analyst will monitor existing investments, evaluate potential new investments, and engage in regular special projects. The role contributes collaboratively to generating attractive long-term real returns while adhering to ALSAC's risk profile. ALSAC (American Lebanese Syrian Associated Charities) exists to raise funds and awareness for St. Jude Children’s Research Hospital, supporting its mission of finding cures and saving children, ensuring families never receive a bill for treatment, travel, housing, or food. ALSAC is committed to developing and celebrating its employees, fostering a dynamic and diverse staff united by the mission to support St. Jude.

Requirements

• Excellent analytical capabilities and demonstrated intellectual curiosity.
• Advanced Microsoft Excel skills, strong knowledge of the rest of Microsoft Office, and experience with financial databases.
• Strong verbal and written communication skills.
• High attention to detail, comfortable working independently and as part of a small team within tight timeframes.
• Strong work ethic and ability to prioritize multiple ongoing projects.
• Bachelor’s degree and 0-4 years of experience within investments, securities, and/or finance industries.
• Strong interest in a long-term career as an institutional asset allocator.

Nice To Haves

• Experience in finance or investments.
• Specialized knowledge and experience in a sub-asset class (e.g., real estate) and/or geography (e.g., China).
• CFA and/or MBA.
• Familiarity with Caissa, Bipsync, Bloomberg, and/or eVestments.

Responsibilities

• Work collaboratively with the team to generate attractive long-term real returns while adhering to the risk profile of ALSAC.
• Monitor and evaluate existing managers, including conducting regular due diligence meetings, and quantitative analysis of returns, holdings, geographies, and sectors.
• Maintain comprehensive documentation on all managers.
• Develop and maintain asset class models and databases.
• Coordinate with external consultants and the Investment Department to originate, research, and due diligence new investment managers.
• Lead due diligence report creation for internal and external consumption.
• Maintain a list of prospective investments.
• Implement and oversee the quantitative and qualitative analyses of investment opportunities, including financial modeling, industry and company analysis, manager benchmarking, and returns analyses.
• Assist in the preparation of presentation materials for Investment Committee meetings.
• Help recruit, train, retain, and mentor junior investment analysts and interns.
• Lead research and writing of detailed annual Investment Department reports.
• Monitor third-party data entry and management of cash flows and investment manager reporting.

Benefits

• Core Medical Coverage: (low cost low deductible Medical, Dental, and Vison Insurance plans)
• 401K Retirement Plan with 7% Employer Contribution
• Exceptional Paid Time Off
• Maternity / Paternity Leave
• Infertility Treatment Program
• Adoption Assistance
• Education Assistance
• Enterprise Learning and Development
• And more

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees