Investment Analyst Intern (Private Equity – Venture, Growth, Buyout, Special Situations)

Utah Retirement Systems•Salt Lake City, UT

About The Position

Utah Retirement Systems provides financially sound retirement and 401(k)/457 investment benefits, as well as comprehensive health and dental, disability, and life insurance benefits to active and retired Utah public employees and their beneficiaries. To learn more about the URS Investments Department click here. Temporary position not to exceed 29 hours per week for up to one (1) year or 40 hours per week for up to six (6) months. Our work is a mix of public service and professional investing. The URS Investment teams manage equity, credit/fixed income, absolute return, real assets, and private equity globally across both public and private markets. During the course of the internship we expect interns to become an extension of the URS investment team. Interns are challenged with projects that stimulate creativity and analytical thinking to solve real investment issues. Projects include participating in due diligence on both prospective and existing investments, conducting analysis, and various other projects related to managing a $40+ billion pension plan. Interns participate in all aspects of the investment process to create value for the portfolio and to further their education and growth.

Requirements

Actively pursuing undergraduate or graduate degree at an accredited university in the fields of investment management, business administration, accounting, financial management, business economics, mathematics or related field.
Must demonstrate competence with basic investments and portfolio management concepts either through applicable work experience or education; or an equivalent combination or education and experience.
Microsoft Office Suite.
Access, Visual Basic, SQL, and Bloomberg.
Accounting; auditing principles and techniques.
Financial theory and statistical measures.
Basic knowledge of investments and portfolio management practices such as: portfolio finance and investment methods and concepts.
Knowledge of investment performance measures.
Financial forecasting,
Portfolio sensitivity and risk analysis.
Communicate effectively both verbally and in writing.
Establish and maintain effective working relationships with colleagues.
Follow written and verbal instructions.
Prioritize work.
Perform within deadlines.
Work well in a team environment as well as independently.
Multi-task by handling a variety of duties in a timely and efficient manner.
Follow through with assignments.
Deal effectively with stress caused by workload and time deadlines.
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.
As a requirement of this position, the employee will submit to the URS Investment Compliance Oﬀicer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee’s control and direction, or under the control and direction of the employee’s spouse.

Nice To Haves

Preference will be given to graduate degree candidates.

Responsibilities

Provides due diligence support to the investment team.
Gathering and organizing information generated during the due diligence process
Participating in due diligence phone calls and meetings
Compiling materials for Investment Committee presentations.
Assists with investment-related research projects as needed.
Working with investment team to define project scope and objectives
Gathering relevant information from a variety of internal and external resources
Contributing to presentation of research findings and project implementation.
Prepares research papers and analysis on:
Market activity and portfolio sensitivity to various risks
Market innovations and potential portfolio solutions
Other projects as needed.
Assists in producing timely and accurate reports for investment department.
Promotes cooperation among departmental staff and with outside advisers.
Maintains regular and reliable attendance.
Maintains strict confidentiality.
Performs other related duties as required.