Investment Analyst, Investment Office
About The Position
The Investment Analyst position offers an opportunity to have broad exposure across asset classes and develop investment expertise in an intellectually demanding and collaborative environment. The Investment Analyst will assist in enhancing and maintaining the Investment Office's models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity. Other duties including assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates. Additional responsibilities and special projects will be assigned as needed.
Requirements
- Broad exposure across asset classes
- Develop investment expertise
- Intellectually demanding and collaborative environment experience
- Proficiency in maintaining models and analytical tools
- Experience in monitoring portfolio performance, exposures, cash flow and liquidity
- Experience in portfolio operations, administration, and performance reporting
- Experience in maintaining databases of key manager information and comments-sharing databases
Responsibilities
- Analyzing investment performance and portfolio positioning.
- Assisting with due diligence of prospective investments, ongoing monitoring of existing investments, and preparation of investment recommendations and presentations for the Investment Team and Investment Committee.
- Participating in weekly asset allocation and investment manager discussions.
- Enhancing and maintaining the Investment Office's models and analytical tools.
- Monitoring portfolio performance, exposures, cash flow and liquidity.
- Assisting in portfolio operations, administration, and performance reporting.
- Maintaining a database of key manager information and a comments-sharing database for relevant updates.
- Performing additional responsibilities and special projects as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
