Investment Analyst

San Manuel • Highland, CA

5h • Onsite

About The Position

Under the direction of the Director, Investment Strategies, the Investment Analyst performs analytical tasks on behalf of the enterprise investment portfolios and assists in analyzing investment managers and portfolios. Assists in the administration and analysis of investment portfolios managed by external investment managers. Develops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research.

Requirements

• Bachelor’s degree is required prior to starting this position but is not required at the time of application.
• Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio is preferred.
• Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above.
• Strong computer skills, including Microsoft’s Office Suite (Excel, PowerPoint, and Word) is required.
• Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors is required.
• Ability to work proactively in a time-sensitive environment and handle confidential material is required.
• Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories.
• Strong research and problem-solving skills are essential.
• Strong demonstrated written and oral communication skills.
• Must have strong written and oral communications, including research and problem-solving skills.
• Ability to handle multiple tasks simultaneously.

Nice To Haves

• Strong ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred.
• Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements is preferred.
• Demonstrated interest in investing and global markets, economics, and investment management.
• Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred.

Responsibilities

• Assists in monitoring external public and private asset managers for investment performance, attribution, risk and opportunity set research; statistically compare investment managers on various metrics.
• Assists in the research and analytics for quarterly Investment Strategies performance reports and prepares materials for monthly Investment Board meetings.
• Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers.
• Assists in monitoring capital markets, creates asset class and market dashboards, and maintains knowledge of current market trends and practices.
• Assist the CIO, Director, and/or Principal of Investments with research and analytical projects.
• Performs other duties as assigned to support the efficient operation of the department.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level