Investment Analyst

AAA • Costa Mesa, CA

1d

About The Position

Investment Analyst This position performs complex investment analyses in determining investment strategy, investing assets, monitoring investment performance and ensuring guideline and regulatory compliance. Presents findings and makes recommendations to senior management. Job Duties Performance Measurement - Preparation of Board reports, reports to executives, computation of investment returns. Also monitors manager turnover and capital gains. Evaluates portfolio performance and makes recommendations as appropriate. Develop, revise, and implement procedures. Provide support to department as needed. Compliance - Monitors compliance with Instructions for Active Managers guidelines, DOL regulations, insurance code and ERISA. Includes transaction survey summaries, and verification of manager fees and directed commissions. Makes recommendations for changes in the guidelines. Recurring Investment Analyses – Complex asset/liability reviews for pensions, 401(k) reporting, custodian searches and consultant searches. Identifies areas of concern, recommends steps to mitigate. Monitors portfolio performance, resolve underperformance if identified. Meets with potential investment managers, maintains database of investment managers and investigates new asset classes and strategies. Responsible analyst for selected sub-asset classes with responsibilities for researching, analyzing, documenting presenting and monitoring of asset classes and relevant managers. Interprets the analysis and presents findings that assist in determining investment strategy. Keen interest in capital markets and a desire to understand and analyze them on a regular basis applying the analysis to the current portfolio to improve investment results. Cash Management - Approves wires from custodian bank, ensures that funds are available for expected cash outflows and recommends wire amounts to fund Pension disbursements. Invests overnight funds. Much of the work is of a non-routine nature, requiring a high level of independent thought and decision making. Excellent skills in data analysis using MS Excel and Access. Knowledge of other analytical tools is welcome. Both written and oral communication skills are important.

Requirements

• Bachelor’s degree in Business, Finance, Economics or STEM.
• 4-6 years Investment and asset management or related professional experience is required.
• A high proficiency in Microsoft Office is required (particularly in Excel, but also including Word, Access and PowerPoint).
• Excellent skills in data analysis using MS Excel and Access.
• Both written and oral communication skills are important.

Nice To Haves

• A working knowledge of Bloomberg or Factset is helpful.
• Knowledge of other analytical tools is welcome.

Responsibilities

• Performance Measurement - Preparation of Board reports, reports to executives, computation of investment returns.
• Monitors manager turnover and capital gains.
• Evaluates portfolio performance and makes recommendations as appropriate.
• Develop, revise, and implement procedures.
• Provide support to department as needed.
• Compliance - Monitors compliance with Instructions for Active Managers guidelines, DOL regulations, insurance code and ERISA.
• Includes transaction survey summaries, and verification of manager fees and directed commissions.
• Makes recommendations for changes in the guidelines.
• Recurring Investment Analyses – Complex asset/liability reviews for pensions, 401(k) reporting, custodian searches and consultant searches.
• Identifies areas of concern, recommends steps to mitigate.
• Monitors portfolio performance, resolve underperformance if identified.
• Meets with potential investment managers, maintains database of investment managers and investigates new asset classes and strategies.
• Responsible analyst for selected sub-asset classes with responsibilities for researching, analyzing, documenting presenting and monitoring of asset classes and relevant managers.
• Interprets the analysis and presents findings that assist in determining investment strategy.
• Keen interest in capital markets and a desire to understand and analyze them on a regular basis applying the analysis to the current portfolio to improve investment results.
• Cash Management - Approves wires from custodian bank, ensures that funds are available for expected cash outflows and recommends wire amounts to fund Pension disbursements.
• Invests overnight funds.

Benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

What This Job Offers

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