Senior Investment Analyst

ACS•Washington, DC

15h•Onsite

About The Position

ACS is seeking a Senior Investment Analyst to join our team in Washington, D.C. This role will contribute to the development and implementation of investment strategies across all asset classes. The Senior Investment Analyst will source and lead due diligence processes for external investment managers, monitor existing investments, and serve as the primary liaison to investment managers. This position involves participating in investment decision-making, supporting asset allocation and risk management, and coordinating legal and operational due diligence for private investment funds. The role also requires building and maintaining strong relationships with industry stakeholders and preparing materials for the Pensions and Investments Committee. The Senior Investment Analyst will manage ad hoc projects related to investment portfolios, retirement plans, and debt financings, and conduct in-depth research on investment managers, portfolios, and market trends.

Requirements

Bachelor’s degree in finance, accounting, economics, or a related field with a minimum of 7 years of professional experience.
Advanced proficiency in Microsoft Excel; familiarity with statistical analysis and comfort working with data platforms such as Bloomberg.
Exceptional oral and written communication skills.
Ability to work independently in a fast-paced and dynamic environment.
Meticulous attention to detail and a commitment to high-quality work.
Willingness and ability to mentor junior staff and contribute to team development.
Openness to adopting new technologies and evolving processes.
Genuine interest in the mission and values of the non-profit sector.

Nice To Haves

Prior experience in investments and valuation, such as in investment banking, consulting, asset management, alternative investments, is a strong plus.
Progress toward the Chartered Financial Analyst (CFA) designation is strongly preferred.
Demonstrated passion for investing and a strong understanding of institutional investment practices.

Responsibilities

Contribute to the development and implementation of investment strategies across all asset classes.
Source and lead due diligence processes for external investment managers across public and private markets; draft and present investment recommendations.
Monitor existing investments and conduct qualitative and quantitative analysis; lead update meetings with external managers, and attend annual meetings.
Serve as the primary liaison to current and prospective investment managers; negotiate terms and coordinate with external service providers.
Participate in investment decision-making, including manager selection, rebalancing, and termination across asset classes.
Support asset allocation reviews and risk management initiatives.
Coordinate legal due diligence and operational due diligence for prospective private investment funds.
Build and maintain strong relationships with external asset managers, vendors, legal counsel, peer investors, and other industry stakeholders.
Prepare and present materials to the Pensions and Investments Committee as needed.
Manages ad hoc projects that aid in the management of the ACS investment portfolios, retirement plans, and debt financings.
Conduct in-depth research on investment managers, portfolios, and market trends.