Investment Analyst Jobs

About The Position

Requirements

• Knowledge of investment principles
• Knowledge across various investment strategies (private equity, private credit, venture, secondaries, mezzanine, distressed, and real assets)
• Excellent written and verbal communication skills
• Experience in interaction with external management consultants, advisors, and/or legal experts.
• Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.
• Principles and techniques for working with groups and fostering positive team interaction to ensure teamwork is effective.
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
• Standard English, grammar, and usage; standard correspondence and report formats.
• Use of computers in performance of assigned duties; use of related software.
• Pertinent local, state, and federal laws, codes, and regulations governing financial administration and pension funds.
• Quantitative and qualitative analysis
• Methods to for determining the cash position.
• Private market-based investment strategies, portfolio management, direct investment, and investment manager selection.
• Principles and practices of cash management, investment, economic analysis, and modern portfolio theory.
• Operate a computer and other standard office equipment in the performance of assigned duties.
• Use software such as spreadsheets, word processing, graphical presentation, and statistical analysis.
• Operate assigned vehicle in performance of job duties (as required).
• Establish, maintain, and foster positive and effective working relationships.
• Skills within private markets, including all aspects of portfolio management, direct investment, investment manager selection, and diligence processes within an institutional environment.
• Skills in underwriting, investment due diligence and writing investment recommendation memos
• Strong understanding of financial statements and accounting concepts
• Strong financial modeling, portfolio analytics and presentation skills
• Excellent written and verbal communication skills
• Team player with a strong work ethic, high integrity, and desire to learn
• Analyze and understand complex issues in an assigned area of responsibility and develop effective recommendations.
• Plans organize and prioritize responsibilities so that projects and reports are completed in a timely and accurate manner.
• Use independent reasoning to solve complex problems.
• Assign, direct, and evaluate the work of and supervise subordinate staff.
• Process complex information while maintaining attention to detail.
• Communicate clearly and concisely, both orally and in writing.
• Prioritize work; manage time to meet deadlines.
• Make decisions based on data analysis and observation.
• Interpret, explain, and apply pertinent to local, state, and federal laws, regulations, ordinances, policies, and procedures; interpret and apply rules of contract compliance.
• Apply various criteria to evaluate contract bids and recommend selections (as assigned).
• Maintain confidentiality of City information.
• Perform complex analyses of problems and formulate solutions related to assigned areas of responsibility.
• Establish and maintain and promote positive and effective working relationships with employees, other agencies, and the public.
• Interpret financial modeling, portfolio analytics, and presentation skills.
• One year of experience as a Management Analyst with the City of Cincinnati.
• Bachelor's Degree from an accredited college or university in Finance, Business Administration, or accounting or a closely related field.
• One year of full-time professional, directly related, progressively responsible private equity investment experience or other relevant experience involving a high degree of skill in data analysis, financial modeling, and investment evaluation.
• Valid Driver's License.

Nice To Haves

• Master's Degree or advanced degree in Finance, Accounting, Business Administration, or related field is preferred.
• CFA designation or other professional certification such as CAIA preferred

Responsibilities

• Manage research and ongoing due diligence process for several dozen retained and potential investment managers and service providers.
• Quantitative and qualitative analysis at the portfolio level and across assets and GPs.
• Review and refine asset allocation and risk attribution for the system.
• Evaluation of investment opportunities with an emphasis on private markets.
• Consults or coordinates with investment managers, analysts, investment accounting, legal counsel, custodian, third-party advisors, and consultants.
• Evaluates portfolio diversification by geography, sector type, and investment style.
• Assists with the development, monitoring, and reporting of diverse portfolio investments.
• Works as part of a team to implement best operational and risk management practices.
• Recommends and assists in the implementation of goals and objectives establish schedules and methods for the performance of professional duties in support of Cincinnati Retirement Division and system.
• Analyzes and develops processes, procedures, work simplification, computer applications and methods of achieving intended outcomes.
• Meets with employees, management personnel, and citizens to provide training, information, and solutions to problems.
• Participates in the development, execution, and/or coordination of specific programs or studies.
• Performs a variety of complex data gathering, analyses, and report writing activities on a special project basis.
• Prepares and presents a wide variety of policy reports, proposals, documents, and correspondence.
• Perform evaluation of portfolio diversification by geography, sector type, and investment style.
• Monitors and perform analytical studies.
• Assists with the development, monitoring, and reporting of diverse portfolio investment.
• Develops or makes use of computer capabilities to evaluate data.
• Coordinates the activities of consultants.
• Consults or coordinates with investment managers, analyst, investment accounting, legal counsel, custodian, third-party advisors, and consultants.
• Designs and prepares report formats - manual and computerized.
• Performs other tasks related to the management of assigned programs, policies, and procedures as needed.
• Assist those contacted in the course of duty in an effective, efficient, and professional manner.