Staff and Senior Investment Analyst

 

Description of Job Duties:

  • Assist in the monitoring of existing managers of the public and private investments portfolios.
  • Prepare reports for the routine review of asset class level performance.
  • Assist in the screening and due diligence process for new managers.
  • Document the manager due diligence process.
  • Assist with the development of and maintenance of asset class models and databases.
  • Participate in investment research projects from asset allocation to security level review.
  • Assist in the preparation of materials for quarterly board meetings.
  • Complete other duties as assigned.

Education Required: Bachelor’s Degree. MBA or CFA designation is a plus.

Experience Required: 2 plus years of experience preferably at an investment firm, investment bank, or consulting firm.

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