Consultant-Fixed Term

Job description

Working/Functional Title

Investment Analyst

Position Summary

POSITION TITLE: Investment Analyst

SUPERVISOR: Chief Investment Officer

RESPONSIBILITIES:

    Assist investment team with due diligence and preparation of investment recommendation for prospective investments Analyze and monitor existing investments (e.g. performance, portfolio positioning / exposure, compliance, cash flow and liquidity) Create and maintain financial models Maintain a database for prospective and existing investment managers Assist in preparation of board materials and other recurring reports Build relationships with investment managers and external service providers e.g. investment consultants, database vendor Assist in operations, administration and reporting functions Perform special projects as needed

Supervisory Responsibility: NA

Travel: Nominal travel time required.

Required Degree

Bachelors -Finance, Engineering, Economics

Minimum Requirements

Experience: 0 - 2 years of investment-related work experience

Plan to pursue or currently pursuing CFA, CAIA

Desired Qualifications
  • Working knowledge of capital markets, economics, investment management
  • Ability to comprehend and extract key financial data from a variety of financial reporting documents and formats
  • Familiarity with Bloomberg
  • Proficiency with Excel, PowerPoint, Word required; proficiency with Access or other database tools a plus
  • Strong analytical, written and verbal communication skills
  • Strong interpersonal skills and ability to interact professionally with both internal and external constituents
  • Ability to work independently and collaboratively to produce high quality and accurate products
  • Ability to think critically, creatively, and independently
  • Ability to multi-task and perform under pressure
  • Strong organizational skills
  • Absolute integrity and discretion essential
Required Application Materials

CV and three letters of reference

Special Instructions

Contact Allen Huang, Director of Investments, [email protected]

Review of applications will begin on March 14, 2018 and continue until the position is filled.

 

 

 

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Job No:
Posted: 2/28/2018
Application Due: 11/17/2018
Work Type:
Salary: