About This Role
Performing analytical tasks for the enterprise investment portfolios and assisting in analyzing investment managers and portfolios are the core responsibilities of this role. The Investment Analyst will also assist in the administration and analysis of investment portfolios managed by external investment managers.
Responsibilities
- Assist in monitoring external public and private asset managers for investment performance, attribution, risk, and opportunity set research
- Statistically compare investment managers on various metrics
- Assist in the research and analytics for quarterly Investment Strategies performance reports
- Prepare materials for monthly Investment Board meetings
- Help prepare for (research, analysis) and participate in quarterly calls with current and prospective investment managers
- Assist in monitoring capital markets, create asset class and market dashboards, and maintain knowledge of current market trends and practices
- Assist the CIO, Director, and/or Principal of Investments with research and analytical projects
- Perform other duties as assigned to support the efficient operation of the department
- Develop and maintain the investment risk management-monitoring program
- Analyze investment manager strategy and portfolio results
- Assist in the ongoing monitoring of managers
- Perform asset allocation studies
- Be the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research
Requirements
- Bachelor’s degree is required prior to starting this position (not required at the time of application)
- Strong computer skills, including Microsoft’s Office Suite (Excel, PowerPoint, and Word)
- Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors
- Ability to work proactively in a time-sensitive environment and handle confidential material
- Demonstrated interest in investing and global markets, economics, and investment management
- Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories
- Strong research and problem-solving skills
- Strong demonstrated written and oral communication skills
- Ability to handle multiple tasks simultaneously
- May be required to obtain and maintain a gaming license at the discretion of the San Manuel Tribal Gaming Commission
Nice to have:
- Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio
