The Investment Analyst will support senior analysts and be part of a team that provides strategic input regarding existing and new opportunities for the investment portfolio. 2-5 years of investment or industry experience is preferred.
Duties & Responsibilities
These responsibilities include:
Assisting with proactively sourcing and evaluating new investment opportunities
Evaluating and monitoring outside asset managers
Building relationships with managers in asset classes ranging from public equities and fixed income to alternatives such as private equity and real estate
Analyzing current market conditions and supporting asset allocation decisions and portfolio construction
Performing research projects on issues relevant for a global institutional portfolio, including researching new investment ideas and themes
Performing investment return and portfolio exposure analysis
Writing investment memorandums and investment recommendations
Specific Work Experience & Background Desired
Bachelor’s Degree with a high university GPA
Investment or industry experience
An advanced degree and/or CFA designation are a plus
