Position Summary

Applies an understanding of the process used in the selection, evaluation and monitoring of investments. Conducts and documents extensive research and analysis to provide manager(s) with financial information, advice and recommendations. Assists with communications to industry contacts as necessary.

• This is an in office position, with an 8am-4pm hybrid schedule
• The hiring manager will also consider candidates for Investment Analyst II. Level of position offered will be based upon the depth and breadth of selected candidate's experience and qualifications.

• The successful Candidate will ideally possess previous investment experience and knowledge of investment evaluations.

Duties and Responsibilities

• Examines and assesses economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investments.
• Compiles research reports and presents findings and recommendations on new and existing investments.
• Utilizes the internal monitoring processes and procedures to keep abreast of assigned investments.
• Forms and maintains relationships with industry contacts to establish and maintain an orderly information network and to keep up to date on changing economic and market trends.
• Reviews and prepares investment-related reports and legal documents as needed.
• Works closely with and assists other Finance Divisions on any related questions, issues or projects by providing investment data and analysis as needed.
• Updates and maintains various software packages and/or databases used to perform investment analysis.
• Travels for investment due diligence and industry meetings as directed
• The first three duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.
• This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.

Competencies

Qualifications

Bachelor's degree in accounting, finance, mathematics or related field required. Experience analyzing investment portfolios, investment performance, risk modeling or equivalent investment experience preferred. Advanced database management, spreadsheet skills and proficiency with Bloomberg preferred. Masters degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.

Physical Requirements