Investment Analyst Job Description Sample
What you will do: The Investment Analyst will work closely with the Investment Manager, Investor Director, and Seattle Children's Finance Department on all facets of managing Seattle Children's, $2.1B investment portfolio. The Investment Analyst position encompasses both operational and investment analysis responsibilities with the goal of assuming increasing investment responsibility over time.
Data Management & Reporting: Ensure the capture of all performance and exposure information from external investment managers.
Maintain internal models and performance/exposure reports. Maintain the accuracy and timeliness of performance, risk and CRM systems.
Assist in the preparation and organization of quarterly investment committee meeting materials. Liaise with external stakeholders and Children's staff to organize and schedule investment committee meetings.
Investment Management: Participate in meetings and calls with external investment managers. Assist in due diligence of external managers.
In conjunction with Children's Finance/Treasury staff assist with subscription and redemption activity as well as the completion of regulatory filings and audit requirements.
Generate, organize, and maintain electronic records to ensure institutional memory.
Employer Offerings: To attract and retain the best workforce, we provide competitive salaries, great benefits and excellent professional development.
Those are some of the reasons Those are some of the reasons Becker's Hospital Review listed us as one of 150 Great Places to Work in Healthcare. Offerings include:
Vera Whole Health: Access to free health and wellness services at our near-site employee clinics.
Childcare Subsidy Program-provides eligible employees with financial assistance to supplement basic child care costs.
Care-Services: Back-up care for children and adult/senior care planning
Inclusion Networks: The Inclusion Network is Seattle Children's organizational resource group program.
It is an interconnected community of Children's employees who are committed to the Inclusion Network mission and vision. Individual Networks include: Q Pod (LGBTQ) Network, Green Team (Sustainability) Network, Hola (Hispanic/Latino) Network, Indigenous Peoples Network, Parenting Network, Black and African Heritage Network
Our community welcomes diverse experiences, backgrounds and thoughts because this is what drives our spirit of inquiry and allows us to better connect with our increasingly diverse patients and families. Each of us is respectfully encouraged to be ourselves within this community, which cultivates and promotes diversity and inclusion at all levels.
Required Education/Experience: - Bachelor's Degree - Minimum two years of finance or investment-related work experience, preferably at an endowment, foundation, investment consulting firm, or family office. Preferred: - Progress towards the Chartered Financial Analyst designation is strongly preferred.
We Are Hiring
101 Clayton-Hanley Building
Why Join Ascension?
Ascension is a faith-based healthcare organization dedicated to transformation through innovation across the continuum of care. As the largest non-profit health system in the U.S. and the world's largest Catholic health system, Ascension is committed to delivering compassionate, personalized care to all, with special attention to persons living in poverty and those most vulnerable. In FY2017, Ascension provided more than $1.8 billion in care of persons living in poverty and other community benefit programs. Ascension includes approximately 165,000 associates and 34,000 aligned providers. Ascension's Healthcare Division operates more than 2,600 sites of care – including 153 hospitals and more than 50 senior living facilities – in 22 states and the District of Columbia, while its Solutions Division provides a variety of services and solutions including physician practice management, venture capital investing, investment management, biomedical engineering, facilities management, clinical care management, information services, risk management, and contracting through Ascension's own group purchasing organization.
What You Will Do
As an Investment Analyst with Ascension, you will have the opportunity to perform asset allocation and risk management research, develop new investment theses, monitor a number of functions, including portfolio performance, manager due diligence, risk and liquidity analysis, and support client reporting and business development efforts.
Performs in-depth research to design asset valuation models, enhance risk management techniques, and ensure efficient portfolio management.
Provides recommendations and opinions on current asset allocation, asset class valuations, and investment theses.
Gathers and processes research on macroeconomic conditions from industry and other sources as it relates to investment opportunities. Prepares and reviews monthly client reports and quarterly investment committee materials, as well as materials to support new business development.
Executes due diligence meetings on current as well as prospective investment managers to help formulate opinions and action items.
What You Will Need
- High school diploma/GED with 2 years of experience, or Associate's degree, or Bachelor's degree required.
Equal Employment Opportunity
Ascension Health is an EEO/AA employer: M/F/Disabled/Vet. For further information regarding your EEO rights, click on the following link to the "EEO is the Law" poster:
Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.
Ascension Health participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information.
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Responsible for financial analysis of prospective acquisitions, developments and dispositions as well as preparation of management committee memos for proposed transactions.
Essential Job Functions
Analyzes historical financial statements, performs market research and analysis for industrial properties considered for acquisition, development or disposition.Prepares detailed projections of net operating income and cash flow utilizing financial modeling software (ARGUS and Excel).Conducts market research and analysis to provide a basis for assumptions used in financial modeling. Interacts with regional offices, management, consultants, brokers and other market participants to both gather and verify research, assumptions and conclusions.Prepares management committee memos that are submitted to CEO, CIO and other senior management, as appropriate, for approval of potential transactions.Performs administrative functions including updating Investment Database and Status Reports and special projects as assigned.Out of town travel is an essential job function.Performs other duties as assigned, some of which may be essential to the job.Qualifications
Knowledge, Skills, and Abilities
Knowledge of basic finance principles at a level normally acquired through completion of a Bachelor's degree in finance and/or real estate. Must have the ability to analyze and understand leases, operating statements, purchase contracts, letters of intent and financial statements and a general understanding of credit and capital markets.One to two years of related experience with similar job requirements a plus.Must have a thorough understanding of financial modeling, including the production of cash flow models, cash-on-cash yield, IRR analysis and discounted cash flow valuations utilizing both ARGUS and EXCEL.Excellent interpersonal and telephone communication skills.Strong organizational and written communication skills including ability to prepare, edit, proofread and check accurate and appropriate documentation and presentations.Strong computer skills necessary to prepare and adjust financial models, enter and manipulate words and data and use standard microcomputer-based software to communicate with others, prepare documentation, and/or analyze data..Attention to detail is a must; accuracy of financial information is critical to making correct investment decisions.Strong analytical and intellectual rigor.
Physical and Other Requirements
Work requires regularly sitting for extended periods of time when working with computer system.Work is performed in a normal office environment where there are relatively few physical discomforts due to dust, dirt, noise, and the like.Internal Contacts: Interface with all departments within company to gather and exchange information to discuss results of financial research and analysis.External Contacts: Brokers, Attorneys, Consultants and tenants to obtain or exchange information related to research, analysis and due diligence.
Equal Employment Opportunity
First Industrial Realty Trust, Inc. is an Equal Opportunity Employer Committed to Diversity, M/F/D/V
The KNW Group is seeking an Investment Analyst to join our Retirement Consulting team. Primary responsibility of this position is to formulate and deliver investment advice to plan sponsors and investment committees of employer-sponsored retirement plans. The position will be required to contribute to our team’s investment research and manager due diligence efforts as well as delivering advice and collateral generated by our team to clients.
- Evaluate data and make strategic recommendations to retirement plan clients the reflect diligence and a reasonable basis.
- Deliver regular due diligence updates to plan investment committees.
- Conduct ad hoc projects for clients as needed.
- Assist clients in documenting investment due diligence activities consistent with their fiduciary responsibilities.
- Support prospective client RFP process.
- Conduct qualitative and quantitative reviews of investment managers.
- Manage and coordinate internal research resources to deliver review collateral.
- Bachelor’s degree in Business, Accounting, Finance and/or CFA designation preferred.
- Minimum of five years’ experience as an analyst or client service contact within the investment industry.
- Exceptional verbal and written communications skills with a strong customer service focus and ability to resolve issues.
- Proficiency in Microsoft Office applications, including, but not limited to: Excel, Word and Power Point.
- Knowledge of investment applications (e.g. Morningstar Direct, MPI)
- Accuracy and attention to detail.
- Ability to thrive under pressure and deliver quality work within tight deadlines.
- Demonstrate exceptional teamwork and the flexibility to adapt in a fast-paced work environment
- Bachelor’s degree in Business, Accounting, Finance.
Brandywine Realty Trust, a premier commercial Class A full service real estate company with operations nationwide, has an immediate opening for a full-time Investment Analyst in our corporate headquarters located in Philadelphia, PA. The role has the primary responsibility for working within a small investments group and reporting directly to the VP, Portfolio Management. The successful candidate will need to be very proficient with investment modeling, have excellent analytical skills, along with exceptional inter-personal skills and will have the opportunity to present their findings to various departments and management levels within the organization, including the CEO. The ideal candidate should have a high energy level and be able to work well under pressure and meet deadlines. In addition, must have a "team player attitude," and a positive, outgoing, customer service orientation is a must.
Underwrite property acquisitions using ARGUS, Realogic and Excel.
Model complex joint venture waterfalls in Excel.
Prepare development and redevelopment models.
Create presentations for investment committee using PowerPoint, Word and Excel.
Research sales and lease comps for various projects.
Update and maintain internal sales comp database.
Mine various sources (i.e. – RealPoint, Auction.com, CoStar, etc.) for investment opportunities and market intelligence.
Prepare ad hoc financial analysis on an as-needed basis.
Bachelor's Degree in Finance, Accounting, Real Estate or a related field is required
Minimum of one to three years of working experience, preferably in real estate investments, lending or appraisal industry.
Proficient in using ARGUS, Excel and PowerPoint.
Working knowledge of Realogic, CoStar, RealPoint, etc.
Solid experience and understanding with financial modeling and building/manipulating complex spreadsheets
Ability to interpret and synthesize general concepts as well as raw data into a comprehensive financial analysis.
The Investment Analyst is responsible for researching prospective equities, monitoring current portfolio holdings for the Non-U.S. Intrinsic Value Large & Small Cap Strategies and provide support for the portfolio manager and team activities. These activities are not limited to equity research-oriented responsibilities.
This individual will assess the intrinsic value of companies being assigned including those in developed and developing markets. Intrinsic value is determined through utilizing a strict fundamental, bottom-up, absolute value approach. The investment analyst will be assigned specific names to research and will partner with the portfolio manager to determine investment suitability in accordance with the strategy guidelines. The analyst will be researching companies across a broad range of sectors and will need to develop an appreciation for long-run industry economics. This individual must be able to conduct research independently without the influence (or availability) of sell-side research.
The successful candidate will possess a combination of strong quantitative skills, a passionate advocate of the absolute value approach to investing, deep appreciation for financial accounting, attention to detail and be able to manage to tight deadlines. Given the strategy's global mandate and holdings, this role will require non-traditional hours to account for coverage of European, Asia-Pacific and Latin America markets in addition to the United States
Minimum of five (5) years' experience in equity research using broad-based, global fundamental "bottom-up" company analysis. Experience across multiple geographies and sectors is strongly preferred.
Passionate about value investing, particularly a fundamental, bottom-up, absolute value approach to investing in the public equity markets.
Highly motivated, energetic and intelligent self-starter with the ability to work independently and as a member of the research team with minimal direction.
Strong organization skills – able to effectively prioritize tasks, organize, plan and follow-through on deliverables while providing consistent and high-quality work product.
Strong verbal and written communication skills – able to articulate investment ideas and thesis in a clear and concise manner
High degree of intellectual curiosity and mental agility – evidenced through an open-minded, logical, creative and highly ethical mindset.
Undergraduate degree in economics, business, international finance or a related degree required. MBA and/or CFA preferred.
Japanese language skills – written and verbal strongly preferred.
EOE Policy Statement: American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
Job Description: and Responsibilities
The Interactive Brokers Group of companies seeks an Investment Analyst to join a full service in-house family office. The family office provides comprehensive wealth management services, including investment services, tax planning and compliance, financial reporting and business transaction oversight and execution. The Investment Analyst will assist the team in providing investment support to the family office entities. The position is located in Greenwich, Connecticut.
Assist in all aspects of due diligence and investment analysis for direct investments, co-investments and fund investments across equity, debt and alternative asset classes.
Research economic, industry and financial market trends.
Perform financial analyses, including cash flow projections and sensitivity analyses.
Prepare investment materials and updates for new or existing investments.
Prepare monthly reporting for all asset classes.
Monitor investments on an ongoing basis, analyze portfolio data, maintain internal databases, and prepare routine and ad hoc internal investment reports.
Create and maintain procedures and internal documentation.
3-5 years of relevant work experience is required.
MBA with strong academic performance.
Strong written and verbal communication skills with exceptional attention to detail.
Proficiency in Microsoft Word, PowerPoint and Excel.
Ability to analyze qualitative and quantitative information and translate into strategic deliverables.
Interactive Brokers Group, Inc. (IEX: IBKR); is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 120 market centers in 31 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing 797,000 trades per day.¹ Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.
¹Figures as of September 30, 2018.
Explore career growth and expand your opportunities at Standard.
Standard Industries is a global industrial company with more than 15,000 employees in over 80 countries. Our industry leading businesses include GAF, BMI Group, Schiedel, Siplast, GAF Energy, and SGI. Key related businesses include strategic investment firm 40 North and Winter Properties, a real estate investment management and development company. Through R&D, innovation, supply chain enhancement and social impact efforts our mission is to build a better world by leading a more modern, conscious approach to industrialism.
What part will you play?
GAF Energy is seeking a talented and highly motivated individual to join the solar project financing team. This position will allow for broad exposure to the solar transaction process, financial modeling, and analysis of GAF Energy's solar investing activities
This exciting role will report to the VP of Structured Finance & Investments and work closely with the Solar Finance, Internal Tax, and Legal teams
This Investment Analyst will be responsible for tracking deal progress and assisting in day-to-day pricing and modeling of GAF Energy's investment activities, which includes working relationships with all of our partners in the solar investment space
What will you be doing?
Develop a good understanding of the C&I solar business and stay informed of all relevant current valuation techniques, accounting rules, and tax laws
Manage financial models for investment opportunities in the solar industry
Understand and comply with all GAF Energy economic parameters and investment processes
Work with external partners to deliver project details and close investments
Build and maintain relationships with GAF Energy partners and identify viable solar projects
Research and understand local renewable energy program and project requirements
Support internal reporting needs
What do we require from you?
BA/BS Degree, with 1-3 years of relevant experience
A curiosity and slant toward solar/renewable energy sector
A naturally self-motivated mentality and adaptable learning style
Proven enthusiasm for solar energy or finance
Experience in investment analysis preferred with strong financial analysis skills
Ability to understand, create, and audit large and complex financial models
Outstanding communication skills, both oral and written
Strong interpersonal skills and the ability to work cohesively with both internal and external stakeholders
Ability to manage diverse relationships and multiple complex projects simultaneously
Attention to detail and a commitment to excellence
Ability to work both independently and with a geographically diverse team
Advanced Microsoft Excel skills and modeling expertise
At Standard, we believe our employees are our greatest resource. We offer competitive salary, benefits, 401k and vacation package for all full-time permanent positions.
Standard is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. Must be eligible to work in the U.S. without need for employer-sponsored visa (work permit).
If you are an internal employee, please do not apply here. Please click on the Careers bubble in Workday, which can be accessed via the HR Portal.
To support Vanguard¿s Retail Advice business with investment analysis, implementation of our investment methodology and to provide educational and training support to Advice crew and leadership.
Duties and Responsibilities
Develops an expertise in Vanguard's investment methodology and its implementation within Retail Advice.
Maintains a working knowledge of Retail Advice's business objectives. Stays abreast of relevant industry and competitive developments that may affect Retail Advice's investment methodology.
Develops and conducts the methodology training for all levels of Advice crew.
Delivers investment content, performs investment research, develops strategy as well as client content on relevant investment issues that is timely and can be broadly leveraged by Advice crew and our business partners.
Assists in the oversight of our managed client portfolios to ensure proper application of our investment methodology, policies and procedures.
Provides analytical support to help Advisors in their client relationships.
Participates in client meetings or calls as necessary.
Serves as a Subject Matter Expert (SME) for methodology systems and is a steward of our investment data.
Leverages internal and external resources to meet business needs.
Participates in special projects and performs other duties as assigned.
Undergraduate degree in finance-related field or equivalent combination of training and experience.
Minimum of 3 years of investment analysis and/or related experience.
Series 6 and 63 licenses (or obtain within 6 months)
Progress towards a related higher educational or professional designation (e.g., MBA, CFP or CFA) preferred.
Excellent quantitative and analytical skills related to investment analysis and general financial planning principles.
Superior desktop computing skills including Microsoft Office, with particular emphasis on Excel.
Excellent written and verbal communication skills.
Strong presentation skills.
Ability to work independently on multiple assignments simultaneously.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Please reference the following article with regard to the licensing requirements of this position.
Vanguard is not offering visa sponsorship for this position.
Intact Financial Corporation is a leading provider of property and casualty insurance in North America. Supported by over 13,000 employees, the Company is the largest Canadian P&C insurer and underwrites US insurance through its OneBeacon subsidiary. The company manages 16 billion dollars in invested assets through its wholly owned subsidiary Intact Investment Management Inc.
Intact Investment Management LLC is a subsidiary of Intact Financial Corporation (IFC). We currently have an opportunity for an Investment Analyst to join our Investment Management team in our Plymouth, MN office, located at 605 North Highway 169.
Reporting to the Portfolio Manager, Fixed Income, the Investment Analyst will be a significant contributor to the U.S. fixed income team. In this role, you will support our investment portfolios, investment process and fixed income research. The position is responsible for assisting the fixed income team in achieving investment objectives by providing market and investment analysis as well as identifying risks across fixed income portfolios.
Support active management of US investment grade fixed income strategies
Conduct market, economic and company research
Performing independent and directed data analysis across a variety of areas including economics, asset classes, industries and companies
Develop and maintain portfolio management, risk management and report tools
Prepare materials for investment committee and senior management
Collecting, constructing and summarizing data for case-specific needs
Present to team, senior management and portfolio managers
Excellent written and verbal communication skills including the ability to make concise arguments with conviction
Strong math and analytical skills
Ability to build strong internal relationships
Driven by performance
Team player with a passion for investments
0-2 years of business or investment experience (2019 graduates encouraged to apply)
Desire to obtain the CFA designation
High proficiency with Microsoft Excel and data management
Team oriented with a strong personal work ethic and attention to detail
Ability to be adaptive and thrive in fast-paced, changing environment
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