Investment Analyst Job Description Sample
Tortoise invests in assets and services that serve essential needs in society and can also serve essential needs in clients' portfolios, such as diversification and income. Tortoise's expertise spans traditional energy investing across the entire energy value chain, sustainable infrastructure including wind, solar and water infrastructure, credit investing, direct lending to social infrastructure projects and index construction. Through a variety of investment vehicles, Tortoise provides a wide range of client solutions, focused on their evolving needs. For more information, please visit www.tortoiseadvisors.com.
Tortoise is seeking an Investment Analyst in the Wilton, Connecticut office. The Investment Analyst is responsible for supporting all aspects of clean energy and infrastructure private equity investment activities. This is an extraordinary opportunity for an entrepreneurial individual to specialize in clean energy and infrastructure equity investment under the sponsorship of a well-capitalized institutional investment firm. This position offers the potential for a highly motivated individual to grow with the clean energy and infrastructure investment business and be promoted over time into positions of increasing responsibility.
The primary analyst functions are to support the execution of private equity investments across clean energy and infrastructure sectors including solar, wind, waste-to-energy, water, and battery storage. The individual will become an essential member of the deal team and perform business and financial due diligence, industry analysis, financial modeling of acquisition opportunities, valuation, and manage aspects of ongoing monitoring of investments. The individual may also gain exposure and support other strategic initiatives including fundraising, market research, product development, origination and portfolio management. These primary responsibilities are in addition to:
Execute under the supervision of a senior deal team member all aspects of private equity acquisitions, including financial modeling, valuation, due diligence process, investment committee approval process, working with lenders and tax equity providers, and drafting term sheets.
Support the analysis, structuring, execution and management of investments to achieve investment objectives
With the guidance of senior investment professionals, research market conditions and prepare sector based market strategy analyses considering risk and relative value perspective of different subsectors and products
Develop financial models for new investments and review the maintenance of models for portfolio management and valuation
Perform ad hoc financial and investment analyses supporting the firm's strategic objectives
Develop and maintain marketing materials promoting the firms capabilities and support the development and delivery of presentations to prospective customers and investors
1-3 years of relevant investment experience (in project finance, investment banking, investment management, or related fields)
CFA designation or pursuing CFA designation preferred
Strong preference for relevant experience with financial modeling (i.e. using discounted cash flow approach to valuation) of US renewable energy project acquisitions, including detailed operating builds and capital structure (i.e. tax equity, debt) analysis
Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task in a dynamic, small company environment
Excellent written and verbal communication skills, demonstrated through a professional writing sample
Demonstrated ability to independently research and write concise reports on sector specific issues to support investment analysis, deal structuring and marketing
Strong interpersonal skills and ability to work well in teams
Undergraduate in business, engineering, accounting or math related degree with high GPA
Proficiency with Excel, Word, Powerpoint required
We welcome your interest in being a part of the Tortoise team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.
At Panda, we all share a common mission: "Deliver exceptional Asian dining experiences by building an organization where people are inspired to better their lives." We invest in our people because great people run great operations that will exceed our guests' expectations. Talk to any of our associates and you will experience a culture dedicated to its mission and our five fundamental values- Proactive, Respect/Win-Win, Growth, Great Operations, and Giving.
Panda Restaurant Group includes the original Panda Inn fine dining restaurants, Panda Express, our Gourmet Chinese food concept served in a fast casual environment, and Hibachi San, our Japanese grill concept. The family owned and operated company is still run by founders Andrew and Peggy Cherng.
Panda offers competitive benefits and rewarding opportunities, from entry-level positions to management. We have restaurant positions available nationwide and support center positions in Rosemead, CA. Come join the nation's largest and fastest growing Asian restaurant company.
The Investment Analyst is responsible for assisting the senior members of the Alternative Investment team in making and managing direct and indirect private equity, private debt and venture capital investment decisions across various sectors. This position works with the Chief Investment Officer and the Alternative Investment team on managing and monitoring the Alternative Investment portfolio, including origination and diligence of opportunities, structuring transactions, presentation to the Investment Committee, and execution/negotiation of deal terms.
Assists the Chief Investment Officer and the Alternative Investment team in making, managing and monitoring direct and indirect private equity, private debt and venture capital investment decisions across various sectors.
Generates monthly and quarterly reports of investment values, performances and trends and presents to senior members of the AI Group and CFT on a regular basis. For troubled investments, may generate reports more frequently, including details about investment risks, product pricing, and rate changes.
Identifies and understands the interests and investment criteria of the Cherng Family Trust's Alternative Investment platform and assists the Alternative Investment team with managing and monitoring the portfolio.
Assesses and analyzes companies to understand the products, competitive landscape, industry dynamics, financial statements/models/projections and financial information.
Develops transaction materials including investment memoranda, drafting summary investment emails and reports.
Reviews third party due diligence reports including quality of earnings, audited financials, white papers, industry reports, etc.
Monitors current industry developments, underlying trends that affect the equity/debt capital markets.
Conducts due diligence calls and meetings and attends management meetings
Bachelor's degree with minimum 3.5 GPA required
1-2 years of relevant work experience
Chartered Financial Analyst candidacy preferred
Successful completion of annual store training
Panda Restaurant Group's culture is strongly guided by our Mission and Values, highlighted on the Panda websites. We recommend all interested candidates become familiar with our Mission and Values, as well as the principles of The Seven Habits of Effective People, by Stephen Covey.
Panda Restaurant Group, Inc. is an Equal Opportunity Employer
Knowledge & Skills:Formal Education:
* Master's Degree in Finance, Accounting or related subject desired. * Bachelor's Degree in relevant field required.* CFA and/or CPA designation preferred.*
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.
Reporting to the CIO, contribute investment research to our four model equity strategies. Some work will be independent and other work will be in support of our senior analysts and portfolio managers. The primary areas of coverage by the team are large cap US equities with additional coverage of mid cap and international holdings. Generalist flexibility preferred, but specific preferences (if any) should be mentioned in cover letter.
The role will also serve as the point person for all external manager due diligence and monitoring in cases where mutual funds or ETFs are used to access certain areas of the market. This portion of the role will include exposure to global markets, commodities and fixed income. Periodic collaboration with fixed income team is likely.
The ideal candidate will be comfortable collaborating, debating and working in a team environment. Must also be willing to participate on investment, managerial or administrative committees and projects as appropriate.
Support senior analysts and portfolio managers on research ideas and projects
Maintain/develop technology, model templates and processes related to the equity research effort
Participate in peer review of stock recommendations and discussions of portfolio positioning
Attend various investment meetings, industry conferences, and broker/analyst/company meetings
Monitor and analyze economic releases, corporate earnings, and other market data
Make buy, sell or hold recommendations on individual securities across assigned sectors based on thorough fundamental analysis degree of autonomy will depend upon experience and team need
Manager/Instrument Due Diligence
Point person for analysis and monitoring of external managers, funds or ETFs to supplement portfolios
In addition to global equities, maintain knowledge of fixed income and other cross asset class opportunities on the basis of geography, factor exposures and/or asset type
These efforts could cover risk management needs, tactical opportunities or long term strategic allocations
General Data Management, Asset Allocation and Trading Support
Maintain/develop technology and processes related to asset allocation, client management and performance/risk analysis
Assist CIO and team on strategic asset allocation and macro research as needed
Be trained as a backup trader to cover vacations and other conflicts of the lead trader
Bachelors degree in business, finance or related field
CFA designation, or progress toward, preferred
Minimum of 3 years of experience in investment analysis
Generalist flexibility preferred
Experience with Bloomberg and/or FactSet preferred
Analytical and technical skills in Excel and database software
Additional programming and advanced data analysis skills preferred
Excellent written and verbal communication skills
Strong interpersonal skills
Strong attention to detail
Ability to collaborate, debate, and work in team environment
Willingness to participate on investment, technology or administrative committees and projects as appropriate
Working Conditions/Physical Demands:
Normal office environment
Moderate travel throughout Northeast, if needed
Job Title: Investment Analyst
Job ID: 180001D7
Shift: Day Job
Facility: Corporate Treasury
Department: Asset_Liability Management
Location: 600 Grant St, Pittsburgh PA 15219
Reporting to the Vice President/Director, Investments, the Investment Analyst will be responsible supporting the investment activities of the Treasury Department
Support activities of Traditional and Alternative Investments
Participate in due diligence process on existing and potential investment relationships, including conference calls and face-to-face meetings with existing and potential investment managers.
Working with existing software, develop and maintain reports that track manager positions and exposures in alternative asset classes.
Assist in analytical projects to determine and monitor risk within specific asset classes and amongst asset classes in terms of the total portfolio.
Assist in maintaining all documentation involved with investments-tax filings, coordinating review of legal documents, coordinating capital calls and distributions, and the maintenance of all relevant file materials.
Assist with the auditing and SOX process.
Assist in the preparation and dissemination of information related to investments to the Investment Committee and Senior Management of UPMC.
B.A. degree in Finance or related business field is required.
Microsoft Office with emphasis on spreadsheet application proficiency preferred.
One to three years of experience with institutional investment management and/or progress towards a CFA charter preferred.
Salary Range: $20.60 to $35.57
Union Position: No
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About The Company
We serve Utah public employees with retirement and insurance benefits in a partnership of trust with a commitment to value, innovation, and excellence. URS has two divisions.
The Retirement Office administers pension benefits and retirement savings plans. Public Employees Health Program (PEHP), a division of Utah Retirement Systems, is a nonprofit trust with the vital job of providing health benefits to Utah's public employees and their families. We serve only the public sector — the State of Utah, its counties, cities, school districts, and other public agencies.
URS Investments Department
Our work is a mix of public service and professional investing. The URS Investment teams manage equity, credit/fixed income, absolute return, real assets, and private equity globally across both public and private markets.The Investments Team is strongly rooted in collaboration and every individual is an integral part of the team.
The team is responsible for implementing the investment program of the URS Defined Benefit plan with long-term sustainability of the portfolio in mind. The team manages investments internally and partners with external investment firms to manage a globally diversified portfolio. The teams' efforts have a strong emphasis on Absolute Return, Real Assets, and Private Equity investments.
Defined Benefit assets are approximately $32 billion. The team also supports the $5 billion Defined Contribution program. Each member of the investments team is expected to be dedicated to the mission of the organization and safe-guarding the future of Utah's public employee's retirement benefits.
What we are looking for
The URS Investments Team is seeking an Investment Analyst. Experience or strong interest in private equity is preferred (buyout, venture capital, special situations).
The successful candidate will possess a high degree of intellectual curiosity, a passion for analysis (both qualitative and quantitative), and have a strong interest in investment strategy, manager, and fund selection.
Collaborates with the Investment Team in the ongoing monitoring, evaluation, and selection of external investment managers. May perform similar functions related to joint venture or direct investments.
Provides research, analysis, and recommendations to Senior Investment Professionals on risk, performance, and portfolio fit. Gathers data for Risk Management Systems. Provides support for decisions regarding asset allocation, board communication, and reporting.
ESSENTIAL DUTIES & RESPONSIBILITIES
Responsible for conducting research and due diligence on investment managers. Evaluates, monitors, and makes recommendations in the context of market conditions, performance of peers, and appropriate benchmarks. May perform similar functions related to joint venture or direct investments.Responsible for assisting Senior Investment Analysts and other Investment Professionals.Prepares investment recommendations based on strategic and tactical asset allocation decisions.Corresponds frequently with investment managers, external service providers, and industry experts to formulate market opinions, identify investment opportunities, and gauge investment trends.Contributes to ongoing process improvement for investment decisions, analyst workflow, strategy modeling, etc.Attends professional seminars and conferences; establishes professional relationships with institutional investor peers and with tenured industry professionals.Promotes internal cooperation among the Investment Team and with external service providers.Promotes organizational efficiency through high professional standards.Maintains strict confidentiality and adheres to URS Ethics and Compliance policies.Other related duties as required.Required Experience
Education and Experience
Bachelor's Degree and a minimum of one (1) year directly related professional experience; or an equivalent combination of education and experience. Applicable education includes investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field. An understanding of financial theory and statistical measures is required.
Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) or other related designations is preferred.
Investment research experience in an institutional investment setting (pension fund management, endowment, asset management, etc.) is preferred.
Prior experience conducting manager research and due diligence is preferred.
Experience with Access, Visual Basic and SQL is preferred.
MBA or related master's degree is preferred.
Knowledge, Skills, and Abilities
Requires working knowledge of the purposes, principles and theory of institutional portfolio management and statistical analysis; business, monetary, and economic trends and practices; security analysis and financial forecasting; computer operations and technical software applications.
Must distill analysis into original reports and recommendations; must display excellent written and oral communication skills; ability to follow written and verbal instructions; establish and maintain effective working relationships with colleagues and external investment professionals; must be able to work effectively in both team-based and independent contexts; must be able to work effectively in a deadline-oriented environment.
Requires strong knowledge of personal computer operations and various program applications including Outlook, Excel, Word, and PowerPoint.
Must have the ability to:
Work effectively in a deadline-oriented environment.
Follow written and verbal instructions.
Perform within deadlines.
Work well in a team environment as well as independently.
Multi-task by handling a variety of duties in a timely and efficient manner.
Follow through with assignments.
Deal effectively with stress caused by workload and time deadlines.
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.
As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee's control and direction, or under the control and direction of the employee's spouse.
Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions.
Position requires occasional travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid driver's license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).
Robert Half has teamed up with a billion plus private equity investment firm to assist in the recruitment of an Investment Analyst (health care industry focus). This role will work in the front office and have a direct impact on investment decisions / analysis. To be considered, candidates MUST have 1-3+ years of experience with a top tier investment firm (like Goldman Sachs or JPM) and must have a degree from a top tier school.
Please email your background to or you can call Chris Willhite at . Here is the job description provided to Robert Half by the hiring company: The alternative investment firm is located in Dallas, Texas with additional offices in New York and London as well as other locations throughout the world. The firm is diversified and focuses on Structured Products, Hedge Funds, Real Estate and Private Equity.
Today, the firm manages over 1 billion in capital. The investment firm's global institutional investor base includes corporations, endowments, foundations, pension funds, banks, insurance companies, and funds of funds. The firm is seeking bright, hard-working candidates to help accelerate its growth as Portfolio Analysts.
The Analyst Class starting will be joining a two-year program designed to attract top performing candidates seeking to gain experience in credit and alternative investments. Select Analysts will have an opportunity to remain with the firm after the completion of the two-year program. In addition, select Analysts will be offered the opportunity to attend graduate school and return to the firm at the firm's expense.
Responsibilities ? Due diligence on the firm's investment ideas ? Fundamental investment analysis ? Assist in developing investment recommendations ? Benchmarking analysis, valuation analysis, and industry research ? Coordinate with senior members of the investment staff in performing analysis Qualifications ? 2-3 + years post-undergrad experience with superior performance at an investment bank, or top-tier management consulting firm ? An undergraduate degree from a top-tier school (GPA 3.5 or above). ? Strong analytical and financial acumen, outstanding modeling skills and solid business judgment. ? Excellent organizational, interpersonal, writing and presentation skills. ? A strong work ethic with a demonstrated record of achievement. Must be highly motivated, internally driven and able to work efficiently in a fast paced environment. Please email your background to or you can call Chris Willhite at .
Degree from a top tier school 1-3+ years at top tier investment bank (Goldman, JPM, etc) Health care industry exposure
Employment Type: Full-time
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group, a Fortune 500 company. AFG is engaged primarily in property and casualty insurance, focusing on specialized commercial products for businesses, and in the sale of traditional fixed and fixed-indexed annuities in the retail, financial institution and education markets. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty property and casualty operations and a variety of financial services, there are always opportunities here to learn and grow.
American Money Management Corp. (AMMC) was founded in 1973 as a wholly-owned subsidiary of AFG, to provide investment and asset management services to AFG-owned operation companies (primarily affiliated insurance companies) and to various third-parties. We are currently looking for an Investment Analyst to join our investment management team.
Conduct independent investment/credit analysis primarily on leveraged loans, as well as other investments.
Build and maintain historical financial summaries and financial models to evaluate potential investment opportunities
Provide write-ups and recommendations to the Investment Committee.
Work closely with senior analysts to research, analyze and monitor various companies and industries.
Develop industry expertise over time to assess cycles, longer term trends, and structural changes.
Attend industry conferences and participate in bank calls regarding new issues and updates.
Participate in portfolio reviews and strategy discussions.
Bachelor's degree in Finance, Accounting, Economics or related field.
Previous credit analysis/leveraged finance experience is preferred.
Progress towards the CFA designation is desired.
Ability to prioritize multiple tasks in a fast-paced environment.
Strong technical and communication skills.
Business Unit:US Institutional
The purpose of this position is to provide relationship management and service delivery for an assigned set of institutional investment management and consulting clients by partnering with senior members of AI relationship management team. The Senior Investment Analyst is the primary in-office point of contact for clients and works closely with the assigned client executives and consultants to ensure a high level of client support. The position is responsible to ensure client deliverables are provided with high quality, timely and meet client expectations.
The responsibilities of the individual in this position include:
Provides front line contact for on-demand client calls and inquiries. Identifies and prioritizes critical client requests and needs. Partners with senior team members (Senior Client Executives and Senior Consultants) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone. Conduct and participate in meetings as appropriate.
Manage and coordinate quarterly investment reviews, presentations and client communication materials. Ensure accurate and high-quality deliverables.
Monitor and assist internal partners with critical client deliverables including: comprehensive investment policy review and development, investment implementation/rebalancing, manager evaluation, performance reporting and evaluation, asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs. Research and communicate client manager performance and key drivers of their investment process, including rationale of Russell's rankings. Collaborate with Senior Consultants, Russell's manager research, and clients to facilitate manager replacement searches.
Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries.
The successful candidate will have extensive demonstrable skills and experiences including the following:
Bachelor's degree in Business, Finance, Economics or Mathematics required, or equivalent experience in a related field may be substituted.
FINRA 7, 63 required.
Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area.
Institutional investment management experience in client service, consulting, or portfolio management.
Working knowledge of asset allocation theory, modeling, and performance measurement.
Demonstrated client relationship ability.
Strong organizational and project management skills.
Technology skills: MS Excel, PowerPoint and database capability.
Excellent verbal and written communication skills. Including ability to listen carefully and critically, Ability to influence and people.
Excellent problem solving and analytical skills.
Team oriented; networking with others and partnering with peers.
Assertive, self-motivated and self-directed; possess a high level of initiative.
Demonstrated self-starter with strong interpersonal skills.
Strong organizational, priority management skills and detail orientation.
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