Investment Analyst

Job Description

General Overview: 

The Investment Analyst will work closely with the Chief Investment Officer and Investment Directors to manage the Waycrosse investment program with supportive research and analysis. Key responsibilities include two primary functions: (1) evaluation of investment managers and strategies that are part of the Waycrosse portfolio today and others that are under consideration for new investment and (2) general markets and/or economic research.  This is a generalist role; the Investment Analyst will support the evaluation and recommendation of investment opportunities across all major asset classes including global public equities, hedge funds, private equity and real assets.  The Investment Analyst may also work with Client Portfolio Managers and Family Client Advisors to support family investment reporting needs.

Key Areas of Responsibility:

  • Evaluate the performance, exposures and strategies of external investment managers with independent research, analysis and commentary.  Investment focus emphasizes alternative asset groups (hedge funds and private equity) as well as traditional stock and bond managers.
  • Support the development of investment proposals and participate in investment team discussions recommending new investments.  Prepare analysis and portfolio materials for review with the investment team, Investment Advisory Committee and others as needed.
  • Monitor existing portfolio investments and re-underwrite existing managers as needed.  Communicate observations with broader investment team including operations staff.  Document investment notes and relevant conclusions.
  • Apply innovative analytical techniques and diligence to evaluate the potential risk/reward attractiveness of prospective managers and investments under consideration.
  • Assess the attractiveness of global markets and investment strategies and help identify a select group of managers for potential Waycrosse investment. Review direct co-investment opportunities and related special situations.
  • Support related diligence functions including operations, tax and legal review as needed
  • Promote the development of new ideas, areas of research, and methods of investing and communicate observations with the investment team.
  • Support client service initiatives including presentation preparation, asset allocation analysis and cash flow forecasts.  

Qualifications:

  • 5+ years of relevant investment management experience with coverage of multiple asset groups including some exposure to evaluating public stocks, fixed income, hedge funds, private equity and/or real assets.  Investment experience within a family office, endowment or foundation is preferred, but not required.
  • Exceptional investment judgment, excellent written and verbal communication skills; ability to conduct analysis and express independent thought with concise analytical conclusions.
  • Attentive to detail and willing to independently develop and perform primary investment research; inquisitive with appetite for learning
  • Ability to think conceptually and develop innovative approaches to analyze open-ended questions and situations regarding markets and investment ideas
  • Ability to develop professional relationships with investment managers, peer investor groups, intermediaries and other industry participants
  • Ability to maintain a high degree of confidentiality and unwavering ethical standards
  • Ability to design and execute analysis with high proficiency in MS Excel, Bloomberg and similar tools
  • Willingness and desire to travel as needed to meet current and prospective investment managers
  • MBA and/or CFA preferred

 

 

Working Conditions:

The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods are common.

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