Senior Investment Analyst

Recruiter
Arlington Partners
Location
Birmingham, Alabama (US)
Salary
Competitive salary, bonus and benefits
Posted
26 Jan 2022
Closes
27 Mar 2022
Employment Type
Full Time
Education
Bachelors

JOB DESCRIPTION

SENIOR INVESTMENT ANALYST

Summary
 

Arlington Family Offices is purpose built to independently advise complex, ultra high net worth families.  Arlington’s model is built on curating the very best people – people families can trust for generations to come.  The firm advises on family assets exceeding $8 billion. The Senior Investment Analyst will work as an integral part of Arlington’s investment team that is responsible for all asset allocation, portfolio management, investment due diligence and monitoring, and trading.  This role with have the opportunity to combine both senior-level research and investment due diligence responsibilities with a more active investment-centric client-facing role if desired.

Essential Duties and Responsibilities

To successfully perform this job, an individual must be able to perform each essential duty satisfactorily.  Please note that this position is not restricted to the responsibilities below, and the job scope and responsibilities are subject to change.

  • Take a leadership role (and/or actively participate) in investment research and due diligence assignments around investments in fund managers, direct private equity & real estate deals and co-investments.
  • Work with team to execute, monitor and assess existing portfolio investments.
  • Provide leadership and assistance around investment-related functions such as portfolio strategy and management, manager research and diligence, and trading operations.
  • Participate in analyzing client portfolios to determine appropriate asset allocations and strategies that fit current investment environment.
  • Assist Family Wealth Advisors to gain familiarity with clients’ risk/return profiles and family objectives to provide portfolio management recommendations and actively participate in client meetings when needed.
  • Assist team in performing various research responsibilities and maintaining our research management system.
  • Assist in developing and/or improving new and existing investment systems, processes and models.
  • Review quarterly client performance reports and act when needed.
  • Provide support/advice to Investment Committee.
  • Assist in producing and reviewing monthly/quarterly monitoring reports.
  • Participate in a cross-training program focused on trading and other operational tasks.
  • Perform other duties as assigned.                                                                 

Competencies                                                                

To perform the job successfully, an individual should demonstrate the following competencies:

  • Leadership—Demonstrates initiative and enthusiasm.  Conveys a positive attitude.  Inspires others through example.  Generates trust, protects Firm interests.
  • Teaming—Supports and encourages other team members.  Actively seeks input from others.  Invests in success of entire team.
  • Interpersonal Skills—Ability to communicate investment strategies in a clear concise manner.  Engaging, approachable, self-assured.  Maintains positive relationships with peers and clients.  Displays a high level of business maturity and professionalism.
  • Analysis/Decision Making—Demonstrates understanding of overall problem and steps required to solve it.  Demonstrates accuracy, thoroughness, and superior attention to detail.  Willing to question own output.  Goes beyond the obvious, intellectually curious.
  • Results Orientation—Sets a very high personal bar for work product.  Resourceful, tenacious, enthusiastic, and exhaustive when approaching problems.  Takes ownership of driving work forward and follows projects through to completion.
  • Self-Management—Comfortable setting direction with some assistance.  Seeks and acts on feedback for self-development.  Takes accountability for mistakes.
  • Communication—Uses articulate and concise wording in written communications.  Proofreads to ensure accuracy.  Persuades on the basis of facts and reason. 
  • Client Service—Displays a can-do attitude.  Builds a brand of dependability and trust.  Sets appropriate expectations.  Provides updates on status of work on a regular basis.
  • Planning & Organization—Consistently hits deadlines.  Organizes, multi-tasks, and appropriately prioritizes to fulfil requests with both long-and short-term response requirements.  Leverages available resources to efficiently complete work.
  • Business Acumen—Demonstrates expertise in essential duties and responsibilities.  Takes into account links between own work and work of others.  Seeks opportunities to learn about Firm and industry.

Qualifications

  • Experience—At least 5-10 years working directly in investment research and investment due diligence. Experience in client relationships is a plus.  A deep passion and understanding of the financial markets.  An entrepreneurial and self-motivated spirit with a desire to serve our family clients.
  • Education—Bachelor’s degree from a four-year college or university.  Accounting/finance majors preferred.
  • Language skills—Ability to read, analyse, and interpret general business periodicals and professional journals.  Ability to write reports and business correspondence.  Ability to effectively present information and respond to questions from managers and clients.
  • Mathematical Skills— Ability to work with mathematical concepts such as probability, statistics, discounted cash flow, and internal rates of return.  Ability to develop and understand detailed, complex financial modelling for M&A and asset valuation purposes.
  • Computer Skills— Must possess strong working knowledge of PC environment, Windows, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, and Microsoft Excel.  Experience with Bloomberg and Morningstar Direct platforms are a plus.
  • Certificates, Licenses, Registrations— CFA required. 

 

 

Arlington Management Company, Inc. is an Equal Opportunity Employer.

 

 

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