Investment Analyst

The Investment Analyst will provide analytical support to the WVIMB Investment Officers in managing allocations to cash, fixed income, equity, private markets, and hedge funds. Responsibilities will vary but may include monitoring portfolio performance, conducting statistical analyses, assembling, and reviewing data, market and investment manager research, building and updating spreadsheet models, acquiring, assembling, and normalizing datasets, maintaining investment databases and producing written reports. These duties are to be completed with input and direction from the WVIMB Investment Officers, and under general oversight of the Chief Investment Officer (CIO).

 

APPROPRIATE KNOWLEDGE, SKILLS, AND ABILITIES

  • Basic understanding of markets and investments, and willingness to expand knowledge to assume more responsibility.
  • Possess strong analytical skills.
  • Ability to complete work timely and accurately.
  • Should be able to work independently.
  • Exercises sound judgment in problem resolution.
  • Agrees to maintain complete confidentiality.
  • Ability and willingness to quickly learn new software and automated systems.
  • Ability to express oneself clearly and concisely, both orally and in written form.
  • Ability to act professionally and to effectively communicate and interact with staff, constituents, external counterparties, and the various other professionals exposed to on an ongoing basis.
  • Must maintain a professional appearance and attitude.
  • Ability and desire to always act in a highly ethical manner.
  • Display a high level of initiative, effort, and commitment towards completing assignments efficiently, work with minimal supervision, and demonstrate responsible behavior and attention to detail.
  • Work well in team situations to promote trust, cooperation, commitment, and team spirit.
  • Ability to manage multiple projects.
  • Willingness to work hours in excess of the normal schedule to meet deadlines.
  • Must be willing and able to travel as needed.

 

PREFERRED EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS

Graduation from an accredited four-year college or university, and one or more of the following:

 

  • A major emphasis in accounting, finance, economics, engineering, or investments,
  • Be enrolled in the Chartered Financial Analyst (CFA) Charter holder program,
  • A graduate of an MBA program (or similar advanced degree program) at an accredited college or university with a major emphasis in accounting, finance, economics, or investments,
  • Two-three years of fund accounting or auditing,
  • Experience at an investment advisor firm, bank investment or trust department, public or private pension system, endowment, foundation, or similar analyst experience.

         Reports to:     Chief Investment Officer                        

         Benefits:         Standard Benefits

         Status:             Permanent Full -Time                            

 

                                                                                                                                 

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