Managing Analyst

Madison, Wisconsin
Sep 22, 2017
Oct 22, 2017
Industry Sector
Employment Type
Full Time

SWIB’s Private Markets & Funds Alpha Division is seeking an experienced managing analyst to participate in the selection and monitoring of external managers, in particular, hedge funds, as well as providing analytical support to portfolio construction and risk management. This position is also involved with maintaining external manager guidelines and supporting the manager monitoring process, including operational due diligence.

Essential activities:

  • Build and articulate frameworks for analysis at the asset class and strategy level
  • Source, analyze and perform qualitative and quantitative due diligence on new managers and value-added strategies with emphasis on hedge funds
  • Work with manager, internal and external portfolio managers, and external consultants, to assess active risk at the portfolio, asset class and individual strategy level
  • Support strategic moves among portfolios to achieve maximum performance within risk parameters
  • Ensure that manager investment policies are articulated and that operating procedures are in place to ensure that investment policies and guidelines of the Board are followed
  • Assist with the identification, selection, and evaluation of outside money management and consultant resources to complement/supplement internal resources, including new strategies
  • Monitor key operational due diligence activities of outside money managers

The ideal candidate will have:

  • Bachelor’s degree in finance, economics, math, business, or related required
  • CAIA certification or CFA certification preferred
  • At least 7 years of investment experience primarily with hedge funds
  • Advanced MS Excel skills required
  • FactSet, Riskmetrics, and Bloomberg experience preferred
  • Excellent verbal and written communication skills
  • An ability to be adaptive and thrive in a fast-paced, changing environment
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence

SWIB offers:

  • Competitive base salary
  • Meaningful, performance-based incentive compensation
  • A comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional, team environment 

The position requires U.S. work authorization and residency in, or willingness to relocate to, the Madison, Wisconsin area. SWIB is prepared to offer relocation assistance as needed.

Deadline to apply is October 8, 2017. Resumes will be accepted after that date if the position has not been filled.