Investment Analyst, Asset Allocation
- Employer
- ICMA-RC
- Location
- Washington D.C.
- Salary
- Salary commensurate with experience
- Closing date
- Jul 15, 2021
View more
- Job Function
- Investment Advisor/Consultant
- Industry Sector
- Asset Management
- Employment Type
- Full Time
Job Details
Primary position objective and purpose:
The Investment Analyst, Asset Allocation will work with other members of the team in managing the multi-asset class funds, particularly the Target-Date and Target-Risk funds. The Investment Analyst will conduct asset allocation research and work on building asset allocation models with the help of Senor Managers of the team.
Essential Functions/Activities:
- Build and enhance the asset allocation models; monitor portfolio allocations daily and undertake rebalancing procedures as necessary.
- Work on the data needs of the allocation models.
- Perform comprehensive asset allocation reviews on target-date and target-risk funds as well as other funds and portfolios managed by the team; support Senior Fund Managers through a team approach to provide continuity of daily management of other funds.
- Perform both qualitative and quantitative analysis on funds/ sub-advised portfolios; determine cash flow impact across funds and coordinate with Finance Division and other Fund Managers on all cash flow transactions.
- Stay updated on the financial markets, the economy, and assist in determining how changes in the financial markets impact asset allocation products.
- Incorporate term year and glide path assumptions into the allocation process.
- Conduct performance attribution relative to benchmarks and peers.
- Monitor target-date and target-risk fund trends and developments and contribute to strategic initiatives and product development.
- Perform basic responsibilities relating to quarter-end and year-end activities, as well as periodic reviews of disclosure materials.
- Support due diligence activities on external investment managers.
- Other duties as assigned.
Required Skills/Knowledge/Experience
1 year of investment industry experience, with specific experience in investment data collection and spreadsheet analysis, and investment-related communications preferred.
Number of years of experience:
One to Three
Technical/Functional Skill:
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Excellent analytical, quantitative, and programming skills. Experience with financial terminals (like Bloomberg and Morningstar Direct). |
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Excellent written and verbal/interpersonal communication skills. Strong presentation skills. |
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Strong attention to detail, and ability to work effectively in a deadline driven environment. |
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Strong time management skills. Ability to work independently with minimal supervision, handle multiple diverse tasks, and adapt quickly to changing priorities |
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Strong computer skills (Excel, Powerpoint, Word, etc.) Familiarity with E VBA, SQL and programming languages (like Python, R and Matlab). |
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Ability to maintain strict confidentiality and represent ICMA-RC at highest level. Requires discretion, judgment, tact and poise with a high level of professionalism. |
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Ability to maintain strict confidentiality and represent ICMA-RC at highest level. Requires discretion, judgment, tact and poise with a high level of professionalism Technical/Functional Skill:
Experience and skill in understanding and evaluating sophisticated investment strategies and concepts An understanding of asset allocation principles and their real-world application is required Proven ability to turn data into insights, understanding of capital market assumptions and their impact on S&P 500 earnings Minimum education preferred: BA/BS or equivalent experience |
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Company
- Location
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777 North Capitol Street, NE
6th Floor
Washington
DC
20002
US
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