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The Office of Investments at the University of Missouri System is responsible for the management of portfolios with total investment exposures exceeding $11 billion. The Investment Analyst is expected to collect data, perform analyses, evaluate returns and risks on different investments, create financial models and forecasts, write reports, and sometimes make presentations to the senior investment team. Work will focus on liquid markets (public equity, portable alpha, fixed income, and commodities).
ESSENTIAL JOB FUNCTION
The list that follows is not intended as a comprehensive list; it is intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed, and may be required to perform additional, position-specific tasks.
- Maintain a thorough understanding of the investment and organizational activities of the existing managers,
- Analyze the performance relative to benchmark, adherence to stated investment style, organizational stability; conducts returns-based analysis,
- Assist with the risk management and risk analysis of the investment portfolio,
- Maintain the risk monitoring system (Venn) and create risk reporting,
- Extensive use of third-party investment platforms: Bloomberg, Venn, Burgiss, Front Office Solutions,
- Actively participates in ongoing investment manager monitoring.
Prospective Manager Due Diligence:
- Actively participates in due diligence meetings via telephone, videoconference, and/or in-person, including off-site,
- Performs quantitative and qualitative analysis of potential investment managers,
- Collect information about manager’s process and strategy and construct the data into useful records.
General Market Research and Portfolio Strategy:
- Maintain a thorough understanding of current investment markets,
- Support colleagues, discover, define, and evaluate new investment opportunities that fit in the portfolio,
- Research and present analysis on liquid markets and liquid market managers,
- Gathers and analyzes relevant financial data and economic information from a variety of sources, using financial modeling tools and techniques.
General Investment Office:
- Monitor derivative exposure,
- Contribute actively to on-going team efforts to improve the efficiency of the investment process,
- Assist in preparation for the quarterly Board Letter and annual report,
- Conduct a variety of special projects as assigned.
Moderate travel is possible. Primarily in the United States.
Reports to the Director for Public markets.
- Salary commensurate with education and experience.
- Salary Range: $60,000 to $68,000
University Title: Investment Analyst
8:00AM -5:00PM, M-F
REQUIRED KNOWLEDGE AND SKILLS
- Intermediate level of competency in Microsoft office products and other investment-related software tools.
- Working knowledge of investment markets, economics, and investment principles.
- Ability to establish and maintain effective working relationships with investment managers, consultants, team members and other partners.
- Ability to research, analyze and communicate results of analysis both verbally and orally.
- Strong critical thinking skills, with a demonstrated ability to solve complex, non-routine problems.
EDUCATION AND EXPERIENCE
- A Bachelor's degree in Accounting, Economic, Finance or Business Administration or similar degree is required.
- Active participation in Chartered Financial Analyst (CFA) course of study required, with a strong expectation to pass all three levels within 3 years.
- Any relevant experience will be taken into consideration in the salary determination.
Resume, Cover Letter
This position is eligible for University benefits. The University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, and educational fee discounts. For additional information on University benefits, please visit the Faculty & Staff Benefits website at http://www.umsystem.edu/totalrewards/benefits
The University of Missouri is fully committed to achieving the goal of a diverse and inclusive academic community of faculty, staff and students. We seek individuals who are committed to this goal and our core campus values of respect, responsibility, discovery and excellence.
Equal Employment Opportunity
Equal Opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without unlawful discrimination on the basis of their race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender identity, gender expression, age, disability, protected veteran status, or any other status protected by applicable state or federal law. This policy shall not be interpreted in such a manner as to violate the legal rights of religious organizations or the recruiting rights of military organizations associated with the Armed Forces or the Department of Homeland Security of the United States of America. For more information, call the Vice Chancellor of Human Resource Services/Affirmative Action officer at 573-882-4256.
To request ADA accommodations, please call the Disability Inclusion and ADA Compliance Manager at 573-884-7278.
EEO IS THE LAW
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