Investment Associate
- Employer
- DGA PP&HP
- Location
- Los Angeles, California
- Salary
- $125,000 - $150,000
- Posted
- May 26, 2023
- Closes
- Jun 25, 2023
- Job Function
- Investment Advisor/Consultant, Management Consulting, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset
- Employment Type
- Full Time
- Education
- Bachelors
POSITION OVERVIEW
The Investment Associate’s primary responsibility will be to assist with the management and diligence of the over $4bn investment portfolios for the Director’s Guild of America - Producer Basic and Supplemental Pension Plans and Health Plan. This is a critical position within a small investment team developing the internal investment program of the three Plans.
ESSENTIAL FUNCTIONS
- Working closely with the CIO, monitor existing investments across public and private asset classes. This includes reviewing and analyzing investment activity and performance on a monthly or quarterly basis, as required.
- Assist in evaluating new managers, including attending investment meetings and helping perform manager due diligence.
- Maintain performance, cashflow and manager databases. Recommend database enhancements to assist in reporting and analysis.
- Prepare and organize materials for quarterly and ad hoc Finance Committee meetings.
- Work with Chief Investment Officer, Co-chairs and Investment Consultants in conducting asset allocation or other investment studies.
- Complete research projects on other asset categories or financial topics to determine suitability for investment by the Plans.
- Support the CIO in developing and sustaining relationships with peers and investment managers. This may require travel (approx. 5%) including attending annual manager meetings, conducting on-site manager meetings and attending select industry conferences.
- Liaison with the Accounting department to ensure data and performance accuracy.
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