Investment Analyst

POSITION TITLE - Investment Analyst

REPORTS TO - Executive Director of Investments & Senior Investment Officer

THE ORGANIZATION

NEBF Investments is a separate group within the National Electrical Benefit Fund (NEBF) that assists the Board of Trustees of the Fund with management and oversight of a $19 billion defined benefit plan. NEBF Investments performs a similar function with respect to the National Electrical Annuity Plan (NEAP), a $16 billion defined contribution plan (structured into 5 separate Life Stage Funds) which is governed by the same Board of Trustees. NEBF and NEAP are collectively referred to as “the funds”. The staff and facilities of NEBF Investments are shared resources for the two funds.

GENERAL DESCRIPTION OF DUTIES

The Investment Analyst is directly involved in the management of the investment programs of NEBF and NEAP. The position is multi-faceted and provides professional growth opportunities as the analyst will have a broad range of responsibilities.

DUTIES: Principal responsibilities will include

• Gathering information and data from a variety of sources to develop and maintain current knowledge of investment market conditions.
• Analysis and evaluation of investment opportunities across public and private market asset classes.
• Assisting in the development and implementation of investment strategies. Identifying and evaluating of suitable external investment management firms (“investment managers”).
• Providing oversight of investment managers, performance analysis, and compliance with applicable regulations.
• Participating in asset allocation studies.
• Establishing and maintaining databases and preparing spreadsheets.
• Maintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews.
• Monitoring the Plans’ asset allocation and investment performance, preparing monthly cash flow forecasts, implementing investment rebalancing as needed, and participating in transition management.
• Assisting in the coordination of investment transactions, including fulfilling capital calls and transfers between investment accounts as directed by the Executive Director and the Managing Director and approved by the Trustees.
• Assisting in the preparation of quarterly reports for Trustees meetings, which includes the review of executive reports and gathering third-party meeting deliverables (investment consultant reports, legal reports, financial audits, etc.).
• Assisting in the maintenance of the Plans’ private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.). 
• Assisting in streamlining investment operations processes and procedures.
• Reviewing investment managers’ account guidelines and ensuring compliance with regards to fees, investment policy, and manager specific guidelines.
• Establishing and maintaining working relationships with appropriate members of the external investment community. Ad-hoc projects as assigned by Plan executives.

QUALIFICATIONS

• One to four years of relevant experience, with financial analysis and investment operations preferred.
• An undergraduate degree in finance, accounting, economics, mathematics, statistics, or engineering is preferred. The ideal candidate has (or is pursuing) a CFA designation.
• Demonstrates intellectual curiosity, creative and critical thinking skills.
• Possesses strong organization, analytical, and communication skills.
• Self-motivated to learn new concepts and participate in new projects.
• Ability to work well with others, anticipate impacts of workload/issues to team deadlines and has a positive work attitude.
• Able to work on multiple projects concurrently, to self-direct and prioritize responsibilities, and to work independently to perform a variety of tasks with accuracy and attention to detail.
• Proficient computer skills, specifically Microsoft Office Products.

COMPENSATION

• Commensurate with experience

NEBF INVESTMENTS does not sponsor applicants for employment visas.  Qualified individuals should submit their letter of interest and resume along with salary history to resumes@nebfinvest.org