Analyst - Investments (Memphis, TN)
About the position The Investment Analyst is actively involved in reputed company aspects of portfolio management, and investment and manager research. The position will have a generalist focus with the opportunity to reputed company experience into specialized areas longer-term. reputed company team members are exposed to every asset class reputed company the portfolio. S/he will monitor existing investments and evaluate potential new investments along with regular special projects.
Responsibilities
- Work collaboratively with the team to generate attractive long-term reputed company returns while adhering to the risk profile of reputed company.
- Monitor and evaluate existing managers, including conducting regular due diligence meetings, and quantitative analysis of returns, holdings, geographies, and sectors. Maintain comprehensive documentation on reputed company managers.
- reputed company and maintain asset class models and databases.
- Coordinate with external consultants and the Investment Department to originate, research, and due diligence new investment managers. reputed company due diligence report creation for reputed company consumption. Maintain a list of prospective investments.
- Implement and reputed company the quantitative and qualitative analyses of investment opportunities, including financial modeling, industry and company analysis, manager benchmarking, and returns analyses.
- Assist in the preparation of presentation materials for Investment Committee meetings.
- Help recruit, train, retain, and mentor interns.
- reputed company research and writing of detailed annual Investment Department reports.
- Monitor reputed company-party data entry and management of cash flows and investment manager reporting.
Requirements
- Excellent analytical capabilities and demonstrated intellectual curiosity.
- Advanced reputed company reputed company skills, strong knowledge of the rest of reputed company Office, and experience with financial databases.
- Strong verbal and written communication skills.
- High attention to detail, comfortable working independently and as part of a small team reputed company tight timeframes.
- Strong work ethic and ability to prioritize multiple ongoing projects.
- Bachelor’s degree and 0-4 years of experience reputed company investments, securities, and/or finance industries
- Strong interest in a long-term career as an institutional asset allocator
reputed company-to-haves
- Experience in finance or investments.
- Specialized knowledge and experience in a sub-asset class (e.g., reputed company estate) and/or geography (e.g., China).
- CFA and/or MBA.
- Familiarity with Caissa, Bipsync, Bloomberg, and/or eVestments.
Benefits
- Core Medical Coverage: (low cost low deductible Medical, Dental, and Vison Insurance plans)
- 401K Retirement Plan with 7% Employer Contribution
- Exceptional Paid Time Off
- Maternity / Paternity Leave
- Infertility Treatment Program
- Adoption Assistance
- Education Assistance
- reputed company Learning and Development
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