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The Jolly Agency, LLC · 5 days ago

Investment Officer - Real Assets

Hartford, CT

Full-time

Hybrid

Senior Level, Lead/Staff

$123K/yr - $180K/yr

9+ years exp

The Jolly Agency, LLC is a leading public-sector investment institution overseeing a multi-billion-dollar portfolio of pension and trust fund assets. They are seeking an accomplished Investment Officer to drive the sourcing, evaluation, and stewardship of investments in real estate, infrastructure, and natural resources.

Staffing & Recruiting

Responsibilities

Identifying, researching, and evaluating private markets investment opportunities across Real Estate, Infrastructure, and Natural Resources

Conducting underwriting and analytical assessments of investment managers, funds, co-investments, and direct investment opportunities

Remaining informed of market trends, capital markets conditions, and strategic opportunities relevant to real assets

Assisting in the evaluation and selection of external investment managers and investment vehicles

Performing detailed analysis of investment manager track records and assessing associated risk factors

Preparing written and verbal reports, presentations, and recommendations for PIOs, the CIO, and the investments staff

Supporting legal negotiations and documentation processes for new commitments

Conducting ongoing monitoring of existing investments, including quarterly reporting, calls, annual meetings, and communication with managers

Reviewing financial statements, performance reports, and organizational updates from external managers

Preparing special reports, investment performance summaries, portfolio reviews, and other analytical materials

Maintaining investment databases, spreadsheets, and tracking systems

Identifying potential investment issues and recommending corrective actions

Reviewing and preparing recommendations on legal matters such as amendments, consents, and waivers

Coordinating investment operations and accounting matters with staff, custodians, advisors, and consultants

Performing related duties as required

Qualification

Investment management experienceInstitutional investment practicesFinancial modelingMicrosoft ExcelLegal documentation understandingCommunication skillsInterpersonal skillsWork independently

Required

Nine (9) years of experience working in investment management, pensions, endowments, or comparable environments performing private investment–related functions

Demonstrated knowledge of institutional investment practices, including analysis of Real Estate, Infrastructure, and/or Natural Resources investments

Strong analytical capabilities, including financial modeling and performance/risk evaluation

Proficiency with Microsoft Excel and Microsoft Office applications

Ability to work independently while managing multiple priorities

Strong communication and interpersonal skills are necessary for interaction with internal staff and external managers

Understanding of legal documentation, contracts, amendments, and other investment-related materials