Investment Analyst 2025-02205 jobs in United States
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State of Wyoming · 4 months ago

Investment Analyst 2025-02205

The State of Wyoming is seeking an Investment Analyst to join their small investment team overseeing approximately $12 billion in pension assets. The role involves conducting investment research and analysis, supporting senior staff, and collaborating on projects to execute the investment strategy objectives.

Government Administration
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H1B Sponsor Likelynote

Responsibilities

Provide analysis and evaluate current and prospective investment managers
Read and evaluate reports from research companies to maintain knowledge of market trends and gain insight into managers' strategies
Maintain databases associated with assigned Investment classes
Reconcile and verify reported performance metrics of assigned asset classes
Conduct on-site investment manager visits with WRS Investment Officers and attend pertinent industry conferences
Assist the Senior Investment Team on annual manager review, monitoring of investment performance, and risk monitoring of the assigned asset class
Develop detailed reports and presentations in response to ad hoc project requests required to execute the Investment Department's mission
Maintain communications with investment funds and external stakeholders regarding the investment process
Work with Investment Officers to conduct due diligence on existing and prospective managers of the system
Produce independent, quantifiable recommendations supported by this research
Collect data associated with the investment portfolio for use in various industry software programs and platforms
Evaluate and interpret data, monitor for errors, and conduct thorough reconciliations
Assist in the review of legal documentation pertaining to investment managers and other third parties
Coordinate with both internal and external parties as needed for portfolio performance, exposures, and risk analysis
Provide operational support, including but not limited to the opening of new manager accounts, aiding and tracking the movement of capital, and ensuring portfolio adherence to compliance guidelines

Qualification

Financial markets knowledgeInvestment strategiesExcel proficiencyQuantitative analysisCFA certification pursuitCAIA certification pursuitCommunication skillsProblem-solving skills

Required

Knowledge of the financial markets, investment strategies, fund structures, and the institutional fund universe
Proficiency in Excel is required
Strong quantitative/analytical aptitude and problem-solving skills
Excellent verbal and written communication skills
Bachelor's Degree (typically in Finance)
0 - 3 years of progressive or relevant work experience (typically in Finance) with acquired knowledge at the level of an Investment Analyst
Must be willing to pursue the Chartered Financial Analyst (CFA) certification and/or an MBA (or Master's Degree or higher in a related field of study) and/or Chartered Alternative Investment Analyst (CAIA) certification

Preferred

Resume outlining relevant experience and skills
Cover letter (1-2 pages) where the candidate narrates brief examples of their related experience and skills for this position
References

Benefits

This position is eligible for performance compensation of up to 35% of base salary, depending on total portfolio return relative to the benchmark.
No state income tax
Participation in both the state pension plan and Social Security
Voluntary deferred compensation plan
Twelve vacation days per year (increasing with tenure) and twelve days of sick leave
Potential relocation assistance
Comprehensive health coverage – medical, dental, and vision plans for you and your family
Voluntary Benefits – including life insurance for you and family members, ambulance, pet insurance, short/long-term disability, flex spending and health savings accounts
Multiple retirement options – including the Wyoming Retirement System and a 457B account, helping you plan for long-term financial security
Generous paid leave and flexible schedules – vacation, sick leave, paid FMLA and 11 paid holidays each year
Public Service Loan Forgiveness eligibility – for those with qualifying student loans
Training and professional development – to support your career growth and advancement
Employee Assistance Program – Includes paid short-term counseling, legal, financial and work-life benefits and select employee discounts
Wellness Program – Earn paid time off and incentives by focusing on your personal health

Company

State of Wyoming

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State of Wyoming is official site of state and it says about facts and symbols of the state.

H1B Sponsorship

State of Wyoming has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Roberts
Chief Information Security Officer (CISO)
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Brad Westby
Industry Partnership Manager
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