Yuhaaviatam of San Manuel Nation · 13 hours ago
Investment Analyst
Highland, CA
Full-time
Onsite
Entry Level
1+ years expYuhaaviatam of San Manuel Nation is one of the largest private employers in the Inland Empire, and they are seeking an Investment Analyst to perform analytical tasks for enterprise investment portfolios. The role involves monitoring investment performance, assisting in research and analytics for investment strategies, and supporting the efficient operation of the investment department.
Responsibilities
Assists in monitoring external public and private asset managers for investment performance, attribution, risk and opportunity set research; statistically compare investment managers on various metrics
Assists in the research and analytics for quarterly Investment Strategies performance reports and prepares materials for monthly Investment Board meetings
Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers
Assists in monitoring capital markets, creates asset class and market dashboards, and maintains knowledge of current market trends and practices
Assist the CIO, Director, and/or Principal of Investments with research and analytical projects
Performs other duties as assigned to support the efficient operation of the department
Qualification
Required
Bachelor's degree is required prior to starting this position but is not required at the time of application
Strong computer skills, including Microsoft's Office Suite (Excel, PowerPoint, and Word) is required
Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors is required
Ability to work proactively in a time-sensitive environment and handle confidential material is required
Demonstrated interest in investing and global markets, economics, and investment management
Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories
Strong research and problem-solving skills are essential
Strong demonstrated written and oral communication skills
Must have strong written and oral communications, including research and problem-solving skills
Ability to handle multiple tasks simultaneously
Preferred
Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio is preferred
Strong ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred
Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements is preferred
Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred
Company
Yuhaaviatam of San Manuel Nation
Yuhaaviatam of San Manuel Nation is a federally recognized Indian tribe located on the San Manuel Indian Reservation near Highland, California.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Daniel D'Arrigo
Chief Financial Officer
Anita M. Veal
Human Resources People Partner
Recent News
2025-04-08
Company data provided by crunchbase