Utah Retirement Systems · 4 hours ago
Investment Analyst or Sr. Investment Analyst (Hedge Funds, Private Credit, and Public Markets)
Salt Lake City, UNAVAILABLE, UT
Full-time
Hybrid
Entry, Mid, Senior Level
$97K/yr - $122K/yr
1+ years expUtah Retirement Systems is dedicated to serving Utah public employees with retirement and insurance benefits. They are seeking a Senior Investment Analyst to collaborate with the Investment Team to monitor and evaluate external managers and direct investments, providing research and recommendations on risk and performance.
Financial ServicesInsuranceRetirement
Responsibilities
Conducts analysis and due diligence on investment managers. Evaluates, monitors, and makes recommendations in the context of portfolio objectives, market conditions, performance of peers, benchmarks, and other considerations. May perform similar functions related to joint venture or direct investments
Develops and demonstrates competence in specific strategy area(s), sector(s), and/or asset class(es)
Assists senior URS investment professionals and other personnel as needed
Prepares investment recommendations based on strategic and tactical asset allocation decisions
Corresponds frequently with partners, investment managers, external service providers, and industry experts to formulate market opinions, identify investment opportunities, and gauge investment trends
Contributes to ongoing process improvement for investment decisions, analyst workflow, strategy modeling, etc
Attends professional seminars and conferences; establishes professional relationships with institutional investor peers and with tenured industry professionals
Promotes internal cooperation among the Investment Team and with external service providers
Promotes organizational efficiency through high professional standards
Demonstrates a high level of intellectual curiosity
Maintains regular and reliable attendance
Maintains strict confidentiality and adheres to URS Ethics and Compliance policies
Other related duties as required
Qualification
Required
A Bachelor's Degree and a minimum of one (1) year directly related professional experience; or an equivalent combination of education and experience
Applicable degrees include; investment management, business administration, accounting, financial management, real estate, agriculture, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field
Prior experience conducting investment manager research and due diligence is required
A Bachelor's Degree and a minimum of three (3) years of directly related professional experience; or an equivalent combination of education and experience
Applicable degrees include; investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field
Required technical skills include the working knowledge of Microsoft Office Suite, with advanced capabilities in Excel
Required mathematical skills include working knowledge of advanced mathematical concepts including correlations, factor analysis, and statistics
Required investment skills include working knowledge of purposes, principles and theory of finance, institutional portfolio management, and statistical analysis
Must possess excellent communication skills: Distill analysis into original reports and recommendations
Must have the ability to demonstrate that URS' beneficiaries are a top priority
Must have the ability to attend to detail
Must have the ability to display autonomy and leadership in performing job functions
Must have the ability to follow written and verbal instructions
Must have the ability to prioritize work
Must have the ability to perform within deadlines
Must have the ability to work well in a team environment as well as independently
Must have the ability to multi-task by handling a variety of duties in a timely and efficient manner
Must have the ability to follow through with assignments
Must have the ability to deal effectively with stress caused by workload and time deadlines
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS
As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee's control and direction, or under the control and direction of the employee's spouse
Individual must be physically capable of safely operating a vehicle, possess a valid driver's license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR)
Preferred
Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred
Investment research experience in an institutional investment setting (pension, endowment, foundation, asset management company, insurance company, etc.) is preferred
Prior experience conducting investment manager research and due diligence is preferred
MBA or related Master's Degree is preferred
Experience with Bloomberg, Microsoft Access, Visual Basic, and SQL is preferred
Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred
Investment research experience in an institutional investment setting (pension, endowment, foundation, insurance company, consultant to institutional investors, etc.) is preferred
MBA or related Master's Degree is preferred
Benefits
Career development and personal growth
Learning opportunities across asset classes
Access to investment thought leaders globally
Hybrid work environment
Team oriented and collegial culture
Competitive pay and benefits
Outstanding outdoor lifestyle, including proximity to 7 ski resorts
Company
Utah Retirement Systems
Utah Retirement Systems provides retirement and insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Dolphin, CPA
Chief Financial Officer
Dave Bjarnason, CFA
Chief Compliance Officer - Investments
Recent News
2023-05-17
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