Utah Retirement Systems · 18 hours ago
Investment Analyst Intern-Real Estate
Salt Lake City, UT, US
Internship
Onsite
Intern
$26.25/hr - $26.25/hrUtah Retirement Systems provides retirement and investment benefits to Utah public employees. They are seeking an Investment Analyst Intern to support the investment team with analysis and due diligence on real estate investments, and to assist with investment-related research projects.
Financial ServicesInsuranceRetirement
Responsibilities
Provides support to the investment team with analysis and due diligence on real estate investments. Supports the staff in evaluating, monitoring, and making recommendations in the context of portfolio objectives, market conditions, performance, and other considerations. May perform similar functions related to externally-managed investments. This includes, but is not limited to:
Gathering and organizing information generated during the due diligence process
Participating in due diligence phone calls and meetings
Compiling materials for Investment Committee presentations
Assists with investment-related research projects as needed. This includes but is not limited to:
Working with investment team to define project scope and objectives
Gathering relevant information from a variety of internal and external resources
Contributing to presentation of research findings and project implementation
Prepares research papers and analysis on:
Market activity and portfolio sensitivity to various risks
Market innovations and potential portfolio solutions
Other projects as needed
Assists in producing timely and accurate reports for investment department
Promotes cooperation among departmental staff and with outside advisers
Maintains regular and reliable attendance
Maintains strict confidentiality
Performs other related duties as required
Qualification
Required
Actively pursuing undergraduate or graduate degree at an accredited university in the fields of investment management, business administration, accounting, financial management, business economics, mathematics or related field
Must demonstrate competence with basic investments and portfolio management concepts either through applicable work experience or education; or an equivalent combination or education and experience
Required technical skills include introductory knowledge of Microsoft Office Suite
Required technical skills include introductory knowledge of Access, Visual Basic, SQL, and Bloomberg
Required technical skills include introductory knowledge of Argus or similar real estate underwriting software
Required mathematical skills include working knowledge of accounting; auditing principles and techniques
Required investment skills include introductory knowledge of financial theory and statistical measures
Required investment skills include basic knowledge of investments and portfolio management practices such as: portfolio finance and investment methods and concepts
Required investment skills include knowledge of investment performance measures
Required investment skills include financial forecasting
Required investment skills include portfolio sensitivity and risk analysis
Must possess excellent communication skills: Communicate effectively both verbally and in writing
Must possess excellent communication skills: Establish and maintain effective working relationships with colleagues
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
Preferred
Preference will be given to graduate degree candidates
Pursuing an undergraduate or graduate degree in a business field with an emphasis in real estate
Work experience in real estate acquisitions, appraising, leasing or property management
Benefits
401(k)/457 investment benefits
Comprehensive health and dental, disability, and life insurance benefits
Company
Utah Retirement Systems
Utah Retirement Systems provides retirement and insurance services.
Founded in 1963
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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