Senior Investment Analyst (Hedge Funds, Private Credit, and Public Markets)
About the positionResponsibilities• Conducts analysis and due diligence on investment managers. • Monitors, evaluates, and makes recommendations in the context of asset class objectives, market conditions, performance, peers, benchmarks, and other considerations. May perform similar functions related to joint venture or direct investments. • Sources new investments, including identifying new investment managers and leading initial due diligence efforts on same. May perform similar functions related to joint venture or direct investments.• Develops and demonstrates competence in specific strategy area(s) and/or asset class(es). • AssistsSenior Investment Professionals with portfolio construction and top-down strategy decision making as needed. • SupportsSenior URS Investment Professionals on plan-level decisions such as rebalancing, liquidity management, and broad asset allocation themes. • Works withSenior URS Investment Professionals on implementation and execution of portfolio, strategy, and investment-specific recommendations.• Acts as lead project manager on research and operational projects, as assigned. • Contributes to development and mentoring of Investment Analysts. • Prepares investment recommendations based on strategic and tactical asset allocation decisions. • Corresponds frequently with investment managers, external service providers and industry experts to formulate market opinions, identify investment opportunities and gauge investment trends. • Contributes to ongoing process improvements. • 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. Requirements• A Bachelor's Degree and a minimum of three (3) years of directly related professional experience; or an equivalent combination of education and experience.Prior experience conducting investment manager research and due diligence is required. • Applicable degrees include; investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field. • bolthires Office Suite, including expert knowledge of Excel. • SQL. • Access. • Visual Basic. • Advanced mathematical concepts including correlations, factor analysis, and statistics. • Purpose, principle, and theory of institutional portfolio management and statistical analysis.• Business, monetary. and economic trends and practices. • Security analysis and financial forecasting. • Due diligence process, including on-site meetings. • Distill analysis into original reports and recommendations• Communicate effectively both verbally and in writing. • Establishes and maintains strong working relationships with colleagues and external investment professionals. • Present information on complex topics to top management, peers, and occasionally the URS board. • Demonstrate daily that URS' beneficiaries are a top priority.• Establish and maintain effective working relationships with colleagues and external investment professionals. • Attend to detail. • Display autonomy and leadership in performing job functions. • Follow written and verbal instructions. • Prioritize work. • Perform within deadlines. • Work well in a team environment as well as independently. • Multi-task by handling a variety of duties in a timely and efficient manner. • Follow through with assignments. • 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 license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).Nice-to-haves• 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. 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