Ref ID: 01340-0010755887
Classification: Investment Analyst
Compensation: $110,000.00 to $160,000.00 per year
Investment Analyst Investments Analyst to join our team in creating wealth for a philanthropic focused family located in Chicago northern suburbs. The Investment Analyst plays a significant role in supporting the CIO. Opportunity to talk with the fund managers regarding their funds and their investment philosophy. Creating relationships as you monitoring their investment philosophies, do analysis, and reporting of asset classes including mutual funds, hedge funds and private equity fund as well as get involved on broader portfolio management issues. They want a person who can build a pipeline of funds to follow and track as options. The majority of the Investment Analyst?s time will be focused on and due diligence, reporting systems, and asset allocation decisions. General responsibilities include but are not limited to: ? monitoring fund manager performance including the creation and maintenance of summaries and other reports on public and private managers; ? assisting in the on-site due diligence of external managers mainly on hedge funds and mutual funds some involvement in real estate funds and private equity funds. ? organizing portfolio and fund manager-related data which includes monthly, quarterly, and annual reports, correspondence, and due diligence materials; . development and maintenance of portfolio planning models including liquidity modeling, look-through exposures, and asset allocation optimization; ? preparation of quarterly performance reports and Investment Committee materials, including performance attribution and asset allocation analyses; ? research into economic, industry and financial market trends. To be considered , email your resume to [Click Here to Email Your Resumé] with attention Investment analyst in subject or call Danielle Tubero at 630-368-1175.