Ref ID: 04380-0010872428
Classification: Investment Analyst
Fantastic Investment Analyst role in Downtown Dallas The primary responsibilities for the Investment Analyst are as follows: - Point of contact relating to logistics, i.e., schedule and manage quarterly calls/ updates with managers; track investment performance and internal compliance system; - Assist with managing the RFP (Request for Proposal) process; - Create, maintain and monitor analysis and models as they relate to managing investments, such as private equity, real estate, MLPs, performance objectives for investment managers, custody/ compliance; and cash management; - May attend meetings at offices with investment managers and new potential managers as they relate to our investment strategy. Responsibilities: ?Provide required investment related reporting and communication to the Deputy CIO; ?Monitor and report to Deputy CIO on the investment performance of external managers; ?Assist with special projects as needed, i.e., manager/ investment analysis; risk assessment; holdings analysis; ?Assist with due diligence research and analysis for potential investment opportunities and/or external strategies across various asset classes; ?Create, maintain, and monitor analysis and models as they relate to managing investments such as: private equity, real estate, and other alternatives; performance objectives for investment managers; custody/ compliance; and quarterly cash management; ?Communicate analysis of investment opportunities, results, and recommendations with the internal investment committee via verbal and written reports and communications as needed. The investment analyst role offers a comprehensive benefits package, a significant bonus and a pension that vests over time. If you are a self starter who is focused on detail and have a bachelors degree in finance or accounting with 1+ years of investment finance experience, please email your resume to [Click Here to Email Your Resumé] for consideration.