Investment Analyst

About the Role

This role performs analytical tasks on behalf of the enterprise investment portfolios and assists in analyzing investment managers and portfolios. It assists in the administration and analysis of investment portfolios managed by external investment managers. The role develops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies. This role is also the primary party responsible for data collection, management, and analysis for the total portfolio, underlying investment managers, and general market research.

Note: This role will be located in Irvine, CA.

Key Responsibilities

• Assists in monitoring external public and private asset managers for investment performance, attribution, risk, and opportunity set research; statistically compare investment managers on various metrics.
• Assists in the research and analytics for quarterly Investment Strategies performance reports and prepares materials for monthly Investment Board meetings.
• Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers.
• Assists in monitoring capital markets, creates asset class and market dashboards, and maintains knowledge of current market trends and practices.
• Assists the CIO, Director, and/or Principal of Investments with research and analytical projects.
• Performs other duties as assigned to support the efficient operation of the department.

Requirements & Tech Stack

• Microsoft Office Suite (Excel, PowerPoint, and Word)
• Ability to work proactively in a time-sensitive environment.
• Ability to handle confidential material.
• Web-based research systems (such as Bloomberg, Morningstar)
• Basic financial calculations and statistical concepts.
• Working understanding of financial statements.
• Demonstrated interest in investing and global markets, economics, and investment management.
• Foundational understanding of economic, accounting, and corporate finance theories.
• Ability to handle multiple tasks simultaneously.

Qualifications

• Bachelor’s degree is required prior to starting this position but is not required at the time of application.
• Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio is preferred.
• Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements.

Skills & Abilities

• Strong computer skills.
• Strong understanding of quantitative techniques.
• Strong attention to detail and low tolerance for errors.
• Strong research and problem-solving skills.
• Strong demonstrated written and oral communication skills.
• Ability to learn and efficiently use web-based research systems.

Licenses, Certifications, and Registrations

• At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license.
• Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred.

Physical Requirements / Working Conditions

• Primary work environment is in a climate-controlled office setting.
• Work requires travel to attend meetings, trade shows, and conferences.
• Incumbents may be required to work evening, weekend, and holiday shifts.
• Must be able to work in a fast-paced, high-demand environment.
• Sedentary work: involves sitting most of the time. Constantly operates a computer and other office productivity machinery.
• Physical activities include balancing, stooping, kneeling, crouching, reaching, pushing, pulling, lifting, grasping, talking, hearing, and repetitive motions.
• Hearing sufficient to hear conversational levels in person, via videoconference, and over the telephone.
• Speech sufficient to make oneself heard and understood in person, in front of groups, in meetings, via videoconference, and over the telephone.
• Visual acuity for preparing and analyzing data, transcribing, viewing a computer terminal, expansive reading, and visual inspection.
• Mobility sufficient to safely move in an office environment, walk, stoop, bend, kneel, and enter/exit/operate a motor vehicle for travel.
• Endurance sufficient to sit, walk, and stand for extended periods.
• The employee may be exposed to fumes or airborne particles, including secondhand smoke.