Investment Analyst

Description
Position at San Manuel Band of Mission Indians

**The incumbent will work out of two offices and split their work week as follows: 3 days in Irvine, 2 days in Highland**

Under the administrative and technical direction of the Chief Investment Officer the Investment Analyst reviews, analyzes, and assists in monitoring the administrations and management of the San Manuel Band of Mission Indians (SMBMI) Investment portfolio. The work involves activities such as evaluating and monitoring external investment managers, evaluating Request for Proposal responses, conducting due diligence on existing and prospective investment managers, assisting in preparation of reports to the Investment Board.

Essential Duties & Responsibilities

• Monitors external investment managers for adherence to investment strategy and guidelines.
• Reviews capital markets and economic trends as they relate to the management of the investment portfolios and makes recommendations to enhance the investment program.
• Assists in conducting due diligence on prospective external investment managers.
• Assists in the use and development of robust quantitative analytical tools using Morningstar or Bloomberg systems. Develops and improves reporting capability of investment funds and portfolio.
• Assists in establishing investment guidelines, policies and procedures, development of performance measurement criteria and standards for external investment managers.
• Prepares quarterly investment performance and manager booklet and conducts risk assessment of external managers.
• Prepares various presentations for Investment Committee meetings, as well as other communications pieces, as necessary.
• Assists in conducting asset allocation reviews and makes recommendations for portfolio rebalancing.
• Performs research regarding industry standards, best practices and makes recommendations for operational improvements.
• The Investment Analyst will also perform other related duties and special projects involving spreadsheets or other web based research as assigned.
• Special projects as needed in conjunction with company priorities.

Education/Experience

• Bachelor’s degree from an accredited college or university preferably in Finance or Accounting required.
• Three years assisting in the administration of an institutional investment portfolio.
• Equivalent combination of education and progressive, relevant and direct experience may be considered in lieu of Bachelor’s degree.
• Familiarity with Tribal governments highly desirable.
• Strong computer skills, including Microsoft’s Office Suite (Excel, PowerPoint, and Word) and the ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are required.
• Ability to work in a time-sensitive environment, be proactive, and able to handle confidential material a must.
• Strong attention to detail required.
• Strong research and problem solving skills essential.
• Strong critical thinking skills, a high degree of intellectual curiosity, and a desire to take on greater responsibilities and leadership are all required to be a successful member of the Investment Strategies team.
• Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long and ad-hoc assignments.
• Must have a commitment to exceptional quality, have the highest ethical standards, and have the vision to enhance and further develop SMBMI’s portfolio.

Certificates/Licenses/Registrations

• CFA Charter holder or CFA Candidate highly desirable.
• Must undergo and successfully pass a thorough pre-employment background investigation including criminal, credit, education, verification of work history and professional references.