Investment Analyst, Equities and Liquid Alternatives

The IBM Retirement Funds organization is responsible for oversight of IBM’s defined benefit (DB) and defined contribution (DC) pension funds, including investment strategy, external manager selection and oversight, internal management of passive equities, risk management, performance measurement, reporting, and attribution.
Job responsibilities

• Manage alternative investments, including hedge funds and multi-asset strategies.
• Conduct manager research from origination to investment committee presentation.
• Evaluate performance, operational and investment risk, processes, and organization for existing and prospective investment managers.
• Develop and analyze a variety of performance, exposure, and risk reports.
• Provide market research and analysis on asset classes and investment strategies. Identify potential opportunities, analyzing attractiveness with quantitative and qualitative approaches.
• Meet periodically with investment managers, consultants, and other industry specialists.
• Serve as an advisor on asset allocation and portfolio construction.
• Manage new manager onboarding including coordination with legal and operations teams.
• Make a strong contribution in a collaborative, team-oriented environment, exhibiting solid communications and interpersonal skills.
• Share knowledge and expertise.
• Employ sound investment and business judgment.

Required Technical and Professional Expertise

• At least three years experience in capital markets and conducting investment manager research
• Experience investing in different asset classes for an institutional investor such as a pension, endowment, foundation, or fund of funds
• Experience investing in hedge funds strategies and multi-asset portfolios
• Experience with performance attribution and portfolio risk analysis
• Strong quantitative/Excel skills
• Strong written and verbal communication/presentation skills
• Fluent in English

Preferred Tech and Prof Experience

• At least five years experience in capital markets and conducting investment manager research
• Advanced degree and/or CFA Designation
• Advanced knowledge of Excel analysis and modeling
• Experience with equities in developed and emerging markets
• Experience with all types of hedge fund strategies – macro, CTAs, credit, distressed, event driven, quantitative equity, equity long/short
• Knowledge of risk premia strategies
• Experience with FactSet, Bloomberg, eVestment
• Existing network of industry contacts across institutional investing and asset management
• Experience with operational due diligence for hedge funds and other investment managers

EO Statement
IBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.