Allocator Jobs
Our mission is to provide private trust services that will improve the lives of our clients and further the mission of their charitable foundations.
The Investment Analyst will support senior analysts and be part of a team that provides strategic input regarding existing and new opportunities for the investment portfolio. 2-5 years of investment or industry experience is preferred.
Duties & Responsibilities
These responsibilities include: Assisting with proactively sourcing and evaluating new investment opportunities Evaluating and monitoring outside asset managers Building relationships with managers in asset classes ranging from public equities and fixed income to alternatives such as private equity and real estate Analyzing current market conditions and supporting asset allocation decisions and portfolio construction Performing research on issues relevant for a global institutional portfolio, including researching new investment ideas and themes Synthesizing information and making coherent and reasoned investment recommendations Specific Work Experience & Background Desired
Bachelor’s Degree Investment or industry experience An advanced degree and/or CFA designation are a plus Other Desirable Attributes
High levels of motivation and initiative Strong interpersonal skills Success in a team environment Proven analytical and quantitative skills Strong written and verbal communication skills
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These responsibilities include: Assisting with proactively sourcing and evaluating new investment opportunities Evaluating and monitoring outside asset managers Building relationships with managers in asset classes ranging from public equities and fixed income to alternatives such as private equity and real estate Analyzing current market conditions and supporting asset allocation decisions and portfolio construction Performing research on issues relevant for a global institutional portfolio, including researching new investment ideas and themes Synthesizing information and making coherent and reasoned investment recommendations Specific Work Experience & Background Desired
Bachelor’s Degree Investment or industry experience An advanced degree and/or CFA designation are a plus Other Desirable Attributes
High levels of motivation and initiative Strong interpersonal skills Success in a team environment Proven analytical and quantitative skills Strong written and verbal communication skills
#J-18808-Ljbffr