Investment Analyst (Energy, Mining, and… at Utah… · Salt…

Summary: Utah Retirement Systems serves Utah public employees with retirement and insurance benefits. They are seeking an Investment Analyst to collaborate with the Investment Team in monitoring and evaluating external managers and investments, providing analysis and recommendations on risk and portfolio fit. Responsibilities: - Conducts analysis and due diligence on investment managers. Evaluates, monitors, and makes recommendations in the context of portfolio objectives, market conditions, performance of peers, benchmarks, and other considerations. May perform similar functions related to joint venture or direct investments - Develops and demonstrates competence in specific strategy area(s), sector(s), and/or asset class(es) - Assists senior URS investment professionals and other personnel as needed - Prepares investment recommendations based on strategic and tactical asset allocation decisions - Corresponds frequently with partners, investment managers, external service providers, and industry experts to formulate market opinions, identify investment opportunities, and gauge investment trends - Contributes to ongoing process improvement for investment decisions, analyst workflow, strategy modeling, etc - Attends professional seminars and conferences; establishes professional relationships with institutional investor peers and with tenured industry professionals - Promotes internal cooperation among the Investment Team and with external service providers - Promotes organizational efficiency through high professional standards - Demonstrates a high level of intellectual curiosity - Maintains regular and reliable attendance - Maintains strict confidentiality and adheres to URS Ethics and Compliance policies - Other related duties as required Required Qualifications: - A Bachelor's Degree and a minimum of one (1) year directly related professional experience; or an equivalent combination of education and experience - Applicable degrees include; investment management, business administration, accounting, financial management, real estate, agriculture, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field - Required technical skills include the working knowledge of Microsoft Office Suite, with advanced capabilities in Excel - Required mathematical skills include working knowledge of advanced mathematical concepts including correlations, factor analysis, and statistics - Required investment skills include working knowledge of purposes, principles and theory of finance, institutional portfolio management, and statistical analysis - Business, monetary, and economic trends and practices - Security analysis and financial forecasting - Risk analysis, sensitivity analysis, and scenario testing - Investment performance measurement and attribution analysis - Demonstrates knowledge of relevant asset class, investment strategies, and instruments - Must possess excellent communication skills: Distill analysis into original reports and recommendations - Demonstrate excellent written and oral communication skills - Establish and maintain strong working relationships with colleagues and industry investment professionals - Present information on complex topics to top management, peers, and occasionally the URS board - Must have the ability to demonstrate that URS' beneficiaries are a top priority - Attend to detail - Display autonomy and leadership in performing job functions - Follow written and verbal instructions - Prioritize work - Perform within deadlines - Work well in a team environment as well as independently - Multi-task by handling a variety of duties in a timely and efficient manner - Follow through with assignments - Deal effectively with stress caused by workload and time deadlines - The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS - As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee's control and direction, or under the control and direction of the employee's spouse - Position requires extensive travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid driver's license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR) Preferred Qualifications: - Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations - Investment research experience in an institutional investment setting (pension, endowment, foundation, asset management company, insurance company, etc.) - Prior experience conducting investment manager research and due diligence - MBA or related Master's Degree - Experience with Bloomberg, Microsoft Access, Visual Basic, and SQL Required Skills: Investment Research, Investment Manager Due Diligence, Portfolio Management, Risk Analysis, Financial Forecasting, Statistical Analysis, Factor Analysis, Correlation Analysis, Investment Performance Measurement, Microsoft Excel, Microsoft Office Suite, Bloomberg, Microsoft Access, Visual Basic, SQL, Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) Benefits: Competitive pay and benefits