Associate Investment Analyst

Trigyn Technologies Limited.; City of White Plains (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Investment Analyst to support the Treasury group in managing a significant fixed income portfolio. This role involves assisting in trade settlements, preparing investment reports, and engaging with various stakeholders. The ideal candidate will possess strong analytical and communication skills, along with a Bachelor's degree in a relevant field. Join a forward-thinking company that values responsiveness and a high level of customer focus, and contribute to impactful financial management in a dynamic environment.

Qualifications

• Bachelor’s in Management, Finance, Engineering Accounting, or related field preferred.
• Strong analytical skills with advanced Excel proficiency.

Responsibilities

• Assist in trade settlement and analysis of fixed income portfolios.
• Prepare investment reports for senior management and oversight agencies.

Skills

Analytical Skills

Communication Skills

Organizational Skills

ERP Software

Treasury Management Software

Education

Bachelor’s Degree

Master of Business

Tools

Excel

Job description

Job Description: Associate Investment Analyst

Position Id: J0525-0017

Job Type: 6-12 months (contract)

Country: United States

Location: White Plains, NY

Pay Rate: Open

Job Description:

Our client - a major utility firm based out of Westchester County, NY - has an immediate need for Associate Investment Analyst. The particulars of the position are as follows.

Project Overview:
This role will support the Director, Investments within the Treasury group. Investments primarily manages Treasury's internal fixed income portfolio, Other Post-Employment Benefits Trust, and related reporting.

Job Functions & Responsibilities:
• Assist in trade settlement, reporting and analysis of the client’s investment $1 billion + fixed income portfolios according to standards established in the client’s Investment Guidelines.
• Assist in trade settlement, reporting and analysis of the Captive Insurance Company’s investment portfolio according to standards established in the Captive Insurance Company Investment Policy.
• Assist in preparation of reporting and fee payment and tracking of the Other Post Employment Benefits Trust Funds. Specific responsibilities include but not limited to the following:
1) Monitor fund onboarding and performances;
2) Assist rebalancing execution;
3) Coordinate and attend portfolio review meetings.

• Support the management of all external relationships and represent the Authority with brokers, fund managers, consultants and investment advisors.
• Assist in the preparation of monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
• Assist validation of market value of all internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
• Prepare documentation for all investment-related audit requests conducted internally or externally.

Skills requirements:
• Strong written and verbal communication and persuasion skills. The ability to proactively engage and talk comfortably with anyone from immediate colleagues to remote working groups, and from recent graduates to upper management.
• Well-organized and customer focused to ensure high level of responsiveness to management, customer and other department requests.
• Ability to prioritize and plan work accordingly to deliver results in a timely manner.
• Demonstrated advanced analytical (i.e. Excel) skills with an ability to evaluate large volumes of data, handle complex tasks and interpret trends.
• Experience or demonstrated aptitude with ERP and/or Treasury management software or databases.

Education & Certifications:
• Bachelor’s Degree (B.A./B.S.) required.
• Management, Finance, Engineering Accounting, or related field, preferred.
• Advanced specialty degree or Master of Business a plus.

TRIGYN TECHNOLOGIES, INC. is an EQUAL OPPORTUNITY EMPLOYER and has been in business for 35 years. TRIGYN is an ISO 27001:2022 and CMMI Level 5 certified company.