Investment Analyst, Equity

LE_ICMA-RC International City Management Association Retirement Corporation; Washington (District of Columbia); Hybrid; USD 73,000 - 111,000; Full time

Benefits offered by this job

Hybrid work schedules

Tuition reimbursement

Professional development opportunities

Competitive total rewards

Job summary

MissionSquare is seeking an Investment Analyst, Equity to support portfolio oversight, reporting, and communications for internal and external audiences. The role focuses on analytics, data management, and collaboration with Fund Managers and analysts.

You will assist in performance attribution, risk analysis, and market monitoring while contributing to investment-related reports and stakeholder communications. A CFA path is preferred, with exposure to Excel, PowerPoint, and analytics tools.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business or related field.
• Zero to one year of investment industry experience; data collection/analysis and communications preferred.
• General knowledge of statistics and investment data.
• Strong written and verbal communication skills.
• Familiarity with investment research platforms and analytics tools.

Responsibilities

• Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information.
• Maintain investment, manager, and market data used in portfolio monitoring and reporting.
• Conduct qualitative and quantitative analysis on equity funds and asset managers.
• Assist in performance attribution, benchmarking, and risk analysis for investments.
• Prepare investment-related reports, data, and materials for internal and external audiences.
• Coordinate information requests and assist due diligence for investment managers.

Skills

Financial analysis

Portfolio reporting

Due diligence

Stakeholder communication

Data management

Analytical skills

Attention to detail

Education

Bachelor's degree in Finance, Economics, Accounting, Business

Tools

eVestment

FactSet

Morningstar Direct

Python

SQL

Power BI

Excel

PowerPoint

Job description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$73,810.00 - $110,720.00 The Investment Analyst, Equity provides analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership. This role supports portfolio oversight activities, investment reporting, due diligence processes, and the preparation of investment-related communications and marketing materials. The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, timely, and consistent investment information for internal and external audiences.

MissionSquare cannot sponsor or hire candidates with H1B, STEM or OPT visas for this role.

Essential Functions

• Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting.
• Maintain investment, manager, and market data used in portfolio monitoring and reporting activities.
• Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios.
• Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments.
• Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings.
• Support due diligence activities for current and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing summary materials.
• Participate in meetings and calls with asset management firms; compile notes and follow-up items.
• Track portfolio performance, cash flows, and compliance with investment guidelines.
• Support the execution of investment reporting, operational, and process management activities.
• Assist with the preparation, validation, and distribution of investment-related reports, data, and materials for internal and external stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content.
• Assist Fund Managers in implementing portfolio changes and rebalancing activities.
• Coordinate with internal teams including Finance, Legal, and Compliance on investment-related matters.
• Performs other duties as assigned.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Zero to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred.
• General knowledge of statistics and investment data.
• Strong analytical and problem-solving skills.
• Proficiency with Microsoft Excel, PowerPoint, and spreadsheet analysis.
• Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct preferred.
• Knowledge of investment management and mutual fund industries.
• Applied investment and economic analysis skills.
• Strong written and verbal communication skills.
• High attention to detail and organizational skills.
• Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred.
• Ability to work effectively in a team environment and manage multiple priorities.
• Progress toward the CFA designation preferred.

Benefits

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions.
• Flexible and hybrid work schedules to support work-life balance.
• Tuition reimbursement to support continued education.
• Professional and career development opportunities, including courses and certifications.
• Comprehensive wellness programs promoting physical, mental, and emotional health.
• Volunteerism initiatives to encourage community engagement.

Equal Employment Opportunity

Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace.

At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.