Investment Analyst: Portfolio Analytics & Market Insights

Yuhaaviatam of San Manuel Nation; California (MO); On-site; USD 75,000 - 115,000; Full time

Job summary

Yuhaaviatam of San Manuel Nation seeks an Investment Analyst to perform analytical tasks for enterprise portfolios, assist in evaluating external managers, and support risk monitoring programs. The role focuses on data collection, market research, and portfolio analysis under the Director of Investment Strategies.

The position requires a Bachelor’s degree and at least one year of related experience; CFA/CAIA enrollment is preferred.

Qualifications

• Bachelor’s degree is required prior to starting this position.
• Minimum of one year assisting in administration/management of an institutional investment portfolio preferred.
• Experience with institutional portfolios or asset allocation is a plus.

Responsibilities

• Assist in monitoring external asset managers for performance, risk and research.
• Support quarterly performance reports and Investment Board materials.
• Contribute to calls with investment managers and research teams.
• Monitor capital markets and maintain market dashboards and trend knowledge.
• Assist senior leadership with research and analytical projects.
• Perform other duties to support department operations.

Skills

MS Office

Bloomberg

Morningstar

Quantitative methods

Education

Bachelor's degree

Tools

Data analysis software

Job description

Yuhaaviatam of San Manuel Nation seeks an Investment Analyst to perform analytical tasks for enterprise portfolios, assist in evaluating external managers, and support risk monitoring programs. The role focuses on data collection, market research, and portfolio analysis under the Director of Investment Strategies.

The position requires a Bachelor’s degree and at least one year of related experience; CFA/CAIA enrollment is preferred.