Investment Portfolio Analyst

Scottish Rite for Children; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dedicated Investment Portfolio Analyst to enhance their institutional investment portfolio. This role requires a strong analytical background, with responsibilities including investment analysis, risk assessment, and compliance monitoring. The ideal candidate will possess a finance-related degree and extensive experience in investment management. Join a mission-driven organization that values integrity and collaboration, where your contributions will directly impact the lives of children. This position offers an exciting opportunity to work within a dynamic team focused on making a difference.

Qualifications

• 5 years of experience in institutional investment office required.
• Strong background in investment and portfolio analysis is essential.

Responsibilities

• Conduct extensive data gathering and reporting on investment holdings.
• Prepare analyses for fund exposure and risk decomposition.

Skills

Investment Analysis

Portfolio Analysis

Quantitative Skills

Analytical Skills

Data Synthesis

Critical Thinking

Project Management

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Bachelor's Degree in Business

Bachelor's Degree in Economics

Tools

Zephyr/PSN

Evest

Wilshire Compass

Job description

Our patients are our number one priority! We're committed to giving children back their childhood!

Job Posting Title:

Investment Portfolio Analyst

Location:

Dallas - Hospital

Additional Posting Details:

Monday - Friday

8:00am to 4:30pm

Job Description:

Prepare investment analysis at an underlying mandate or fund level, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. The position has broad exposure to the workings of an institutional investment office. Finance or related degree with five years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required. A commitment to humility, excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.

Position Summary:

• Conduct extensive data gathering, documentation, and reporting on investment holdings, including public and private equity, private credit, and hedge funds.
• Prepare private investment analysis at an investment fund and mandate level, including liquidity, exposures, benchmark comparisons (including peers), and related guideline analysis.
• Prepare fund exposure analyses and risk decomposition for the monitoring and management of the various investment funds and mandates.
• Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
• Monitor and prepare investment fund and mandate guideline compliance analysis.
• Participate in manager due diligence on current and prospective investment managers by preparing quantitative and qualitative analyses of managers.
• Participate in manager searches by preparing quantitative and qualitative analyses of prospective managers.
• Support in preparing investment and analytic materials for Investment Committee meetings.
• Prepare special analysis, ad hoc reporting and other duties as assigned. SRC reserves the right to revise or change job duties as business requirement dictate.
  
  

Required Skills/Abilities:

• Bachelor’s degree with five years of directly related experience. Bachelor’s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience. The experience should be in an institutional investment office such as an endowment, foundation, or pension plan.
• Strong background in investment analysis, portfolio analysis, and performance measurement methodologies.
• Working knowledge of Zephyr/PSN, Evest, Wilshire Compass or other portfolio optimization software
• Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data and summarize complex sets of financial information.
• Ability to manage and prioritize multiple projects and deliver results within deadlines.
• Ability to work both autonomously and collaboratively
• Commitment to integrity and desire to work for a mission-driven non-profit organization
• Ability to think critically, relentless life-long learner, sense of intellectual curiosity, humor, and humility.