Investment Analyst 2025-01470
Investment Analyst 2025-01470
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$ 5040 - 5600
1 Vacancy
Job Description
Description and Functions
Open Until Filled
GENERAL DESCRIPTION:This position is responsible for conducting investment research and analysis supporting the investment strategy objectives of assigned investment classes. The Wyoming Retirement System (WRS) portfolio is comprised of externally managed funds with Investment Staff having discretionary authority over all investments. This position will primarily support the senior staff of the assigned asset class work on special projects as requested by the Chief Investment Officer (CIO) and work with other Investment Analysts. This position must utilize industry-standard software to research potential investments and monitor existing money managers. The Investment Analyst will spend most of their time in one or more of the broad asset class categories: Equity Fixed Income Private Markets and Alternative Investments.
Human Resource Contact: Ryan Scheer
ESSENTIAL FUNCTIONS: The listed functions are illustrative only and are not intended to describe every function that may be performed in the job level.Provide analysis and evaluate current and prospective investment managers.
Read and evaluate reports from research companies to maintain knowledge of market trends and gain insight into managers strategies.
Maintain databases associated with assigned Investment classes.
Reconcile and verify reported performance metrics of assigned asset classes.
Conduct on-site investment manager visits with WRS Investment Officers and attend pertinent industry conferences.
Assist Senior Investment Team on annual manager review monitoring of investment performance and risk monitoring of the assigned asset class.
Develop detailed reports and presentations in response to ad hoc project requests required to execute the Investment Departments mission.
Maintain communications with investment funds and external stakeholders regarding the investment process.
Work with Investment Officers to conduct due diligence on existing and prospective managers of the system.
Produce independent quantifiable recommendations supported by this research.
Collect data associated with the investment portfolio for use in various industry software programs and platforms.
Evaluate and interpret data monitor for errors and conduct thorough reconciliations.
Assist in the review of legal documentation pertaining to investment managers and other third parties.
Coordinate with both internal and external parties as needed for portfolio performance exposures and risk analysis.
Provide operational support including but not limited to the opening of new manager accounts aiding and tracking the movement of capital and ensuring portfolio adherence to compliance guidelines.
Qualifications
PREFERENCES/**AGENCY REQUIREMENTS:
**Resume outlining relevant experience and skills
**Cover letter (1-2 pages) where the candidate narrates brief examples of their related experience and skills for this position
**References
KNOWLEDGE:Knowledge of the financial markets investment strategies fund structures and the institutional fund universe
Proficiency in Excel is required
Strong quantitative/analytical aptitude and problem-solving skills
Excellent verbal and written communication skills
MINIMUM QUALIFICATIONS:Education:
Bachelors Degree (typically in Finance)
Experience:
0 - 3 years of progressive or relevant work experience (typically in Finance) with acquired knowledge at the level of an Investment Analyst
Certificates Licenses Registrations:
Must be willing to pursue the Chartered Financial Analyst (CFA) certification and/or an MBA (or Masters Degree or higher in a related field of study) and/or Chartered Alternative Investment Analyst (CAIA) certificationNecessary Special Requirements
PHYSICAL WORKING CONDITIONS:Typically the employee may sit comfortably to perform the work; however there may be some walking standing bending carrying light items driving an automobile etc.
Special physical demands are not required to perform the work.
Some travel will be required for board meetings conferences and due diligence trips.
NOTES:FLSA: Exempt
This position is At-Will and is appointed by and serves at the pleasure of the CIO.
This position is eligible for the Wyoming Retirement Investment Professional Performance Compensation Plan per Wyoming Statute(a).
Hiring will be contingent upon the successful passage of a background check.
Supplemental Information
072-Wyoming Retirement System
Visit our website to view the State of Wyoming Classification and Pay Structure.
URL: State of Wyoming is an Equal Opportunity Employer and actively supports the ADA and reasonably accommodates qualified applicants with disabilities.
Class Specifications are subject to change please refer to the A & I HRD Website to ensure that you have the most recent version.
Required Experience:
IC
Employment Type
Full-Time
