Investment Analyst
3 weeks ago
POSITION TITLE - Investment Analyst REPORTS TO - Executive Director of Investments & Senior Investment Officer THE ORGANIZATION NEBF Investments is a separate group within the National Electrical Benefit Fund (NEBF) that assists the Board of Trustees of the Fund with management and oversight of a $19 billion defined benefit plan. NEBF Investments performs a similar function with respect to the National Electrical Annuity Plan (NEAP), a $16 billion defined contribution plan (structured into 5 separate Life Stage Funds) which is governed by the same Board of Trustees. NEBF and NEAP are collectively referred to as “the funds”. The staff and facilities of NEBF Investments are shared resources for the two funds. GENERAL DESCRIPTION OF DUTIES The Investment Analyst is directly involved in the management of the investment programs of NEBF and NEAP. The position is multi-faceted and provides professional growth opportunities as the analyst will have a broad range of responsibilities. DUTIES: Principal responsibilities will include Gathering information and data from a variety of sources to develop and maintain current knowledge of investment market conditions. Analysis and evaluation of investment opportunities across public and private market asset classes. Assisting in the development and implementation of investment strategies. Identifying and evaluating of suitable external investment management firms (“investment managers”). Providing oversight of investment managers, performance analysis, and compliance with applicable regulations. Participating in asset allocation studies. Establishing and maintaining databases and preparing spreadsheets. Maintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Monitoring the Plans’ asset allocation and investment performance, preparing monthly cash flow forecasts, implementing investment rebalancing as needed, and participating in transition management. Assisting in the coordination of investment transactions, including fulfilling capital calls and transfers between investment accounts as directed by the Executive Director and the Managing Director and approved by the Trustees. Assisting in the preparation of quarterly reports for Trustees meetings, which includes the review of executive reports and gathering third-party meeting deliverables (investment consultant reports, legal reports, financial audits, etc.). Assisting in the maintenance of the Plans’ private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.). Assisting in streamlining investment operations processes and procedures. Reviewing investment managers’ account guidelines and ensuring compliance with regards to fees, investment policy, and manager specific guidelines. Establishing and maintaining working relationships with appropriate members of the external investment community. Ad-hoc projects as assigned by Plan executives. QUALIFICATIONS One to four years of relevant experience, with financial analysis and investment operations preferred. An undergraduate degree in finance, accounting, economics, mathematics, statistics, or engineering is preferred. The ideal candidate has (or is pursuing) a CFA designation. Demonstrates intellectual curiosity, creative and critical thinking skills. Possesses strong organization, analytical, and communication skills. Self-motivated to learn new concepts and participate in new projects. Ability to work well with others, anticipate impacts of workload/issues to team deadlines and has a positive work attitude. Able to work on multiple projects concurrently, to self-direct and prioritize responsibilities, and to work independently to perform a variety of tasks with accuracy and attention to detail. Proficient computer skills, specifically Microsoft Office Products. COMPENSATION Commensurate with experience NEBF INVESTMENTS does not sponsor applicants for employment visas. Qualified individuals should submit their letter of interest and resume along with salary history to resumes@nebfinvest.org #J-18808-Ljbffr
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Investment Analyst
2 months ago
Washington, United States The World Bank Full timeInvestment Analyst Job #: req28296 Organization: IFC Sector: Investment Grade: GE Term Duration: 3 years 0 months Recruitment Type: Local Recruitment Location: Washington, DC,United States Required Language(s): English Preferred Language(s): Chinese, French, Spanish, Portuguese Closing Date: 8/5/2024 (MM/DD/YYYY) at 11:59pm...
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Investment Analyst
4 weeks ago
Washington, Washington, D.C., United States The World Bank Full timeInvestment AnalystJob #:req28296Organization:IFCSector:InvestmentGrade:GETerm Duration:3 years 0 monthsRecruitment Type:Local RecruitmentLocation:Washington, DC,United StatesRequired Language(s):EnglishPreferred Language(s):Chinese, French, Spanish, PortugueseClosing Date:8/5/2024 (MM/DD/YYYY) at 11:59pm UTCDescriptionIFC - a member of the World Bank Group -...
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Investment Analyst
3 weeks ago
Washington, United States The World Bank Group Full timeThe Investment Analyst will have responsibilities for specific individual tasks and for working as an integral part of the team in executing TREQAs work program. The primary responsibilities will focus in the areas of portfolio analytics, investment Investment, Analyst, Performance, Asset Manager, Banking, Technology, Management, Portfolio
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Investment Analyst
3 weeks ago
Washington D.C., United States NEBF Investments Full timePOSITION TITLE - Investment Analyst REPORTS TO - Executive Director of Investments & Senior Investment Officer THE ORGANIZATION NEBF Investments is a separate group within the National Electrical Benefit Fund (NEBF) that assists the Board of Trustees of the Fund with management and oversight of a $19 billion defined benefit plan. NEBF Investments...
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Investment Banking Analyst
3 months ago
Washington, United States Olsen Palmer LLC Full timeJob DescriptionJob DescriptionANALYSTOlsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. office. The candidate will work directly with and for the firm’s senior partners across and throughout current and prospective client engagements.The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable...
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Investment Banking Analyst
3 months ago
Washington, United States Olsen Palmer LLC Full timeJob DescriptionJob DescriptionANALYSTOlsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. office. The candidate will work directly with and for the firm’s senior partners across and throughout current and prospective client engagements.The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable...
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Financial Analyst in Investment Banking
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Financial Analyst in Investment Banking
2 weeks ago
Washington, United States Stephens Full timePosition: Investment Banking AnalystProgram Overview: The Investment Banking Analyst Program at Stephens is a distinctive opportunity within the financial services sector. This comprehensive two-year program commences with an intensive training period led by seasoned Stephens bankers, designed to equip analysts with essential skills and knowledge. Following...
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Washington, United States OATS INC. Full timeOverview AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal...
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Investment Analyst
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Washington D.C., United States AARP Full timeOverviewAARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal...
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Financial Investment Analyst
2 weeks ago
Washington, United States The World Bank Group Full timeInvestment Analyst - Trade and Supply Chain Finance Organization:The World Bank GroupSector:Investment Grade:GETerm Duration:3 years Recruitment Type:Local Recruitment Location:Washington, DC, United States Required Language(s): English Preferred Language(s): Spanish, French DescriptionThe World Bank Group is a leading global development institution focused...
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Financial Investment Analyst
2 weeks ago
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Investment Research Analyst
3 weeks ago
Washington, Washington, D.C., United States IMF - International Monetary Fund Full timeWork for the IMF. Work for the World.The Investment Office (INV) is responsible for the investment and management of the Staff Retirement Plan (SRP) and Retired Staff Benefits Investment Account (RSBIA). SRP and RSBIA, which total over $16 billion, are currently structured as globally diversified portfolio across 7 asset classes (Global Equities, Emerging...
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Investment Banking Analyst
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Washington, United States Compass Point Research & Trading, LLC Full timeCompass Point is a premier full-service investment bank providing a wide range of banking and research services to our clients. We serve as an expert advisor and resource to corporate clients and institutional asset managers including mutual funds, hedge funds, and family offices.We are seeking an experienced Analyst to join our Investment Banking Team...
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Education Investment Policy Analyst
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Washington, United States Capstone LLC Full timeJob SummaryCapstone LLC is seeking a highly skilled Investment Policy Analyst to join our team. As an Investment Policy Analyst, you will play a critical role in supporting our investment decisions and policies.Key ResponsibilitiesConduct in-depth research and analysis on investment opportunities and policiesDevelop and maintain relationships with key...
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Investment Banking Analyst
4 weeks ago
Washington, United States Stephens Full timeTitle: Investment Banking Analyst (Class of 2025) Start Date: Summer of 2025 Locations: Atlanta, GA, Dallas, TX, Little Rock, AR, Washington D.C. STEPHENS INVESTMENT BANKING ANALYST PROGRAM The Stephens Investment Banking Analyst Program is one-of-a-kind in the financial services industry. Our two-year, generalist program begins with four weeks of intensive...
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Investment Analyst
2 weeks ago
Washington, United States Integrated Federal Solutions Full timeCompany OverviewIntegrated Federal Solutions is dedicated to fostering a collaborative environment where team members are empowered to achieve their professional goals. We provide comprehensive benefits, including health insurance, leave, and opportunities for professional development, along with flexible remote work options. Join our dynamic team and...
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Education Policy Investment Analyst
2 weeks ago
Washington, United States Capstone LLC Full timeWe are seeking a skilled analyst with a deep understanding of education policy. This role involves crafting innovative investment strategies through thorough policy evaluation for our clientele, which includes capital market and private equity investors. The analyst will engage frequently with legislators, regulatory bodies, and other key decision-makers, as...
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IT Investment Portfolio Analyst
2 weeks ago
Washington, Washington, D.C., United States A1FED, Inc. Full timePosition OverviewA1FED, Inc. is seeking an experienced IT Investment Portfolio Analyst to support our Federal Government initiatives. The successful candidate will possess a strong background in the following areas:Business Case FormulationPortfolio OversightAcquisition Strategy and ExecutionProgram OversightCapital Planning and Investment Control...
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Investment Consulting Analyst
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Washington, United States Fiducient Advisors Full timeCompany Overview: Fiducient Advisors specializes in customized investment consulting services tailored for a diverse clientele, including retirement plan sponsors, endowments, foundations, private clients, and financial institutions. With a team of over 200 professionals across the nation, we are dedicated to our mission of fostering client prosperity. Role...
