Investment Analyst 1

3 days ago


Helena, Montana, United States State of Montana Full time
Investment Analyst Job Description

The Montana Board of Investments (BOI) is seeking a skilled Investment Analyst to join our Fixed Income team. As a key member of our team, you will provide vital support to our investment staff, involving specific program implementation, research, and technical assistance.

Responsibilities:
  • Perform credit analysis on new and existing fixed income investments using quantitative and qualitative analysis.
  • Make investment recommendations to the Fixed Income team.
  • Execute all aspects of trading and settling fixed-income securities with guidance from the Director of Fixed Income.
  • Develop and maintain knowledge and investment skills to judge various viable investment opportunities using provided resources and tools.
  • Monitor investment performance/risk/activity in absolute terms and relative to benchmarks.
  • Maintain pool and portfolio analytics supporting the external or internal management program.
  • Create and maintain investment information and reporting that assists with the monitoring, decision-making, and communication of the investment process.
  • Assist internal accounting staff and custodial bank as necessary to achieve reporting standards and process investment transactions.
  • Interface regularly and support the Chief Investment Officer, Executive Director, other members of the Senior Investment staff, and the Board as necessary.
  • Communicate with BOI clients as directed to ensure that all requests for information are responded to accurately and promptly.
Qualifications:
  • Bachelor's degree in Business Administration, Accounting, Finance, or Economics.
  • One to three years of experience in asset management, investment management, investment consulting, or other financial fields. An MBA or related master's degree is strongly preferred.
  • Demonstrated knowledge of investment types, their application, use, and markets.
  • The experience requirement may be waived for progress toward the CFA, CAIA, or other relevant certificates of achievement or additional relevant graduate degree coursework.
  • CFA and/or CAIA preferred.

The Investment Analyst must pass a background check.


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