Investment Oversight Analyst

2 weeks ago


Jersey City, New Jersey, United States Acord (association For Cooperative Operations Research And Development) Full time

Position Overview:


The Investment Analyst will operate under the guidance of the head of Investment Management Oversight, focusing on the management of discretionary investments within Trust accounts. This role is pivotal in monitoring investment activities and addressing any associated risks and exceptions.


Key Responsibilities:


1. Assist in the preparation and review of daily, monthly, and quarterly operational reports for various committees, ensuring the maintenance of report deliverables and the organization of committee meetings.

2. Conduct daily reviews of approved investment activities to ensure the accurate implementation of changes.

3. Generate comprehensive monthly and quarterly reports for senior management and the Board of Directors.

4. Identify and escalate risk-related issues in line with the Trust Risk Policy.

5. Monitor daily asset allocation and restriction alerts, ensuring prompt resolution of any violations.

6. Process and review mutual fund, ETF, stock, and bond trade orders.

7. Address inquiries from trust officers and investment counselors regarding investment matters.

8. Support due diligence efforts for investment managers, including performance reviews and ongoing account monitoring.

9. Compile necessary materials for requests from regulatory bodies and internal audits.


Qualifications:

Education:
A Bachelor's Degree is required.
Experience:
5+ years of relevant experience in the financial services sector is essential. Familiarity with trust and fiduciary administration, as well as experience in Risk, Internal Audit, or Compliance, is advantageous.
Skills:
- Proficient in investment vehicles including stocks, bonds, and derivatives.
- Advanced skills in Microsoft Office, particularly Excel; experience with Bloomberg is preferred.
- Knowledge of computational languages such as Python is a plus.
- Strong organizational and analytical skills with meticulous attention to detail.
- Ability to work independently and adapt to changing priorities effectively.
- Excellent written and verbal communication skills.
- Strong interpersonal skills and a collaborative mindset.

Work Environment:
No travel is required for this position.

Compensation and Benefits:
Citi offers a competitive salary and a comprehensive benefits package, including medical, dental, and vision coverage, retirement plans, and wellness programs.

For more information on benefits, please refer to the company's offerings.



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