Investment Management Analyst

2 weeks ago


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

Position Overview:


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


Key Responsibilities:


1. Prepare and review comprehensive business and operational reports on a daily, monthly, and quarterly basis for various committees. This includes managing the report deliverables grid, scheduling committee meetings, documenting meeting minutes, and ensuring proper audit tracking of files and documents.

2. Conduct daily reviews of approved investment activities to verify the completion of necessary changes.

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

4. Identify and escalate risk factors in alignment with the Trust Risk Policy.

5. Monitor and investigate daily asset allocation and restriction alerts to ensure timely resolution of any violations.

6. Enter, review, and approve trade orders for mutual funds, ETFs, stocks, and bonds.

7. Provide research and responses to inquiries from trust officers and investment counselors regarding investment-related issues.

8. Assist in the due diligence process of investment managers, including performance reviews and ongoing account assessments.

9. Compile necessary materials to address requests from regulatory bodies and internal partners, including Compliance and Investment Risk.


Qualifications:

Education:
A Bachelor's Degree is mandatory.
Experience:
Minimum of 5 years of relevant experience in the financial services sector. Familiarity with trust and fiduciary administration, as well as portfolio management, is advantageous. Experience in Risk, Internal Audit, or Compliance is also beneficial.
Skills:
Proficient knowledge of investment vehicles such as stocks, bonds, and alternative investments is essential. Advanced skills in Microsoft Office, particularly Excel, are required. Experience with Bloomberg and knowledge of computational languages like Python are preferred but not essential.
Demonstrated organizational and analytical skills, with a keen attention to detail, are crucial. The ability to work independently, prioritize tasks effectively, and apply sound judgment is necessary. Strong written and verbal communication skills are required, along with the capacity to manage multiple tasks and adapt to changing job requirements.

Job Family Group:
Private Client Product Services

Job Family:
Trust Investment Management

Time Type:
Full time

Compensation:
Competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs. Paid time off packages are also included.

This position is part of a diverse and inclusive work environment that values equal opportunity for all qualified applicants.



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