Investment Analyst

Under the direction of the Director, Investment Strategies, the Investment Analyst performs analytical tasks on behalf of the enterprise investment portfolios and assists in analyzing investment managers and portfolios. Assists in the administration and analysis of investment portfolios managed by external investment managers. Develops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research.

PLEASE NOTE: THIS ROLE WILL BE LOCATED IN IRVINE, CA.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Assists in monitoring external public and private asset managers for investment performance, attribution, risk and opportunity set research; statistically compare investment managers on various metrics.
2. Assists in the research and analytics for quarterly Investment Strategies performance reports and prepares materials for monthly Investment Board meetings.
3. Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers.
4. Assists in monitoring capital markets, creates asset class and market dashboards, and maintains knowledge of current market trends and practices.
5. Assist the CIO, Director, and/or Principal of Investments with research and analytical projects.
6. Performs other duties as assigned to support the efficient operation of the department.

EDUCATION, EXPERIENCE AND QUALIFICATIONS

• Bachelor’s degree is required prior to starting this position but is not required at the time of application.

• Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio is preferred.

• Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above.

KNOWLEDGE, SKILLS AND ABILITIES (KSA)

• Strong computer skills, including Microsoft’s Office Suite (Excel, PowerPoint, and Word) is required.

• Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors is required.

• Ability to work proactively in a time-sensitive environment and handle confidential material is required.

• Strong ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred.

• Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements is preferred.

• Demonstrated interest in investing and global markets, economics, and investment management.

• Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories.

• Strong research and problem-solving skills are essential.

• Strong demonstrated written and oral communication skills.

• Must have strong written and oral communications, including research and problem-solving skills.

• Ability to handle multiple tasks simultaneously.

LICENSES, CERTIFICATIONS AND REGISTRATIONS

• At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license.

• Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred.

• No Driving Responsibilities: Role does not require a driver’s license or insurance.

PHYSICAL REQUIREMENTS/ WORKING CONDITIONS – ENVIRONMENT

The physical demands and working environment described here are representative of those that an employee encounters and must be met by an employee to successfully perform the essential functions of this job.

• Primary work environment is in a climate-controlled office setting.

• Work requires travel to attend meetings, trade shows, and conferences.

• Incumbents may be required to work evening, weekend and holiday shifts.

• Must be able to work in a fast-paced, high-demand environment.

• Strength sufficient to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects and/or move up to 40 pounds occasionally.

• Sedentary work: involves sitting most of the time. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

• Physical activities that apply to the essential functions of the position are balancing, stooping, kneeling, crouching, reaching, pushing, pulling, lifting, grasping, talking, hearing, and repetitive motions.

• Hearing sufficient to hear conversational levels in person, via videoconference and over the telephone.

• Speech sufficient to make oneself heard and understood in person, in front of groups, in meetings, via videoconference and over the telephone.

• Visual acuity that meets the requirements of the position: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading and visual inspection of employees, visitors or facility.

• Mobility sufficient to safely move in an office environment, walk, stoop, bend and kneel, and enter, exit and operate a motor vehicle in the course of travel to promotional events, meetings, conferences, trade shows and San Manuel properties.

• Endurance sufficient to sit, walk and stand for extended periods, and maintain efficiency throughout the entire work shift and during extended work hours.

• The employee may be exposed to fumes or airborne particles including secondhand smoke.

Reasonable accommodation will be made in compliance with all applicable law.

As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today!