Student Investment Analyst

New Today

Under the direction of the Director, Investment Strategies, the Student Investment Analyst will work closely with Investment Analysts to support existing investment processes as well as various team-directed research projects. Conducts asset-class and market research, asset allocation analysis, manager selection diligence and performance analysis, portfolio management activity and peer benchmarking. This role is immersed as a member of the investment team and will work on projects that are considered important to the ongoing success of the investment portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Helps conduct in-depth asset class analysis and reviews of go-forward opportunity sets. 2. Conducts research and analytical projects as determined by the CIO and Director of Investments. 3. Assists the Investment Analysts on researching priorities of the investment team. 4. Assist in various data aggregation and analysis involved in the ongoing monitoring of the investment portfolio across asset classes. 5. 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. 6. Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers. 7. Participates in Ad hoc team projects with various relationship management databases and performance/portfolio management software systems such as eVestment, LP Analyst and Bloomberg. 8. Works collaboratively with team measured in part by team feedback on quantity and quality of work, proactivity in asking questions and following through Performs other duties as assigned to support the efficient operation of the department. 9. Performs other duties as assigned to support the efficient operation of the department.
EDUCATION, EXPERIENCE AND QUALIFICATIONS
Must be enrolled in a four-year undergraduate BA/BS program.
Must be rising senior, graduating in the following summer.
KNOWLEDGE, SKILLS AND ABILITIES (KSA) 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 understanding of quantitative techniques.
Strong research and problem-solving skills essential.
Strong demonstrated leadership roles and capabilities.
Strong demonstrated written and oral communication skills.
Ability to work in a time-sensitive environment, be proactive, and able to handle confidential material a must.
Critical skills include intellectual curiosity and drive, attention to detail, accuracy, accountability, organization, timeliness, and a proactive and collegial communication style.
Proficient in handling multiple tasks simultaneously.
Proficiency in Microsoft Excel, PowerPoint and Word.
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.
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!
Location:
Highland, CA, United States
Job Type:
FullTime
Category:
Business And Financial Operations Occupations