Investment Analyst

General Summary

Responsible for managing the reporting of the company's investment portfolios aligning financial strategy with investment policy and current market conditions. Recommends cost-saving and investment growth opportunities maintaining compliance with department and audit standards to optimize performance and the protection of the company's investment and pension assets.

Duties and Responsibilities

Essential Functions

• Manages the company investment portfolio to support the Outsourced Chief Investment Officer (OCIO) by maintaining compliance with the investment management policy and aligning strategies and key performance metrics with senior management.
• Provides good stewardship and oversight to maintain system controls and practices that are standard to industry guidelines and investment policy.
• Monitors market conditions and recommend changes to investment strategies to minimize risk and maximize returns.
• Monitors the investment portfolios to ensure they align with the investment policy allocation guidelines and reports variances or observed trends to senior management and OCIO.
• Collaborate with other investment professionals, including OCIO, portfolio managers and analysts, to discuss strategies and market insights and align recommendations.
• Develops and maintains strong relationships with financial institutions, including banks and investment firms.
• Reconciles and tracks capital calls paid by OCIO, outstanding commitments, and retains documentation for audit purposes and year end audit footnote preparation.
• Provides secondary approval of web cash transfers to/from custody cash liquidity account for payment of custody fees, OCIO fees, professional services, and other consultant invoices not managed and processed for payment by the OCIO.
• Coordinates with OCIO when cash liquidity needs raised to fund extraordinary invoices that need paid through web cash movement.
• Provides detailed valuation reports on stocks,...