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Internal Fundamentals Investment Analyst, Senior Analyst, Associate or Senior Associate

The Internal Fundamental Management (IFM) Analyst, Senior Analyst or Associate– Sector Management performs routine to advanced investments research and analysis work. Work involves assisting in performing or performing fundamental and statistical research and analysis, and due diligence for potential investments. Works under moderate to limited supervision with limited to considerable latitude for initiative and independent judgment. This position reports to the Senior Director of the IFM Research Team.

Compensation: The TRS Investment Management Division offers an attractive compensation package consisting of base salary, annual performance incentive bonus, a defined-benefit pension plan as well as 401(k) and 457 retirement plans, and comprehensive benefits.

Depending upon the qualifications of the individual selected and discretion of the hiring manager the position will be filled at one of three levels (Senior Analyst, Associate or Senior Associate). Starting salary is commensurate with experience.

State classification information:
Analyst: Investment Analyst I/B22/1130
Senior Analyst: Investment Analyst II/B24/1131
Associate: Investment Analyst III/B26/1132

 WHAT YOU WILL DO:

Research and Analysis
·       Assists in performing or performs fundamental and statistical investment analysis for potential investment opportunities, including basic investment computations (i.e., return multiples, correlations, volatility analysis, attribution analysis, etc.), using any reliable printed or electronic media, partnership offering memoranda, and one on one contact with general and limited partners.
·       Assists investment managers in conducting strategic research, asset allocation analysis, and/or risk management analysis.
·       Assists in analyzing performance attribution using proprietary models.
·       Assists in conducting and reviewing or conducts and reviews investment research on various industries, companies, or countries using computer databases.
·       Assists in researching, analyzing, and reviewing or researches, analyzes and reviews national, international, macro/micro economic and/or business conditions that directly affect agency investments.
·       Provides timely written or oral reports of analysis and recommendations to Investments staff and management.

Due Diligence
·       Assists investment managers in performing or performs due diligence research and analysis for potential investment opportunities and/or external strategies.
·       Assists in evaluating portfolio diversification by geography, industry, and sub-asset class.
·       Assists in the maintenance/improvement of existing and in the development of new quantitative and valuation models and techniques for investment diversification and risk management.
·       Consults with investment managers, analysts, investment accounting, legal counsel, custodian, and third-party advisors and consultants.
·       Ensures that TRS Ethics Policy is adhered to in relationships with general partners, external managers, brokers, research suppliers and other vendors.
·       Performs related work as assigned.

WHAT YOU WILL BRING:

Minimum Required Qualifications

Education:
·       Bachelor’s degree from an accredited four-year college or university with major coursework in business administration, finance, accounting, operations research, math, information technology, liberal arts, or a related area.
·       A Master’s degree in a related area may substitute for one (1) year of the required experience.

Experience:

Analyst
·       None

Senior Analyst
·       One (1) year of full-time professional investments experience or other experience involving data analysis and evaluation, such as financial analysis, engineering, or statistics.

Associate
·       Three (3) years of full-time professional investments experience or other experience involving data analysis and evaluation, such as financial analysis, engineering, or statistics.
·       One (1) year of investments research and analysis (experience may be concurrent).

Preferred Qualifications
·       Master of Business Administration (MBA) or Master’s degree related to finance.
·       Experience in institutional investment research, accounting, financial analysis, statistical analysis, or a related field.
·       Certification as a Chartered Financial Analyst (CFA) or working towards CFA.

Knowledge of:
·       Investment concepts, terminology, styles, models, strategies, and fundamental investment factors.
·       Statistical concepts, methods, and models, and their application to investments.

Skill in:
·       Using a computer in a Windows environment with word processing, spreadsheet, presentation, database, and other business software to prepare correspondence, spreadsheets, charts, and reports.
·       Conducting data searches and evaluations of large amounts of information, performing statistical analysis of the data, and preparing concise and accurate reports and written/oral recommendations.
·       Planning, organizing, and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment, and in completing detailed work with a high degree of accuracy.
·       Verbal and written communication that is accurate, timely, and based on sound judgment.

Ability to:
·       Establish and maintain harmonious working relationships with co-workers, agency staff, and external contacts.
·       Work effectively in a professional team environment.