Investment Analyst

Responsibilities

Prepare investment materials for Investment Committee members, Board members, and internal / external stakeholders. Manage our CRM workflow and data storage process by monitoring and updating data to the system. This includes filing all our funds’ quarterly reports, letters from managers, fee schedules, etc. Also includes retrieving all files from our alternative asset managers’ data rooms and storing on the Dynamo system. Assist with investment operations and performance reporting. Duties include rebalancing investment portfolios monthly to ensure compliance with investment policies and assisting in the review and movements of cash to cover capital calls, portfolio rebalancing and expense payments. Work with our fund managers to obtain Schedule K-1s from our alternative asset funds to be used by the AARP tax department. Act as a liaison between the investment team and external consultants in order to prepare monthly and quarterly hedge fund and private equity data feeds needed by our consultants. Conduct research on trending topics by gathering and summarizing data, writing whitepapers, performing risk / return analyst on prospective funds, etc. Assist in due diligence by preparing relevant reports in advance of investment manager meetings. Qualifications Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline with 2 years of relevant professional experience, or an equivalent combination of training and experience related to the position's duties. Expert in Excel and the Microsoft Office Suite. Ability to communicate effectively with all levels of management, as well as with internal and external stakeholders. Attention to detail, ability to work both independently and collaboratively, self-motivated problem solver, with strengths in planning, monitoring, organizing resources, and flexibility in meeting changing priorities. Experience in Project management and cross-functional collaboration. AARP will not sponsor an employment visa for this position at this time. Additional Requirements Regular and reliable job attendance Effective verbal and written communication skills Exhibit respect and understanding of others to maintain professional relationships Independent judgement in evaluation options to make sound decisions In office / open office environment with the ability to work effectively surrounded by moderate noise Hybrid Work Environment AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories. Compensation and Benefits AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement. Equal Employment Opportunity AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.Prepare investment materials for Investment Committee members, Board members, and internal / external stakeholders. Manage our CRM workflow and data storage process by monitoring and updating data to the system. This includes filing all our funds’ quarterly reports, letters from managers, fee schedules, etc. Also includes retrieving all files from our alternative asset managers’ data rooms and storing on the Dynamo system. Assist with investment operations and performance reporting. Duties include rebalancing investment portfolios monthly to ensure compliance with investment policies and assisting in the review and movements of cash to cover capital calls, portfolio rebalancing and expense payments. Work with our fund managers to obtain Schedule K-1s from our alternative asset funds to be used by the AARP tax department. Act as a liaison between the investment team and external consultants in order to prepare monthly and quarterly hedge fund and private equity data feeds needed by our consultants. Conduct research on trending topics by gathering and summarizing data, writing whitepapers, performing risk / return analyst on prospective funds, etc. Assist in due diligence by preparing relevant reports in advance of investment manager meetings.Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline with 2 years of relevant professional experience, or an equivalent combination of training and experience related to the position's duties. Expert in Excel and the Microsoft Office Suite. Ability to communicate effectively with all levels of management, as well as with internal and external stakeholders. Attention to detail, ability to work both independently and collaboratively, self-motivated problem solver, with strengths in planning, monitoring, organizing resources, and flexibility in meeting changing priorities. Experience in Project management and cross-functional collaboration. AARP will not sponsor an employment visa for this position at this time. Additional Requirements Regular and reliable job attendance Effective verbal and written communication skills Exhibit respect and understanding of others to maintain professional relationships Independent judgement in evaluation options to make sound decisions In office / open office environment with the ability to work effectively surrounded by moderate noise Hybrid Work Environment AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories. Compensation and Benefits AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement. Equal Employment Opportunity AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.