What are the responsibilities and job description for the Investment Analyst position at Starr Companies?
Starr Insurance Companies is a global insurance and investment organization providing property and casualty insurance solutions to business and industry, and one of the fastest-growing insurance companies in the world. Our talented and experienced associates manage risk and ultimately support the profitable growth of organizations in a dynamic, competitive and ever-changing marketplace. Join us and become part of our talented and passionate workforce.
The Investment Analyst will play an integral role in the due diligence, operations, and reporting of Starr’s $13 Billion investment portfolio. The Investment Analyst will conduct analysis and prepare reports to support the decision-making around investment strategy, portfolio construction, and the selection and monitoring of both traditional and alternative asset managers.
Summary of Key Responsibilities:
- Assist in producing and analyzing weekly, monthly, and annual reports including:
- asset allocation and portfolio forecasting
- cash flow projections/analysis from internal operations and external investments
- measuring and monitoring of portfolio and individual manager performance
- analysis of portfolio sector and geographical exposures
- compliance and regulatory restrictions
- investment committee meeting materials, including power point presentations for senior management and the board of directors
- Creation and maintenance of centralized Investment database of legal and economic documents pertaining to various investment activities. Coordinate the flow of information (legal review, document signing) and cash requirements, between investments, legal, treasury, and senior management.
- Provide support in the ongoing monitoring, evaluation, and due diligence of investment managers. Prepare detailed meeting notes and write-ups to ultimately lead to a strategic recommendation.
- Synthesize large, complex datasets, understanding variances, and drawing insights/strategic actions
- Handling various independent, ad hoc investment-related research projects. Performing economic/financial research and analysis for use in the development of investment strategies and review of economic market conditions.
Qualifications:
- Bachelor’s Degree in Economics, Accounting, or Finance
- 1 to 3 years’ experience with an investment consulting firm, asset manager, or investment department of a large institution.
- Basic knowledge of investment markets, including valuation principals for stocks and bonds. Interest in alternative investment strategies and capital markets.
- Detailed knowledge of Microsoft Word, PowerPoint and Excel including v-lookups and pivot tables.
Competencies:
- Strong quantitative and analytical skills with ambition to develop an understanding of the overall business
- Organizational skills a must.
- Must be self-motivated, detail-oriented, and an effective communicator.
- Ability to work independently and as part of a team, remain flexible, handle a variety of tasks and prioritize multiple time-sensitive activities. Comfortable working in a dynamic environment with evolving processes
- Utmost professionalism, humility and a strong intellectual curiosity.
Except as required by law, Starr requires all applicants and employees to be fully vaccinated in accordance with the CDC guidelines.
Salary : $13 - $0