Portfolio Manager and Investment Research Analyst

Position Title: Investment Research Analyst and Portfolio Manager Department: Research and Investments

Reports To: Chief Operating Officer Status: Full-time/Salaried

Position Summary

The Investment Analyst is responsible for reviews on the accounts assigned and any research associated with those accounts. This position conducts research and analyzes trends and information to provide recommendations to the Investment Policy Committee (IPC).

Duties and Responsibilities 

• Gathers and analyzes company financial statements, industry, regulatory and economic information, and financial periodicals and newspapers.

• Interprets data concerning price, yield, stability, and future trends of investments.

• Draws charts and graphs to illustrate reports.

• Communicates with brokers and purchase investments for company, according to company policy.

• May specialize in specific investment area, such as bond, commodity, equity, currency, or portfolio management.

• Completes trading on accounts assigned.

• Conducts portfolio activities with client needs in mind.

• Experienced in portfolio management and asset allocation.

• Participates in client meetings when appropriate. 

• Enhances existing processes to ensure efficiency is constantly improved.

• Tracks and analyzes financial trends to inform decisions.

• Validates the integrity of data.

• Prepares weekly market summaries.

• Supports other strategic initiatives and activities as warranted or assigned.

• Uses market pricing and congestion expertise to support asset sales.

• Leads multidisciplinary due diligence teams to assess, negotiate and recommend investment decisions to the IPC.

• Contributes to the delivery of monthly, quarterly, annual stakeholder/donor reporting.

• Builds and delivers a portfolio of advisory projects aligned with company strategy.

• Promotes a consistent approach to messaging and branding across materials.

• Evaluates opportunities with appropriate lens of risk, reward, and overall portfolio construction.

• Strategically identifies and executes on key investor relations and client service initiatives.

• Identifies new opportunities by staying abreast of market trends and development.

• Implements policies and programs which promote the company's standing in the community.

• Develops and maintains strong business relationships ensuring a successful corporate/community partnership.

• Guides and promotes progress toward established goals for team.

• Monitors and analyzes sell-side financial models and valuation frameworks including but not limited to stock research and large cap stock model (decision making).

• Manages Model Maintenance and Security Set Maintenance on custom accounts assigned.

• Fixed Income/Equity Core Funds (Wholesaler Meetings, Fund Monitoring)

• Completes requested research from Advisors on assigned accounts including bond trading treasury and investment trades.

• Acts as IPC Lead on Macro (Less is More), Large Cap Stock Decision Making, ETF Decision Making, and Fixed Income.

• Other duties as assigned.

Position Qualifications

• Bachelor’s degree in Finance or Business Administration required.

• Master's degree preferred.

• 2 – 4 years of experience in finance or wealth management required.

Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office, including Word and Excel.

• Experience in researched based tools such as FactSet or Bloomberg

• Experience with Client Relationship Management systems.

• Knowledge of Portfolio Management and Trading Software such as Orion or Tamarac.

• Excellent interpersonal, written and verbal communication skills.

• Ability to be collaborative and part of a team.

• Ability to maintain strong relationships.

• Demonstrated time management skills.

• Creative thinker with critical thinking and problem-solving skills.

• Attention to detail.