Job Title: Investment Analyst
Department: Investment Strategies
Reports to: Chief Investment Officer
FLSA Status: Exempt
Summary
Under the administrative and technical direction of the Chief Investment Officer the Investment Analyst reviews, analyzes, and assists in monitoring the administrations and management of the San Manuel Band of Mission Indians (SMBMI) Investment portfolio. The work involves activities such as evaluating and monitoring external investment managers, evaluating Request for Proposal responses, conducting due diligence on existing and prospective investment managers, assisting in preparation of reports to the Investment Board.
Essential Duties & Responsibilities
·
Monitors
external investment managers for adherence to investment strategy and
guidelines.
·
Reviews
capital markets and economic trends as they relate to the management of the
investment portfolios and makes recommendations to enhance the investment
program.
·
Assists
in conducting due diligence on prospective external investment managers.
·
Assists
in the use and development of robust quantitative analytical tools using
Morningstar or Bloomberg systems. Develops
and improves reporting capability of investment funds and portfolio.
·
Assists
in establishing investment guidelines, policies and procedures, development of
performance measurement criteria and standards for external investment managers.
·
Prepares
quarterly investment performance and manager booklet and conducts risk
assessment of external managers.
·
Prepares
various presentations for Investment Committee meetings, as well as other
communications pieces, as necessary.
·
Assists
in conducting asset allocation reviews and makes recommendations for portfolio
rebalancing.
·
Performs
research regarding industry standards, best practices and makes recommendations
for operational improvements.
·
The
Investment Analyst will also perform other related duties and special projects involving
spreadsheets or other web based research as assigned.
·
Special
projects as needed in conjunction with company priorities.
Core Competencies
·
Adaptability/Flexibility- Adapts to change, is open to new ideas,
willingly takes on new responsibilities, handles pressure, and adjusts plans to
meet departmental/business enterprise needs.
·
Communication – Communicates well both verbally and in
writing. Creates accurate and punctual
reports, demonstrates good listening skills.
Demonstrates behavior that is welcoming, friendly, open and
approachable.
·
Decision
Making/Judgment – Recognizes
problems and responds appropriately. Systematically gathers information, sorts
through complex issues and seeks input from others. Addresses root cause of issues
and makes timely decisions. Ability to
make difficult decisions. Communicates decisions to all appropriate
personnel/departments/business enterprises.
·
Dependability – Meets commitments, deadlines, and works
independently, completes all assignments or job tasks without management follow
up, and accepts accountability for results.
·
Initiative- Independently identified problems and
takes independent action to successfully resolve issues. Willingly seeks out new or additional
responsibilities. Acts on opportunities
to improve overall operations. Generates
new ideas.
·
Job Knowledge- Demonstrates the necessary management,
administrative, professional and/or technical skills to meet or exceed position
expectations. Uses common sense approach to completing tasks and meeting
deadlines. Keeps job knowledge current, is in command of all critical issues
that develop day-to-day on the job.
Seeks to increase job knowledge and value to organization.
·
Personal
Organization-Keeps
information organized and accessible.
Maintains a clean and functional work space. Works systematically and efficiently while
managing time well and ensuring all critical commitments are addressed.
·
Critical Thinking
(problem solving) – Breaks
down problems into smaller components, understanding underlying issues. Ability to simplify and process complex
issues, and understand the difference between critical details and unimportant
facts. Focuses attention on the primary
source or cause of a problem.
Demonstrates the ability to identify and successfully resolve issues
before they become significant problems.
·
Results Focus - Targets and achieves results by setting
challenging goals, prioritizing tasks and overcoming obstacles. Accepts accountability for results achieved
and sets team standards and responsibilities.
Provides direction, leadership and motivation.
·
Quality Service - Ability to handles internal/external customer
questions, concerns and complaints effectively and communicates
positively. Consistently maintain a
pleasant, approachable, professional image.
Education/Experience
·
Bachelor’s
degree from an accredited college or university preferably in Finance or
Accounting required.
·
Three
years assisting in the administration of an institutional investment portfolio.
·
Equivalent
combination of education and progressive, relevant and direct experience may be
considered in lieu of educational requirement.
·
Familiarity
with Tribal governments highly desirable.
·
Strong
computer skills, including Microsoft’s Office Suite (Excel, PowerPoint, and
Word) and the ability to learn and efficiently use web-based research systems
(such as Bloomberg, Morningstar) are required.
·
Ability
to work in a time-sensitive environment, be proactive, and able to handle
confidential material a must.
·
Strong
attention to detail required.
·
Strong
research and problem solving skills essential.
·
Strong
critical thinking skills, a high degree of intellectual curiosity, and a desire
to take on greater responsibilities and leadership are all required to be a
successful member of the Investment Strategies team.
·
Must
have the ability to manage multiple tasks simultaneously and meet deadlines for
short, long and ad-hoc assignments.
·
Must
have a commitment to exceptional quality, have the highest ethical standards,
and have the vision to enhance and further develop SMBMI’s portfolio.
Certificates/Licenses/Registrations
·
CFA Charter
holder or CFA Candidate highly desirable.
·
Must undergo and successfully pass a thorough
pre-employment background investigation including criminal, credit, education,
verification of work history and professional references.
Physical
Requirements/ Working Conditions – Environment
The physical demands and working environment described
here are representative of those that an employee encounters and must be met by
an employee to successfully perform the essential functions of this job.
·
Primary work environment is in a
climate-controlled office setting.
·
Must be able to work in a fast paced, high demand
environment.
·
Must be able to work on a computer for extensive
amounts of time on a daily basis.
·
Hearing sufficient to hear conversational levels
in person and over the telephone.
·
Speech sufficient to make oneself heard and
understood in person, in front of groups, in meetings, and over the telephone.
·
Visual acuity to
determine the accuracy, neatness, and thoroughness of the work assigned, or to
make general observations of facilities, guests and employees.
·
Strength sufficient to frequently lift and/or move
up to 10 pounds below or at waist level and occasionally lift; move or carry
objects over 40 pounds below and at waist level with assistance.
·
Mobility sufficient to safely move in an office
environment; walk, stoop, bend, kneel, enter and exit.
·
Endurance sufficient to maintain efficiency
throughout the entire work shift and during extended work hours.
San
Manuel Band of Mission Indians and San Manuel Indian Bingo and Casino will make
reasonable accommodations in compliance with the Americans with Disabilities
Act of 1990.
Apply directly to:
Robert Tager
Senior Business Partner, Talent Acquisition
San Manuel Band of Mission Indians
27995 Highland Avenue, #100
Highland, CA 92346
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