INVESTMENT ANALYST JOB DESCRIPTION

An Investment Analyst is someone who turns raw market data into a defensible recommendation. What the role actually demands is harder to summarize: it requires holding a thesis under pressure, revising it when new data arrives, and communicating both the conclusion and the uncertainty to an Investment Committee that needs to act on it. Within an asset management or plan-sponsor environment, this analyst monitors manager performance across alternative asset classes, including private equity and private debt, and supports the due diligence process that governs how capital is allocated. The CFA curriculum is a common benchmark for the technical depth expected here.

As the Investment Analyst, you are accountable for synthesizing portfolio performance data, conducting manager due diligence, and producing the investment recommendations and binders that inform capital allocation decisions across the team's coverage universe. You will work alongside senior investment professionals and report into an Investment Committee or a head of investments, operating within a framework that spans multiple asset classes and custodial relationships.

Career Impact: Analysts who cover alternative investments including private equity and private credit develop a cross-asset fluency that commands premium market value and accelerates the path toward Associate or Portfolio Manager roles.

Business Impact: The investment memos, attribution analyses, and manager evaluations produced in this role directly determine which managers receive capital and which are placed on watch, making the work consequential at the portfolio level.

Growth Opportunity: Regular attendance at due diligence sessions, industry conferences, and annual manager meetings builds a professional network and deal-flow awareness that compound in value over a career in asset management.

• Analyze manager track records and produce attribution analysis to support investment committee recommendations.
• Review deal documents and coordinate with Legal and Compliance on limited partnership agreement negotiations.
• Monitor portfolio performance across alternative asset classes, benchmarking against approved strategies and flagging material deviations.
• Gather and synthesize data from third-party administrators to ensure accurate and timely reporting for senior investment staff.
• Conduct industry research to assess market dynamics, competitive landscape, and forward-looking growth for target strategies.
• Draft investment memos, recommendation papers, and due diligence binders for final review by senior professionals.
• Maintain internal performance databases and identify enhancements to portfolio monitoring workflows.
• Assist operations in managing administrator, custodian, and auditor relationships to support smooth fund administration.

• Bachelor's degree in finance, economics, business, or a related quantitative field, or equivalent work experience.
• 3 or more years of investment management experience, with demonstrated involvement in manager due diligence or portfolio analysis.
• Working knowledge of alternative investment structures including private equity, private debt, real estate, and real assets.
• Proven ability to build, interpret, and stress-test financial models used in investment appraisal.
• Strong written communication skills, with experience drafting formal investment recommendations or research memos.
• Demonstrated quantitative aptitude, including proficiency in statistical analysis and financial statement interpretation.
• Ability to manage multiple time-sensitive deliverables independently without sacrificing analytical rigor.

• CFA or CAIA Level I or higher, reflecting commitment to the professional standards of the asset management industry.
• Experience with pension, endowment, foundation, or plan-sponsor investment frameworks, particularly within ERISA-governed structures.
• Familiarity with credit analysis methodologies including bond structure review, credit grading, and stress testing.
• Prior exposure to Investment Committee governance, including preparation of formal binders and participation in manager evaluation sessions.

• Manager evaluation turnaround time, measuring how efficiently due diligence reviews are completed and escalated.
• Attribution analysis accuracy rate, reflecting precision of performance decomposition delivered to senior staff.
• Investment binder completion rate per quarter, tracking delivery of recommendation packages against committee calendar.
• Watch-list response time, measuring speed of escalation when a manager breaches performance thresholds.
• Database completeness score, reflecting the proportion of fund and manager records kept current across custodial relationships.
• Typical tools: Financial modeling platforms (commonly Excel with advanced modeling builds); performance reporting systems (commonly institutional portfolio analytics platforms)

• Base Salary Range: $80,000 to $115,000 annually, depending on seniority and location
• Bonus: 10 to 25 percent of base, tied to individual and team performance
• Equity: not typical at this level in most asset management firms
• Health Benefits: medical, dental, and vision coverage standard
• PTO: 15 to 20 days annually, plus standard US public holidays

• Common Perks: CFA exam sponsorship, professional development budget, hybrid work arrangements

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion, including verification of financial history where applicable to the fiduciary nature of this role, is a condition of employment. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations are available to applicants with disabilities throughout the hiring process. Candidates must be authorized to work in the United States.

The Investment Analyst owns the full investment monitoring and due diligence cycle for the Alternatives team, delivering portfolio performance analysis, attribution reporting, and investment binders to the head of ITA and Investment Committee. Working alongside senior investment professionals, this role shapes the quality of manager evaluation and supports operational coordination with administrators, custodians, and auditors to keep the Trust's objectives on track.

Key Responsibilities

• Monitor investment activity and leverage third-party administrators to provide accurate and timely portfolio information.
• Review performance, process, and firm changes via manager meetings, conferences, and webcasts.
• Provide portfolio performance, benchmarking, and exposure analysis to senior investment professionals.
• Gather, analyze, and synthesize data for deliverables to the head of ITA and Investment Committee.
• Maintain internal databases and seek enhancements to portfolio monitoring tools.
• Assist the Operations team with managing administrators, custodians, and auditors.
• Analyze track records and provide attribution analysis of investment managers.
• Review deal documents and work with Legal and Compliance in negotiating limited partnership agreement terms.
• Conduct industry research to understand market dynamics, competitive landscape, and go-forward growth.
• Draft memos of intent, investment recommendations, and investment binders for final review.

Required Qualifications

• Bachelor's degree in business, economics, or a similar quantitative field with 3 years of relevant experience, or 1 year with a Master's degree.
• CFA or CAIA Level I or higher preferred.
• 3 years of relevant experience in investment management or a related field.
• Knowledge of capital markets including alternative investments such as private equity, private debt, real estate, and real assets.
• Advanced Excel skills with financial modeling capabilities.
• Proficiency in Microsoft Office Suite including Excel, Word, and PowerPoint.
• Ability to manage multiple projects with aggressive timelines efficiently and effectively.
• Ability to travel domestically and internationally as required.

Reporting to senior management, the Investment Analyst refines financial analysis of growth opportunities including potential acquisitions by building and updating economic models that inform corporate investment decisions. Partnering with cross-functional teams, this role ensures consistency across all corporate financial modelling and contributes directly to the accuracy of analyses that drive business growth.

Primary Duties

• Perform timely and comprehensive financial analysis of growth opportunities including potential acquisitions and business development projects.
• Create and update economic models of existing assets across the portfolio.
• Prepare project overviews and presentations of analytical results for senior management.
• Perform ad hoc analysis including financial models and business trend analysis to support business growth.
• Deliver accurate analyses of corporate impacts of investment decisions.
• Ensure consistency in approach and output for all corporate financial modelling.
• Work within a team to revise and update analyses as deal parameters change.

Skills and Qualifications

• Degree or professional designation in finance, economics, or business.
• CFA designation or progress toward completion considered an asset.
• Prior experience in financial or investment analysis preferred.
• Well-developed understanding of valuation techniques and financial metrics.
• Advanced Excel skills with financial modeling experience.
• Proficient business acumen with strong analysis, interpretation, and decision-making skills.
• Ability to handle multiple projects at various stages simultaneously.
• Excellent communication skills with the ability to build working relationships at all organizational levels.

Embedded within the investment management team, the Investment Analyst delivers superior client service by preparing due diligence recommendation papers, periodic fund performance reports, and market analysis to support informed investment decisions. Working closely with the Senior Investment Manager, wholesale trustees, external asset managers, and fund accountants, this role strengthens the investment management service offering and drives continuous improvement in client outcomes.

Core Functions

• Deliver a superior investment management service to clients within the risk management framework of the business.
• Support the Senior Investment Manager to deliver operational excellence across the portfolio.
• Prepare recommendation papers following completion of asset-related due diligence and significant investment activities.
• Prepare periodic investment management reports covering market analysis, fund performance, and significant fund activities.
• Manage stakeholder relationships including clients, wholesale trustee, external investment and asset managers, and fund accountants.
• Strengthen and continuously improve the investment management service offering and client outcomes.

Qualifications and Experience

• Tertiary qualifications in finance, accounting, or economics.
• CA or CPA qualification preferred.
• 1-2 years of experience in a transactional environment with preference for Australian commercial property, real assets, or infrastructure.
• Experience in Managed Investment Trusts or property fund lifecycles preferred.
• Superior analytical skills with understanding of property, real assets, and infrastructure investments.
• Well-developed investment writing and presentation development skills.
• Strong client and stakeholder engagement skills with ability to manage competing priorities across multiple stakeholders.

Sitting at the intersection of investment consulting and fund-level analysis, the Investment Analyst conducts performance measurements and due diligence research using historical fund-level and property-level data to support formal investment recommendation reports. Operating across client teams, investment managers, and internal investment committees, this role contributes directly to the quality and integrity of portfolio decisions made on behalf of clients.

Duties

• Conduct investment performance measurements and comparisons using historical fund-level and property-level performance data.
• Maintain and update internal databases with performance data, fund data, and manager data.
• Provide analytical support to senior team members using proprietary Excel-based models.
• Conduct research, fact finding, and data collection to support the due diligence process.
• Meet and interact with investment managers in the evaluation of funds, manager platforms, and strategies.
• Contribute to formal investment recommendation reports prepared for clients and ad hoc research requests.

Education and Experience

• Bachelor's degree in finance, accounting, economics, or a related field required.
• MBA or CFA designation preferred.
• 1-3 years of relevant experience in real estate investment consulting, investment banking, or private fund management.
• Working knowledge of investment statistics, financial statements, and accounting-based reports.
• Strong Excel-based modeling skills.
• Strong written and oral communication skills with ability to interact effectively with fund managers, client teams, and investment committees.
• Intellectual curiosity and attention to detail with the ability to work autonomously in a lean group.

A key member of the investment team, the Investment Analyst shapes portfolio strategy by examining economic and market trends, developing complex financial models, and compiling advisory reports that recommend new investment opportunities across international markets. Collaborating across fund managers, legal teams, and industry networks, this role enables well-informed portfolio diversification decisions grounded in rigorous quantitative and qualitative analysis.

Accountabilities

• Examine and assess economic and market trends, earnings prospects, financial statements, and other indicators to determine suitable investment strategies.
• Review previous investment decisions and analyze the thought process behind each decision.
• Monitor financial press and track market trends, opportunities, risks, and new investment products.
• Compile advisory reports and make informed recommendations on new investment opportunities and funds to enhance or diversify portfolios.
• Develop complex financial models and analyze legal documents.
• Liaise with fund managers and network with industry professionals.

Experience and Qualifications

• University degree in finance, accounting, or a related field.
• CFA or CIMA certification in progress or completed.
• At least 5 years of proven experience as a financial analyst in an international environment.
• Solid understanding of financial procedures, statistics, and economics with ability to detect trends early.
• Strong financial modeling and analytical skills.
• Strong presentation and communication skills with ability to explain analytical details to business stakeholders.
• French and German at a business level required.

Sound investment execution across the Nordics depends on the Investment Analyst, who originates new acquisitions, supports transaction structuring and due diligence, and prepares investment committee presentations for senior team members. Based within the Nordic team, this role serves as an essential contributor to both asset management activities and fund reporting requirements across the region.

Key Deliverables

• Originate new acquisitions across the Nordics market.
• Assist in due diligence, structuring, financing, negotiation, and execution of transactions.
• Prepare investment committee presentations.
• Memorandums for senior team members.
• Support the Nordic team in all asset management and fund reporting requirements.

Background and Experience

• Master's or Bachelor's degree in real estate, finance, economics, or equivalent with an outstanding academic record.
• 1-3 years of relevant experience in real estate, private equity, consulting, or investment management.
• Experience analyzing financial data and building financial models.
• Advanced MS Excel and PowerPoint skills.
• Strong communication skills in English and Swedish, both written and verbal.
• Analytical and commercial mindset with high attention to detail and strong work ethics.
• Ability to work in a fast-paced, team-based environment with limited supervision.

As the Investment Analyst, this role performs financial modelling, investment memorandum writing, and HMO market analysis to evaluate prospective assets and support the Fund Management team's reporting and investor communications. The Fund Management team relies on this work to maintain a well-informed view of macro and micro market trends across target cities and to ensure accurate, timely investor reporting on existing and prospective investments.

Scope of Work

• Perform financial modelling, analysis, and general due diligence to evaluate prospective assets and support the investment thesis with market data.
• Write investment memorandums for presentation to the Investment Committee.
• Monitor and develop an in-depth understanding of the HMO market at macro and micro levels to identify trends and inform investment decisions.
• Support sourcing efforts of opportunities across selected target cities.
• Support the Fund Management team with compilation of reports, research, presentation materials, and investor reporting.
• Assist with portfolio management needs related to existing investments.

Minimum Qualifications

• Bachelor's or Master's degree in accounting, economics, finance, or another quantitative subject.
• Previous internship experience or exposure to real estate preferred.
• Knowledge of the UK real estate market, preferably related to student accommodation.
• Advanced Excel knowledge.
• Solid analytical and problem-solving skills with the ability to rapidly comprehend complex issues.
• Ability to work independently in an entrepreneurial and fast-paced environment.

Investment Analyst delivers a highly automated deal sourcing and selection process while supporting due diligence analysis, portfolio management tracking, and value-add platform coordination for a venture-focused investment team operating across sub-Saharan Africa. The work directly supports the team's ability to scale investment activity efficiently and maintain rigorous performance reporting for investees and internal stakeholders.

Job Functions

• Improve and execute a highly automated digital process to efficiently scale the sourcing and selection of investment opportunities.
• Follow up with potential investment targets through multiple mediums including emails, calls, and third-party service providers.
• Support the investment due diligence analysis and shortlisting process.
• Collaborate with data scientists to analyze data and identify key trends and success criteria.
• Coordinate, track, and help implement offerings on the value-add platform for investees.
• Support portfolio management including tracking of key metrics and reporting.

Professional Experience

• 2-3 years of experience in a venture fund, management consulting firm, or rapidly growing startup.
• Good understanding of financial modeling and accounting principles.
• Extensive local experience in sub-Saharan Africa.
• Financial modeling and analytics acumen with strong data analysis skills.
• Comfortable with remote working and excellent communication skills.
• Hands-on self-starter able to manage projects and small teams independently.
• Passionate about the firm's mission and aligned with its values.

The Investment Analyst owns the analysis and recommendation of emerging markets local currency fixed-income investments, monitoring fund positions and P and L daily to ensure alignment with fund policy and company reporting standards. Working alongside portfolio managers, trading teams, middle office, and marketing, this role enables the firm to maintain rigorous regulatory compliance and well-informed macro-level positioning across global markets.

What You'll Do

• Analyse and recommend investments across emerging markets local currency fixed-income.
• Recommend and present investment opportunities to portfolio managers and monitor investment positions.
• Ensure all positions are checked daily and are in line with fund policy.
• Monitor P and L and fund positions in line with company reporting policies.
• Maintain awareness of global markets and keep close working relationships with outside firms.
• Ensure compliance with all regulatory issues relating to the portfolios.
• Work closely with trading teams, middle office, and marketing.

Required Qualifications

• Experience in the financial services industry within credit and emerging markets.
• Strong knowledge of capital markets including local currency debt, foreign exchange, interest products, and derivatives in emerging markets.
• Strong regulatory knowledge of credit markets.
• Ability to identify fundamental value across countries and analyse macro issues, interest rates, liquidity, and geopolitical risks.
• Good communication skills.

Embedded within a real estate investment team, the Investment Analyst sources investment ideas, builds return-on-investment financial models, and coordinates the full acquisition and sales process from due diligence through legal documentation and investor reporting. Working closely with the investment committee and external stakeholders, this role delivers the financial performance monitoring and deal coordination that keeps the portfolio on track against planned forecasts.

Areas of Ownership

• Source investment ideas in accordance with internal investment philosophy, objectives, and processes.
• Perform financial due diligence and analysis of prospective projects and recommend investment decisions.
• Create financial models based on return on investments and financial planning.
• Evaluate financial performance by comparing and analysing actual results against planned forecasts.
• Monitor the performance of investments and report to the investment committee and investors.
• Coordinate acquisition and sales processes including preparation and monitoring of legal documentation.

Qualifications and Experience

• Degree or Master's in finance, economics, corporate finance, or a similar field.
• 3-5 years of professional experience in financial modelling, investor relations, and analysis of investment opportunities in the real estate market.
• Fluent in English.
• Strong communication skills with ability to engage different stakeholders.
• Dynamic and commercially driven with strong business identification skills.

Reporting to senior investment team members, the Investment Analyst develops valuation and returns analyses, prepares investment documentation and pitch decks, and conducts due diligence on start-ups and tech sub-sectors to support the full venture capital investment process. Partnering with senior members on portfolio management activities, this role contributes to well-grounded investment decisions and effective business development outreach.

Role Responsibilities

• Helping investments team to conduct due diligence on start-ups and market research on tech sub-sectors and landscapes.
• Perform valuation and returns analyses to support investment decisions.
• Prepare investment documentation and business plans to support the investment process.
• Prepare pitch decks and other marketing materials to support business development.
• Assist senior members with portfolio management activities.

Technical Qualifications

• Graduate degree in business, finance, or a related field from a top-tier university.
• 0-2 years of experience with a venture capital, private equity, investment banking, or management consulting firm.
• Proficiency in financial modelling and building presentation decks.
• Ability to build business relationships with decision makers.
• Attention to detail.

Sitting at the intersection of local and global market analysis, the Investment Analyst monitors financial information, prepares financial models, and conducts market research on development and investment funds to support team members and current partners across Polish and international markets. Operating across analyst and investment manager collaboration channels, this role enables accurate ad hoc company-level reporting and informed investment decision-making within an international team environment.

Day-to-Day Responsibilities

• Monitor and analyse financial information relating to local and global markets.
• Prepare financial models and compile results into reports and presentations for team members.
• Conduct market research on development and investment funds.
• Create and report ad hoc analyses relating to specific companies.
• Cooperate with other analysts and investment managers.
• Communicate with current partners in Polish and English.

Knowledge, Skills and Abilities

• Master's degree in finance, accounting, management, or a similar field.
• At least 1-2 years of experience in financial modelling or investment appraisal.
• Advanced knowledge of MS Excel with VBA as an asset.
• Business English proficiency at minimum B2 level.
• High communication and presentation skills.
• Polish language proficiency required for partner communication.

Our client, a City based private investment firm, are looking to recruit a new Investment Analyst to support the launch of a couple of new funds and their expanding Real Estate Investment Trust (REIT). The Investment Analyst builds and runs financial models for the REIT and new funds, conducts quantitative and qualitative deal appraisals, and manages the full transaction cycle from legal documentation review through handover to the Portfolio Management team. Working closely with internal and external advisers, legal intermediaries, and the Portfolio Management team, this role enables sound deal execution and robust investment paper preparation across an expanding real estate platform.

Work Activities

• Build and run financial models of the REIT and new funds.
• Analyse incoming REIT deals including single assets and portfolios through quantitative and qualitative research.
• Support transaction execution and ancillary work-streams including research, accounting, and day-to-day operational matters.
• Structure transactions to establish the best method to complete deals.
• Review and assist in the negotiation of legal documentation.
• Liaise with internal and external advisers and manage relationships to ensure deals are completed.
• Prepare internal investment papers and deal appraisals.
• Hand over closed investments to the Portfolio Management team.

Position Requirements

• High-quality degree in maths, economics, finance, or a related subject.
• 1-2 years of experience in financial services, real estate, or care.
• Strong numeracy and academic background.
• Excellent interpersonal skills with the ability to deal with people at all levels.
• Organised with the ability to multi-task and prioritise a varied workload.
• Strong personal values particularly integrity, proactivity, and attention to detail.

A key member of the investment team, the Investment Analyst leads fundamental research on public and private companies, identifies private equity investment opportunities, and represents the Fund as Board Member in investee companies to protect and grow portfolio value across emerging markets. Collaborating across the investment team, legal counsel, shareholders, and investee company management, this role delivers the portfolio monitoring, risk assessment, and deal execution support that drives long-term fund performance.

Strategic Responsibilities

• Take responsibility for research of public and private companies using fundamental analysis.
• Identify potential private equity investments and support deal structuring and execution.
• Assess market potential and monitor potential transactions in the market.
• Participate in shareholder meetings on behalf of investment funds and represent the Fund as Board Member in investee companies.
• Monitor the business evolution of portfolio companies and assess ongoing risks.
• Make recommendations to the investment team regarding actions to protect and increase value in portfolio companies.
• Draft and deliver presentations describing the business evolution of portfolio companies.

Experience and Qualifications

• Bachelor's degree from a top-tier university with an excellent academic record.
• CFA or CAIA designation is a plus.
• 5-10 years of working experience in financial markets with previous research experience in public or private companies.
• Prior research experience in Romania or other emerging markets preferred.
• Experience in private equity including deal sourcing, structuring, and exits.
• Fluent in English and Romanian.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Bloomberg terminal.
• Keen sense of business ethics and integrity with strong attention to detail.
• Ability to work effectively in a multicultural team environment.

Be part of the most exciting, innovative company in Africa. Invictus Capital is searching for experienced investment analysts - you will help design strategies for future funds, analyse incoming deal flow and identify opportunities for investment by our venture capital fund. Bonus points for being a proficient data scientist or trader. The Investment Analyst advances the firm's venture capital fund by filtering blockchain-focused deal flow, designing and backtesting fund strategies, and executing trades across exchange and brokerage platforms while preparing reports for retail and institutional investors. The work directly supports management's ability to make data-driven allocation decisions and stay ahead of regulatory and technology developments across emerging markets.

Delivery Expectations

• Filter deal flow with regard to blockchain technology and adjacent verticals and seek out investment opportunities in the space.
• Design and backtest relevant strategies for new fund types.
• Manipulate datasets, create financial models, and summarize findings for management.
• Conduct quantitative and qualitative analysis of investment opportunities and market conditions.
• Prepare weekly and monthly reports for retail and institutional investors.
• Report on changes, risks, and emerging trends in markets including regulatory and technology developments.
• Execute trades across various exchange and brokerage platforms.
• Monitor and optimize automated software used for fund administration and management.

Minimum Qualifications

• Minimum 4-year degree in finance, economics, accounting, engineering, or a related field from a top university.
• 2 years of work experience in a technical, financial, security, or analytical role.
• Strong mathematical aptitude with entrepreneurial spirit.
• Ability to communicate effectively under pressure and adapt to changing situations.
• Value for teamwork with the ability to think independently.

My client is an established PERE firm who are currently seeking an Investment Analyst to join their team in Hong Kong. The role will cover opportunistic and value add investments across the APAC region covering multiple asset classes. Applicants must have relevant real estate experience in Asia with a good understanding of real estate fundamentals. The Investment Analyst produces accurate financial modelling and hold and sell analysis across multiple real estate asset classes in APAC, supporting investment decisions with reliable forecast returns and capital structure optimization for the investment director. The work directly supports the firm's ability to evaluate and track opportunistic and value-add opportunities across the region with precision and speed.

Performance Expectations

• Provide accurate financial modelling and analysis of real estate investment opportunities across multiple asset classes in APAC.
• Underwrite assumptions and conduct testing to optimize returns including capital structure, debt and equity, asset plan, and legal and tax structure.
• Update investment models on historic and future cash flows to track forecast investment performance.
• Prepare hold and sell analysis providing reliable forecast investment returns to support key decisions.
• Conduct ad hoc financial analysis for the investment director as required.

Background and Experience

• Degree in real estate, business, finance, or a related discipline.
• 2 years of relevant real estate experience, preferably from a notable firm with a good understanding of real estate fundamentals.
• Experience running Argus and Excel models.
• Excellent presentation and reporting skills with ability to articulate and analyse data.
• Fluent in English, Cantonese, and Mandarin.

The Investment Analyst delivers thorough quantitative and qualitative analysis of potential private equity fund investments, monitors client portfolios, and prepares client reports and presentations for Associates, Vice Presidents, and Directors on small client and due diligence teams. Working closely with senior professionals across client and due diligence functions, this role shapes the accuracy and depth of fund evaluation that informs client-facing recommendations.

Operational Focus

• Analyse financial statements of private equity partnerships including portfolio company valuations and cash flows.
• Prepare client reports and presentations.
• Assist with special reporting, research, and due diligence projects on an ad hoc basis.
• Perform initial quantitative and qualitative review of potential private equity fund investments.
• Conduct in-depth quantitative analysis of potential private equity fund investments.

Skills and Qualifications

• Bachelor's degree in business, finance, economics, or a related field with a record of high academic achievement.
• 1-3 years of analytical experience in investment banking, consulting, audit, or investment management.
• Strong quantitative and analytical skills.
• Strong interpersonal, communication, and writing skills.
• Ability and desire to work in a collaborative environment with a strong interest in investments and capital markets.

Embedded within the investment credit team, the Investment Analyst develops detailed quantitative and qualitative credit analysis used to assess portfolio risk, recommend credit grades, and create board-level committee reports covering all obligors, originators, and financial institution business partners. Working closely with the Chief Investment Officer, Investment Department personnel, and the monthly ALCO, this role ensures daily credit and regulatory limit monitoring and timely post-purchase review across the investment portfolio.

Key Responsibilities

• Perform time-sensitive pre-purchase analysis on every credit-sensitive investment and provide timely approval or decline decisions to the Investment Department.
• Conduct post-purchase reviews and notify the Chief Investment Officer and Manager of any breach conditions.
• Monitor credit and regulatory limits daily and adjust for changes to investment portfolio composition as part of month-end close.
• Facilitate data gathering, validate accuracy, and perform analysis on all obligors, originators, servicers, and financial institution business partners to recommend a credit grade.
• Monitor macro- and micro-economic factors impacting collateral performance and recommend adjustments to credit grades, watch-listing of investments, and changes to Investment Action Plans.
• Report credit compliance to the monthly ALCO and manage ad hoc analysis on all non-credit union members at least twice per year.

Education and Experience

• Bachelor's degree in finance, economics, or accounting, or equivalent combination of education and experience.
• 1-2 years of related experience in the financial industry.
• Experience with hands-on quantitative data analysis, financial modeling, and understanding of bond structures and investments.
• Familiarity with reviewing balance sheets, financial statements, and stress testing methodologies.
• Advanced Excel knowledge including ability to work with Macros.
• Strong Word and SharePoint skills preferred.
• Strong critical thinking and analytical skills with excellent written and verbal communication skills.
• Detail-oriented with ability to prioritize and complete multiple projects independently and meet all deadlines.

Reporting to the Implementations team within PCG, the Investment Analyst interprets and codes client investment guidelines into BlackRock's Aladdin compliance platform, ensuring all applicable regulatory and portfolio-issued controls remain current and accurate. Partnering with teams across multiple geographies, functions, and business departments globally, this role enables the firm to maintain rigorous compliance standards and respond efficiently when clients update their investment guideline provisions.

Core Functions

• Interpret and analyse investment guidelines from Investment Management Agreements and implement required controls using compliance rules in BlackRock's Aladdin platform.
• Support the process through which clients may change investment guideline provisions over time based on preferences or market conditions.
• Craft new system rules, improve existing compliance coding, and investigate potential errors when needed.
• Maintain Legal and Compliance Restricted Lists and execute manual tests.
• Participate in efficiency and improvement initiatives and lead strategic projects and initiatives as required.

Technical Qualifications

• College degree in finance, IT, or a related field.
• Experience working in the investment management industry with knowledge of investment products strongly preferred.
• Knowledge of programming languages such as Visual Basic, C++, or Java, and understanding of relational database concepts including SQL is beneficial.
• Knowledge of financial instruments and markets.
• Experience with Aladdin suite or coding within compliance monitoring tools such as Sentinel or Charles River preferred.
• Strong Microsoft Office knowledge.
• Technical mindset with solid communication skills and strong multi-tasking ability.
• Ability to self-manage workloads, handle complexity, and work to deadlines in a highly challenging environment.

Sitting at the intersection of finance and environmental impact, the Investment Analyst builds and maintains Excel models covering Forest Resilience Bond projects and asset management investments, extracts quantitative insights, and writes concise memos to inform the Executive Team and Investment Committee on findings. Operating across the investment and finance teams at Blue Forest, this role drives continuous improvement in financial operations and supports the due diligence, deal structuring, and budgeting processes that enable the firm's conservation finance growth initiatives.

Primary Duties

• Build and maintain Excel models covering budgets, forecasts, scenario analysis, Forest Resilience Bond projects, and asset management investments.
• Extract and communicate insights by analysing quantitative information such as organisational spending, grant invoicing, and project costs.
• Review and analyse financial due diligence materials for transactions.
• Support investment team members on market research, investment due diligence, deal structuring, and negotiations.
• Write clear and concise memos to convey findings to internal audiences including the Executive Team and Investment Committee.
• Execute key portions of business processes including budgeting, fund portfolio management, and ongoing investment management.
• Drive continuous improvement and efficiency in financial operations and strategy.

Qualifications and Experience

• Bachelor's degree in finance, accounting, business, economics, or a related field preferred.
• 2 years of finance or investing experience.
• Experience with financial modeling including discounted cash flow and financial statements.
• Exposure to fixed income investments, private markets, nonprofit financial management, or forestry and climate finance is a plus.
• Strong Excel and data analysis skills.
• Clear written and verbal communication skills including distillation of complex quantitative information.
• Demonstrated interest in and commitment to environmental conservation and climate resilience.

A key member of the commercial real estate finance team, the Investment Analyst prepares analyses, presentations, and business development proposals while creating electronic and direct marketing campaigns for property sales and serving as liaison with clients, lenders, and government agencies. Collaborating across producers, clients, and internal stakeholders, this role enables well-branded, data-driven marketing materials and sound analytical recommendations for management review.

Accountabilities

• Analyse information to prepare various reports related to commercial real estate finance including market analysis and investment analysis.
• Generate, review, and use aggregate data from multiple sources to create complete analyses and recommendations.
• Prepare analyses, presentations, and proposals for new business development including graphics and illustrations.
• Create and produce electronic and direct marketing campaigns for sale of properties including comparable market analysis and targeted mailing lists.
• Review internal and external collateral materials, proofread content, ensure appropriate branding, and approve materials for final distribution.
• Assist in the coordination and implementation of strategic platform strategies and serve as liaison with clients, lenders, and government agencies.

Minimum Qualifications

• Bachelor's degree in a relevant field.
• 0-2 years of experience in real estate or finance preferred.
• Knowledge of financial terms, principles, and basic financial analysis.
• Working knowledge of Microsoft Office Suite including Word, PowerPoint, and Excel.
• Knowledge of ARGUS preferred.
• Strong organisational and analytical skills with excellent written and verbal communication skills.
• Ability to comprehend, analyse, and interpret documents and solve problems involving several options.

The Analyst Investment in Trust assets for Northrop Grumman, including over $30 billion in the DB pension plan. ITA is seeking an Investment Analyst. The Investment Analyst leads due diligence evaluation of potential managers and strategies for Northrop Grumman's ITA, gathering and synthesizing data for deliverables to senior investment staff and the Investment Committee while ensuring full ERISA and regulatory compliance across the trust. The work directly supports the oversight and enhancement of a $12 billion fixed income portfolio and the broader pension asset base through rigorous investment recommendation and operational coordination.

Strategic Initiatives

• Develop and maintain industry-leading knowledge of investment strategies, investment management firms, and capital market developments.
• Gather and synthesize data for deliverables to senior investment staff and the Investment Committee.
• Contribute to due diligence to evaluate potential managers and strategies and draft investment recommendations and binders.
• Assist the Operations team with managing administrators, custodians, and auditors.
• Coordinate with the head of Compliance to ensure trust compliance with ERISA and applicable regulations from the IRS, DOL, DOD, and Department of Treasury.
• Travel to meet with existing investment managers, conduct due diligence sessions, and attend industry conferences.

Professional Experience

• Bachelor's degree in business, economics, or a similar quantitative field with 6 years of relevant experience, or 4 years with a Master's degree.
• CFA Level I or higher required.
• Experience with pension, endowment, foundation, or other plan sponsor or consultant.
• Strong quantitative skills and well-developed written and verbal communication skills.
• High proficiency with Microsoft Office Suite including Excel, Word, and PowerPoint.
• High attention to detail with ability to manage multiple projects as a self-starter.

Reporting to the Motors Holding investment leadership, the Investment Analyst coordinates and executes strategic GM-funded investments in individual dealer companies by preparing Investment Committee proposals, projecting financial funding activity, and collaborating with the field team on dealership accounting and internal controls standards. Partnering with field teams, subsidiary organisations, and financial staff, this role enables accurate disbursement coordination and rigorous financial oversight across the Motors Holding Investment Plan portfolio.

Scope of Work

• Assist field and financial staff in preparing and reviewing Investment Committee proposals.
• Recap and project financial funding receipts and disbursement activity of the investment portfolio.
• Coordinate disbursement of funds as approved by the Motors Holding Investment Committee.
• Collaborate with the field team on establishing dealership accounting and internal controls standards.
• Review annual CPA certified audit reports and interim CPA accounting reviews.
• Assist in month-end financial close responsibilities and coordinate with subsidiary organisation to monitor and monetise financial and administrative affairs of sold dealerships.

Background and Experience

• Four-year college degree in business, marketing, or a related field.
• CPA or MBA preferred with automotive experience a plus.
• Strong knowledge of dealership operations, financial statements, and dealer performance analyses.
• Accounting or finance background including balance sheet and P and L experience.
• Dealership field contact experience in sales, CC and A, or network management.
• Strong communication skills and demonstrated business acumen.

Investment Analyst manages the full investment manager due diligence and monitoring cycle for retirement plans across multiple custodians, maintaining the approved manager list, creating on-watch write-ups, and researching less-utilised asset classes to improve portfolio returns. Success in the position means maintaining direct relationships with external investment professionals and delivering well-grounded, timely updates to the Investment Committee that support sound manager selection and retention decisions.

Day-to-Day Responsibilities

• Conduct due diligence meetings with external investment firms and maintain direct relationships with professionals at those firms.
• Create investment menus for retirement plans across multiple custodians.
• Provide manager-specific updates at Investment Committee meetings and maintain the approved manager list.
• Monitor approved investment manager performance and identify potential performance issues and lowest cost investment options.
• Maintain on-watch lists and create detailed write-ups of managers failing to meet minimum acceptable performance criteria.
• Research less utilised asset classes such as convertible bonds or commodities and identify strategically attractive asset classes to improve portfolio returns.

Required Qualifications

• Bachelor's degree in finance or economics from an accredited college or university.
• CFA preferred or interest in achieving the designation.
• 2-5 years of investment industry experience.
• Understanding of modern portfolio theory and efficient frontier concepts.
• Detailed knowledge of investment products including individual securities, mutual funds, ETFs, index funds, and separate accounts.
• Proficiency with Excel and statistical analyses.
• Prior experience with Morningstar and Tamarac is a plus.
• Strong writing and presentation skills with familiarity with alternative investments and their role in a diversified portfolio.