Location
4175
Employment Status
Full Time
Shift
Days
Department
Economic Development
Beginning Pay Rate
DOE

Investment Analyst

 

JOB DESCRIPTION:

The Investment Analyst monitors, collects, analyzes, interprets, and evaluates financial, investment, and economic data. Evaluates potential investment opportunities, and interprets and evaluates the investment positions managed by outsourced firms. 

Primary Duties, Responsibilities and Tasks:

  • Monitors Tribal investments to ensure all compliance regulations are met.
  • Monitors, collects and interprets financial market data (stocks, bonds, economic indicators, etc.), private equity and debt, credit, real estate, and alternative investments including hedge funds.
  • Uses understanding of financial information (e.g., company results, profit and loss, balance sheet and cash flow statements, financial modeling and projection, etc.) to analyze and report on investment positioning.
  • Stays abreast of market developments, new investment products, movements in the economies of relevant countries, etc. Monitors the financial news using specialist media sources (e.g., FRED data, Bloomberg, NAREIT, etc).
  • Assists in the preparation of detailed monthly and quarterly reports summarizing asset allocation, and monthly, year to date, and long-term historical performance of all investments.
  • Interprets, drafts and writes research reports for executive leadership and for use with internal and external committees. Prepares presentations as required.
  • With the help of investment assistants, responsible for monitoring investment trading and various settlement activity, including maintaining an accurate Advent (portfolio management) database of publicly traded positions and limited partnership transactions via third-party managers.
  • Performs other duties as assigned.

JOB REQUIREMENTS:

Education Requirement: 

  • Bachelor’s Degree in Business Administration, Economics, Finance or related discipline.
  • Interest toward Chartered Financial Analyst (CFA) designation preferred

Experience Requirement:

  • Minimum of three years of experience in investment management.

Additional Requirements:

  • Strong understanding of financial statements and economic data, and relevant political events and global landscape.
  • Experience with the effects of data and economic trends on investments and positioning of investments.
  • Able to examine and interpret data from various sources and understand the impact it will have for investment decision making.
  • Advanced analytical skills
  • Advanced knowledge of applicable laws, regulations, rules, procedures, and administration.
  • Proficiency in computers, including various investment analytics programs (e.g., Factset, Informa, Bloomberg, Datastream), Microsoft Office applications, e-mail, and Internet.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal skills with demonstrated patience and tact.
  • Exceptional detail and follow-up skills.
  • Ability to effectively establish priorities and meet deadlines.
  • Must apply for, receive, and maintain a Gaming License from the Tribal Gaming Agency.
  • Native American hiring preference applies.