Sr. Analyst, Investment Management Reporting & Analysis - (US-OH-Columbus)
Sr. Analyst, Investment Management Reporting & Analysis - (US-OH-Columbus)
Compensation: $60K - $89K / Year
Min Education: Bachelors
Job Type: Full Time
Jobcode: 10840NJA
Experience Required : 3 - 5 years
Degree Required : 4 Year Degree
PAID RELOCATION AVAILABLE
JOB SUMMARY: This position assists in the establishment of an ongoing business process, approach, and discipline to management reporting and analysis. Areas of reporting accountability include Enterprise Portfolio Management, Portfolio Risk Management, Fixed Income Investments, Real Estate Investments, Investment Operations, Investment Information Technology, and Third Party asset management. It is responsible for effective information retrieval, interpretation, analysis, and communication of investment performance, portfolio attributes, risk measures and other investment related information relevant to Boards of Directors, Business Partners, Rating Agencies and other (internal and external) constituents.
Job Duties and Responsibilities:
1. Oversees the development, coordination and preparation of key management reporting information including Investment Highlights to the Boards of Directors, Investment reviews and analytics with key business partners and stakeholders, special ad-hoc analysis, key leading or performance indicators, etc.
2. Oversees the development, coordination and preparation of investment forecasting information including economic assumptions, asset spreads, asset allocation, and others used to formulate strategic plans and facilitate tactical decisions.
3. Leads the development of internal investment analysis and analytical projects from inception to conclusion often resulting from business partner, Board, or internal management inquiries and questions, reviewing and ensuring the accuracy of results prior to presentation.
4. Produces reports on general economic trends, industries, individual corporations and other items as appropriate to assist in the strategic direction.
5. Provides insight into actionable information that can be used to drive results and/or provide early warning for risk mitigation.
6. Analyzes results to uncover hidden meanings and insights for utilization in future strategies.
7. Provides direction and expertise into the development of technical solutions to business reporting and analysis needs and interacts with the technology team to develop long term, technical solutions that can be integrated into the common information management architecture of the office of Investments.
Education: Undergraduate degree in economics, mathematics, finance, statistics or Business Administration. MBA, CFA preferred.
Experience: Five years (or more) of relevant experience in investment reporting, quantitative analysis, and process / customer management.
Knowledge: Advanced knowledge of Fixed income investment securities, strategies, and products. Established understanding of quantitative analysis, performance measurement and reporting methodologies. Must be Adept in business, finance, technology, and economic theory. Knowledge of life, retirement savings, and/or insurance products is a plus.
Email resume in Word to jeffaltman@cisny.com. Please include the job code for the position with your resume.
NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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New York, NY 10016
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