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Provides analytical and technical support across investment management, reporting, performance measurement, and risk management. Assists day-to-day operations including monitoring investment managers, reviewing portfolio return and risk attribution, supporting manager searches, and ensuring compliance with board-approved investment policies and guidelines. Coordinates asset allocation studies with pension investment consultants and prepares monthly portfolio reports, reconciliations, and materials for Investment Committee meetings. Requires education in economics, finance, or related fields plus relevant institutional investment experience or an MBA, with strong analytical and risk-focused skills.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/investment-analyst-job-description-responsibilities-qualifications/259384/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/investment-analyst-job-description-responsibilities-qualifications/259384.png","ImageObject",442,249,{"name":88,"@type":89},"Riley West","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What are the main responsibilities of the Investment Analyst?","Question",{"text":109,"@type":110},"The analyst supports investment management by monitoring managers, reviewing portfolio return and risk, ensuring compliance with investment policies, preparing reports, and assisting with investment committee materials and research requests.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What qualifications are required for this role?",{"text":114,"@type":110},"Candidates must have a bachelor’s degree in economics, accounting, finance, business, or a related field and either two years of relevant institutional investment experience or a Master’s in Business Administration.",{"name":116,"@type":107,"acceptedAnswer":117},"What skills and knowledge are emphasized in the position description?",{"text":118,"@type":110},"The description highlights investment concepts (including asset allocation and performance measurement), modern portfolio theory, analytical and statistical methods, financial data tools, and the ability to evaluate risk and performance accurately while communicating clearly in English.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},259384,1790989423,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},1099523885074,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","| DEPARTMENT: | Investments | REPORTS TO: | Director of Investments |\n| --- | --- | --- | --- |\n| TITLE CODE: | 8024MR | DATE: | 01/27/11 |\n| POSITION CODE: | R01904774, R1505756, R1803703, R2109006 | ADMINISTRATIVE REVISION: | 03/28/2019, 08/15/2023, 9/26/2024, 10/15/2024 |\n\nJob Summary  \nUnder the direction of the Director of Investments, this Investment Analyst position will provide analytical and technical support to the Investments Division in the areas of investment management, investment reporting, performance measurement, risk management, special projects and studies; performs related duties as required.  \nDistinguishing Characteristics  \nThe Investment Analyst position reports directly to the Director of Investments and is expected to uphold the highest standards of integrity, accountability, professionalism, customer service, and excellence.  \nRoles and Responsibilities  \nThe Investment Analyst assists the Investments Team in the day-to-day operations within the Investment Department; tracks investment activities, ensures necessary transactions are completed as required, and identifies potential areas of concern. These include but are not limited to the following:  \n􀂾 Provide technical assistance to the members of the Investments team in administering the longterm investment policy, strategic objectives, portfolio guidelines and manager selection.  \n􀂾 Regularly monitor the investment managers to assess performance, risk and return and evaluate any strategy modification.  \n􀂾 Review portfolios to assess return and risk attribution and prepare reports, as required.  \n􀂾 Assist in the search process of investment managers, as required.  \n􀂾 Monitor compliance to Board-approved investment policies, strategies, and portfolio guidelines.  \n􀂾 Assist the Investments Team in working with pension investment consultants to coordinate asset allocation studies and integrate results into the long-term investment strategy.  \n􀂾 Monitor portfolios of marketable and non-marketable securities to assess and maintain current valuation in custodian statements.  \n􀂾 Research and maintain history of capital calls, distributions and returns of capital and prepare summary reports.  \n􀂾 Receive and file reconciliation statements and compliance reports from investment managers for assigned portfolios.  \n􀂾 Monitor investment performance relative to expected return and risk, ensure compliance consistent with investment policies, strategies and guidelines, and report significant changes and/or discrepancies.  \n􀂾 Assist the Investments Team in preparing materials for Investment Committee meetings.  \n􀂾 Assist in the research and data collection required to fulfill information requests.  \n􀂾 Provide timely monthly portfolio reports and verify the accuracy of investment manager invoices.  \n􀂾 Support and monitor the investment manager due diligence CRM database.  \n􀂾 Support internal risk management systems, preparing reports as required.  \n􀂾 Complete various surveys on behalf of the Investments Department.  \nMinimum Qualifications  \nEducation and/or Experience  \nGraduation from an accredited university or college with a Bachelor’s Degree in Economics, Accounting, Finance, Business or a related field.  \nAND  \nTwo years of relevant investment experience in an institutional setting such as a pension plan, foundation, endowment, consultant, or an asset management firm OR a Master’s Degree in Business Administration.  \nSpecial Notes, Licenses or Requirements  \n􀂾 A valid driver’s license or the ability to arrange necessary and timely transportation for field travel.  \n􀂾 The use of a personal vehicle may be required.  \n􀂾 A complete background investigation is required; a felony or misdemeanor conviction may be cause for disqualification.  \nHighly Desirable  \n􀂾 Master’s Degree in Business Administration.  \n􀂾 Chartered Financial Analyst (CFA) designation.  \n􀂾 Experience with Bloomberg and CRM systems.  \n􀂾 Experience with performance analytics and investment risk mana","cbCaigBiiYmqe7mN","https://ap.wps.com/l/cbCaigBiiYmqe7mN","pdf",212115,"English","# Job Summary\n## Roles and Responsibilities\n## Minimum Qualifications\n## Knowledge/Skills/Abilities","[{\"question\":\"What are the main responsibilities of the Investment Analyst?\",\"answer\":\"The analyst supports investment management by monitoring managers, reviewing portfolio return and risk, ensuring compliance with investment policies, preparing reports, and assisting with investment committee materials and research requests.\"},{\"question\":\"What qualifications are required for this role?\",\"answer\":\"Candidates must have a bachelor’s degree in economics, accounting, finance, business, or a related field and either two years of relevant institutional investment experience or a Master’s in Business Administration.\"},{\"question\":\"What skills and knowledge are emphasized in the position description?\",\"answer\":\"The description highlights investment concepts (including asset allocation and performance measurement), modern portfolio theory, analytical and statistical methods, financial data tools, and the ability to evaluate risk and performance accurately while communicating clearly in English.\"}]","Investment Analyst Job Description - Responsibilities, Qualifications | PDF",1789332215]