Position Purpose

Key Accountabilities

• Analyses for current and prospective managers for the PBUCC for traditional and alternatives assets.
• Market research to track valuations for various market sectors and asset classes.
• Research investment ideas to enhance asset allocation shifts and performance.
• Assist with performance analytics and operational issues (reports to members, assist with investment advisory contracts and vendor services).
• Assist in preparation of board materials in advance of board meetings and at other times when appropriate.
• Assist with financial writing and presentations including News & Views (employee and annuitant versions), quarterly communications, and annual reports for the PBUCC, economic and financial market analyses, ad hoc presentations, website articles and updates.

Key Challenges

• Managing large amounts of information while maintaining focus on a variety of disparate tasks.
• Maintaining a high and growing knowledge of economic, financial and market related developments, and underlying managers.

Background/Experience Required

• 4-6 years of relevant experience
• CFA candidate
• Demonstrated analytical skills
• Highly organized
• Ability to communicate to numerous stakeholders
• Excellent PowerPoint, Excel, writing, and presentation skills
• Displays a team-based and cooperative attitude
• Interest and background in advancing principles of sustainable investing (Faith and Finance initiative at PBUCC)
• Passion for investing and a strong desire to develop investment skills and judgment

• Analyst will work within a structure along with senior portfolio manager (deputy CIO), CIO and support staff, and be highly involved and engaged in providing data and analysis to make decisions on current and prospective managers and asset classes for the PBUCC investment programs.