Job DescriptionThe Transwestern companies together comprise a privately held, diversified real estate services, investment management and development organization.
The Investment Associate will work with the Chief Investment Officer and the Investments team in managing a sophisticated institutional portfolio, spanning all asset classes in both the public and private markets, and will be responsible for supporting the Office of Investments in a broad range of activities. Responsibilities include evaluating and monitoring a broad range of fund managers, including traditional equity and fixed-income funds, hedge funds and private investments, involvement in all steps of the investment review and decision-making process, and preparing written recommendations and presentations following rigorous investment and operational due diligence to the internal staff and Investment committee. The Investment Associate will contribute to the ongoing refinement of strategic and tactical asset allocation framework and implementation of public and private portfolios, including exposure and risk analysis; assist in preparing monthly, quarterly, and annual performance reports for Investment Committee and Board of Trustees meetings; and coordinate with the University's Finance department, custodian, and external consultant to complete the annual audit and assist with stock sales and reconciliation of cash flows. The Investment Associate will complete annual surveys and other external requests for information and ensure proper documentation of pipeline of investment opportunities, Investment Committee minutes, meeting notes, and legal documentation for institutional memory. Additional responsibilities include representing the University at conferences, meetings, and the investment community at large, as well as mentoring and managing those in the Investment Analyst program by working with them on various projects.
New York, NY, US
48 minutes ago
Rockville, MD, US
55 minutes ago