Reporting to the Managing Director of Private Markets or the Managing Director of Public Markets, the Director, Investment Analysis is responsible for researching and preparing proposals for strategy considerations within the marketable and/or non-marketable segments of long term assets.
Provides backup for the Managing Director of Private Markets or Managing Director of Public Markets, meets with investment managers and presents hiring recommendations and monitors the management of a $5.9 billion endowment. Conducts asset allocation studies and Monte Carlo simulations, as requested. Participates with the investment team in the formation of risk and return assumptions. Researches and presents risk characteristics of marketable and/or non-marketable portfolio at monthly investment meetings. Develops recommendations for new investment programs and presents to the Investment Committee of the Board of Trustees.
Works closely with the Director of Investment Risk Analysis to ensure the desired level of risk is maintained in the portfolios. Performs qualitative and quantitative research on investment strategies and underlying managers. Analyzes present investments and managers for possible modifications as investment choices. Conducts global research with an emphasis on current research priorities. Participates in maintaining and populating an internal database of promising prospective investment managers for each strategy. Updates organization on significant developments. Reviews and negotiates contracts. Performs and maintains appropriate records and files on quantitative and fundamental analysis performed externally and internally. Adjusts funding levels as appropriate.
Provides mentoring to analyst(s) performing Investment Analysis. Participates in the creation and development of a relationship with the Goizueta Business School through summer internship and other scholastic programs. Performs related responsibilities as required.
A bachelor's degree in business or a related field and six years of capital market or investment management experience, or an equivalent combination of education, training and experience. CFA designation preferred. Knowledge of investment management software tools desirable. A master's degree is preferred.
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