Investment Portfolio Analyst - #1410891

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Our patients are our number one priority! We're committed to giving children back their childhood!

Job Posting Title

Investment Portfolio Analyst

Location:

Dallas - Hospital

Additional Posting Details

Monday - Friday

8:00am to 4:30pm

Job Description

Prepare investment analysis at an underlying mandate or fund level, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. The position has broad exposure to the workings of an institutional investment office. Finance or related degree with five years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required. A commitment to humility, excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.

Position Summary

• Conduct extensive data gathering, documentation, and reporting on investment holdings, including public and private equity, private credit, and hedge funds.
• Prepare private investment analysis at an investment fund and mandate level, including liquidity, exposures, benchmark comparisons (including peers), and related guideline analysis.
• Prepare fund exposure analyses and risk decomposition for the monitoring and management of the various investment funds and mandates.
• Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
• Monitor and prepare investment fund and mandate guideline compliance analysis.
• Participate in manager due diligence on current and prospective investment managers by preparing quantitative and qualitative analyses of managers.
• Participate in manager searches by preparing quantitative and qualitative analyses of prospective managers.
• Support in preparing investment and analytic materials for Investment Committee meetings.
• Prepare special analysis, ad hoc reporting and other duties as assigned. SRC reserves the right to revise or change job duties as business requirement dictate.
  
  

Required Skills/Abilities

• Bachelor’s degree with five years of directly related experience. Bachelor’s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience. The experience should be in an institutional investment office such as an endowment, foundation, or pension plan.
• Strong background in investment analysis, portfolio analysis, and performance measurement methodologies.
• Working knowledge of Zephyr/PSN, Evest, Wilshire Compass or other portfolio optimization software
• Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data and summarize complex sets of financial information.
• Ability to manage and prioritize multiple projects and deliver results within deadlines.
• Ability to work both autonomously and collaboratively
• Commitment to integrity and desire to work for a mission-driven non-profit organization
• Ability to think critically, relentless life-long learner, sense of intellectual curiosity, humor, and humility.
  
  

At Scottish Rite for Children, we work together with the common goal of helping give children back their childhood. Scottish Rite is a unique place to work because we believe in a collaborative approach, utilizing the care and expertise from all departments. We are always looking for caring, energetic individuals to join our team. We currently have locations in Dallas and Frisco and is an equal opportunity employer.

For questions, contact [email protected].