Description

• Read, understand, and progressively contribute to investment strategy, legal document and account paperwork review and completion with increasing understanding and contribution.
  
• Assist with gathering, reconciling, and reporting information used in overseeing external manager relationships.  Duties will include daily monitoring of assigned managers and assisting with due diligence meetings and assisting in writing reports to document current thoughts about each manager.
  
• Assist in documenting the manager hiring and termination process for assigned assets to comply with MOSERS governance policies.
  
• Assist in asset class meetings to inform the group about current market conditions, current positioning, manager performance, compliance and ad hoc research projects.
  
• Produce research on markets, asset class and sub-asset class allocations for use in investment decision making.
  
• Assists in identifying and monitoring strategic value-added investment opportunities. 
  
• Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems.
  
• Develop and run reports in investment statistical software systems for use by the team in the investment decision making process.

Requirements

• Bachelor’s degree in business administration, economics, finance, or closely related field. Master’s degree is strongly preferred.
• Prefer at least 4 years institutional investment experience, but will consider candidates with less experience.
• Experience working with multiple illiquid asset classes is preferred.
• Chartered Financial Analyst (CFA) designation or Chartered Alternative Investment Analyst (CAIA) designation or progress towards the designation(s) is preferred.
• Requires ability to interpret statistical data and investment markets.
• Strong analytical and data analysis skills are preferred.
• Strong computer skills and a sound working knowledge of Microsoft Excel.
• Excellent communication skills both written and verbal.
• Ability to maintain confidentiality.
• Ability to demonstrate integrity and high degree of ethics.
• Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other contacts.
• Dedication to the task at hand and strive to exceed expectations.