Good understanding of finance and accounting methods
Demonstrated ability to work with numbers while maintaining a high level of accuracy
Excellent written and verbal communication skills
Ability to work under time constraints
Strong organizational skills
A valid motor vehicle operator’s license and acceptable driving record required
Responsibilities
Utilize various investment software (MS Office, eVestment, Bloomberg) and spreadsheets to assist in monitoring investment manager compliance and performance.
Maintain various database software and spreadsheets to assist in monitoring investment manager compliance and performance. Generate reports as requested.
Create Standard Operating Procedures for the investment department.
Assist investment team in writing formal research on investment managers.
Prepare for and attend investment manager meetings as requested. Learn about various institutional investment strategies through interviews and interactions with investment managers.
Maintain investment manager imaging system
Desired Qualifications
Engaged member of Student Finance Association (SFA) preferred
Commitment and passion for investments and financial markets
Knowledge of spreadsheet and database applications, specifically Microsoft Excel