Fwd: [NCYIjobs] Fw: [YUnetworking] Portfolio Analyst – Dartmouth College tzvika77@hotmail -------- Forwarded Message -------- Subject: [NCYIjobs] Fw: [YUnetworking] Portfolio Analyst – Dartmouth College Date: Wed, 24 Dec 2014 22:54:53 +0000 (UTC) From: NCYIjobs ncyijobs@yahoo [NCYIjobs] Reply-To: NCYIjobs@yahoogroups To: NCYIjobs@yahoogroups From: YU Career Network Yeshiva University Wall Street Jobs Group Portfolio Analyst – Dartmouth College Department: Investment Office Category: Exempt Reports to: Director of Investment Operations Date: December 2014 Position Purpose Provide advanced portfolio analysis and investment performance reporting in order to assist in the ongoing management of Dartmouths $4.5 billion endowment portfolio. This position is an intermediate level position in the Investment Office and will provide exposure to all asset classes and strategies in the portfolio. Duties include preparing performance and analytic reports, maintaining and enhancing risk, liquidity, and exposure models, working closely with Dartmouths custodian bank and other software providers, and serving as a resource to the entire team. The position requires advanced knowledge of quantitative methods of investment performance analysis. Position is best suited to a self-starter who is intellectually curious and comfortable working on a small, collaborative team. Key Accountabilities Quantitative and Qualitative Measurement and Assessment · Prepares and reviews monthly portfolio reporting across all investment pools including investment performance, asset allocation, exposures, attribution, liquidity, and investment and cash flow pro-forma analyses. · Evaluates reporting results for reasonableness to ensure accuracy of the data. · Oversees internal models, databases and analytical tools used to monitor portfolio performance, exposures, cash flows and liquidity using data from Dartmouth’s custodian bank, investment managers, on-line databases and other reference sources. · Communicates directly with all team members in two office locations to assess reporting and investigate questions. · Works with the Director of Investment Operations and operations team members to ensure record keeping, reporting and analysis is reflected accurately in the respective repositories. · Provides recommendations for new processes, analysis and approaches that will enhance the overall effectiveness and accuracy of investment reporting and analysis including but not limited to the following: o Weekly and monthly reconciliations o Automated feeds or integration of systems where possible o Streamlining of workflow o Quality reviews · Coordinates the dissemination and collection of surveys and compiles responses from peer institutions. · May work on other portfolio level projects/analysis over time. · Serves as a mentor to more junior analysts who join the staff over time. · Ensures security and confidentiality of sensitive information and material. · Performs other duties as assigned. Position Requirements Skills & Knowledge · Advanced analytical skills with investment performance standards · Expertise in Microsoft Excel and PowerPoint. · Knowledge of general investment principles and characteristics of various asset classes, including private equity and hedge funds. · Ability to multi-task and set priorities and meet deadlines. · Creative ability to pursue improvement in the analytical tools currently in use. · Ability to independently gather relevant information and data. · Excellent communication skills. · Commitment to diversity and to serving the needs of a diverse population. · Ability to maintain confidentiality. Minimum Experience · Three - five years of experience in an investment performance role · Experience analyzing and interpreting data and making fact-based recommendations. · Experience with institutional investments a plus. · Minimum Education · Bachelor’s degree. · Progress toward Chartered Financial Analyst (CFA) designation or Certificate in Investment Performance Measurement (CIPM) desirable To Apply: contact Heather Huff at [email protected] TERMS AND CONDITIONS - Yeshiva University Wall Street Jobs Group: The Yeshiva University Career Center acts only as a referral service. We make no recommendations or guarantees about the positions and employers listed. In addition, the Center is not responsible for safety, wages, working conditions, or any other aspects of off-campus employment. Job seekers are urged to perform due diligence in researching employers when applying for positions. All hiring and compensation for work performed by employees is handled directly between the individual and the employer. The Center does not perform background checks on individuals applying for jobs, nor on employers, recruiters, or staffing agencies posting job opportunities. All jobs are posted at the discretion of the Center, and we reserve the right to refuse to post jobs that do not support the interests of the University. Internship and full-time job listings for current Yeshiva University students and recent graduates should be submitted through the Career Center’s online database, YU CareerLink. Please visit ift.tt/1m3NYUL to list opportunities. __._,_.___ Posted by: NCYIjobs Reply via web post • Reply to sender • Reply to group • Start a New Topic • Messages in this topic (1) Visit Your Group • Privacy • Unsubscribe • Terms of Use . __,_._,___
Posted on: Fri, 26 Dec 2014 17:52:10 +0000
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