Investment Analyst

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New Haven, CT
Apr 24, 2020

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Job Description

Overview

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

The Treasury Department, a department of the Yale New Haven Health System, is responsible for the prudent investment of the investable assets of the System as directed by the System's Investment Committee of the Board of Trustees. As of October 2019, assets under management totaled in excess of $3.0 billion including ERISA and operating portfolios. The Investment Analyst is a member of the team responsible for identifying, researching, evaluating, and selecting investment managers to manage portions of the System's investment portfolios and contributing to the development and implementation of strategy for those portfolios. To meet that responsibility, the Analyst is responsible for the daily operations of the investment portfolios including calculating and validating investment performance, communicating with various external partners and coordinating the development and production of materials for the System's Board Committees.

EEO/AA/Disability/Veteran

Responsibilities

  • 1. Reporting to and in conjunction with the Associate Treasurer for Investments
  • 2. Calculate and validate investment performance of managers, asset classes and total portfolios on a monthly basis
  • 3. Perform the regular investment rebalancing process to ensure adherence to portfolios' asset allocation targets
  • 4. Communicate with the System's custodian, consultant, investment managers and other partners to ensure smooth operation of the System's investment portfolios
  • 5. Conduct operational due diligence of external providers
  • 6. Coordinate the opening of new custodial and manager investment accounts
  • 7. Manage the wire transfer process across investment managers and custodian to ensure timely processing of capital calls, fee payments, and rebalancing transactions
  • 8. Manager the creation and production of investment-related materials and reports
  • 9. Assist in the manager research process by supporting the investment team in their identification and monitoring of investment managers
  • 10. Participate in the annual audit and tax filing process by liaising with the Corporate Finance and Tax Departments to obtain relevant data from investment managers and custodian
  • 11. Maintain proper documentation of the investment decision-making process and substantiation for transactions and hiring/termination of managers and vendors

Qualifications

EDUCATION

 

Bachelor's degree preferred, focus on hard sciences (i.e., mathematics, finance, computer science, physics) preferred but any discipline will be considered. Equivalent relevant experience and progress towards a degree/associate?s degree will be considered.

 

EXPERIENCE

 

Two to seven years of experience working in the investment function of an investment management firm, foundation/endowment, pension plan, or investment advisory firm preferred. Other relevant buy-side investment experience will be considered as well as any other relevant analytical, reporting, and/or accounting experience.

 

LICENSURE

 

Willingness to study towards obtaining investment qualification (i.e., CFA, CAIA, FSA, FRM, CIPM) with a preference for obtaining the Investment Foundations from CFA Institute within two years.

 

SPECIAL SKILLS

 

The Investment Analyst will have excellent communication, interpersonal and organizational skills. He/she will have a demonstrated knowledge of economics, finance, accounting, capital markets and investment markets. A qualified candidate will be a disciplined thinker with strong conceptual abilities, will be articulate and skilled at presenting and defending his/her ideas, and will have strong business writing skills.

 

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Job Info

Job: 17869

Department: Treasury
Category: FINANCE
Sub Category: ADMIN PROF
Status: Full Time Benefits Eligible
Shift: D
Hours: 40

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