Investment advisor Jobs in San Bernardino, CA

JOB DESCRIPTION

• Please note : This role will be based in our Irvine, CA office.

Under the administrative and technical direction of the Director Investment Strategies, the Investment Analyst performs analytical tasks on behalf of the San Manuel Band of Mission Indians investment portfolios and assists in analyzing investment managers and portfolios.

The Investment Analyst assists in the administration and analysis of investment portfolios managed by external investment managers. This position also develops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies. The Investment Analyst is the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research.

Essential Duties & Responsibilities

1. Assists in monitoring external public and private asset managers for investment performance, attribution, risk and opportunity set research; statistically compare investment managers on various metrics.

2. Assists in the research and analytics for quarterly Investment Strategies performance reports and prepares materials for monthly Investment Board meetings.

3. Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers.

4. Assists in monitoring capital markets, creates asset class and market dashboards, and maintains knowledge of current market trends and practices.

5. Assist the CIO, Director, and / or Principal of Investments with research and analytical projects.

6. Performs other duties as assigned to support the efficient operation of the department.

Education / Experience / Qualifications

Bachelors degree is required.

Minimum of one year assisting in the administration and management of an institutional investment portfolio is preferred.

Related, relevant, and / or direct experience may be considered in lieu of minimum educational requirements indicated above.

Demonstrated interest in investing and global markets, economics, and investment management.

Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories.

Strong research and problem-solving skills essential.

Strong demonstrated written and oral communication skills.

Strong computer skills, including the Microsofts Office Suite (Excel, PowerPoint, and Word) required.

Strong ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred.

Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors is required.

Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements preferred.

Ability to work proactively in a time-sensitive environment, and handle confidential material is required.

Must have strong written and oral communications, including research and problem-solving skills.

Proficient in handling multiple tasks simultaneously.

Certificates / Licenses / Registrations

At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license.

As a condition of employment with the San Manuel Band of Mission Indians Investment Strategies Department, incumbents are required to undergo and successfully pass pre-employment and annual post-employment background investigation including, but not limited to, Live-Scan fingerprinting, drug screening and criminal history background check.

Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred.

San Manuel Band of Mission Indians will make reasonable accommodations in compliance with applicable law.

As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today!