Student Investment Analyst

Student Investment Analyst

Under the direction of the Director, Investment Strategies, the Student Investment Analyst will work closely with Investment Analysts to support existing investment processes as well as various team-directed research projects. Conducts asset-class and market research, asset allocation analysis, manager selection diligence and performance analysis, portfolio management activity and peer benchmarking. This role is immersed as a member of the investment team and will work on projects that are considered important to the ongoing success of the investment portfolio.

Essential Duties And Responsibilities

1. Helps conduct in-depth asset class analysis and reviews of go-forward opportunity sets.

2. Conducts research and analytical projects as determined by the CIO and Director of Investments.

3. Assists the Investment Analysts on researching priorities of the investment team.

4. Assist in various data aggregation and analysis involved in the ongoing monitoring of the investment portfolio across asset classes.

5. 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.

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

7. Participates in Ad hoc team projects with various relationship management databases and performance / portfolio management software systems such as eVestment, LP Analyst and Bloomberg.

8. Works collaboratively with team measured in part by team feedback on quantity and quality of work, proactivity in asking questions and following through

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

Education, Experience And Qualifications

• Must be enrolled in a four-year undergraduate BA / BS program.
• Must be rising senior, graduating in the following summer.

Knowledge, Skills And Abilities (KSA)

Licenses, Certifications And Registrations

Physical Requirements / Working Conditions Environment

The physical demands and working environment described here are representative of those that an employee encounters and must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodation will be made in compliance with all 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!