Summary: The Senior Investment Analyst provides research and support for investment and strategy decisions within the Investment team. Responsible for assisting with account management, including manager research, risk management, trade support, client communication, performance reporting, quarterly market commentary and asset allocation. This position also assists in the due diligence, risk management and on-going monitoring of current and prospective investment managers. Verger currently manages two different portfolio strategies: (1) Verger Capital Fund (VCF): a broadly diversified, multi-manager portfolio which includes significant allocations to “alternative” assets (e.g., hedge funds, private equity, venture capital, real estate, energy & natural resources, etc.); and (2) Verger Separate Accounts (VSAs): customized portfolios that utilize more liquid strategies (i.e. ETFs).
Maintains and improves performance reports and exposure reports for portfolio for internal and external use.
Implements and communicates updates or enhancements to portfolio management applications and portfolio performance reports.
Actively participates in manager research for existing and prospective fund managers, including investment strategies such as hedge funds, private equity, venture capital, and real estate.
Performs due diligence on current and prospective fund managers by utilizing qualitative and quantitative analysis.
Actively involved with trading in the Verger Separate Accounts (primarily ETFs).
Actively involved with our hedge overlay account (primarily derivative positions), including monitoring and reporting of positions, notional exposures, and monetization.
Evaluates prior fund managers to track manager selection success rates.
Provides updates and insights regarding the portfolios and specific accounts (i.e. asset allocation, portfolio construction, and manager research).
Contributes to the team’s network of manager relationships.
On-going production and distribution of a market dashboard, which summarizes key economic, market, and/or their relationship to key portfolio exposures and risk factors.
Assists with monitoring and reporting of portfolio (i.e. performance measurement and analysis, portfolio exposures, and risk factors).
Manages the firm’s analytics tools.
Creates financial models that answer key strategic initiatives and provides concise results.
Generates materials and presentations for Board members and senior level executives and administrators.
Provides leadership to the internship program, as well as working across other teams (i.e. business development, communications, compliance, technology and operations).
Required Education, Knowledge, Skills, Abilities:
Bachelor of Arts degree in Accounting, Finance or Business, plus three to five years of experience in financial risk analysis and portfolio management, or an equivalent combination of education and experience.
Excellent quantitative and analytical abilities.
Ability to analyze investment data and implement investment management strategies.
Knowledge of capital markets and a wide array of asset classes.
Accuracy and attention to detail in investment management, reporting and performance management, and portfolio analysis.
Strong interpersonal and communication skills, both oral and written.
Ability to work independently as well as a contributing member of a team.
Ability to design detailed studies and analyses to support decision making in the areas of asset allocation and investment repositioning.
Professionally mature and confident with the ability to engage well with both internal and external partners.
Ability to manage multiple tasks under pressure. Demonstrating sound judgment and discretion in a potentially stressful environment.
Proficiency in technical and computer skills (i.e. MS Office, Word, Excel, PowerPoint, and database management), and the ability to learn other software programs as needed.
Ability to travel and the ability to meet the requirements of the University’s automobile insurance.
Proficiency in analytical software (i.e. eVestment, PerTrac, Risk Plus, Bloomberg, and Client Management Systems).
One to three years of experience with alternative investments.
Responsible for own work.
Note: This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.
In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.
Wake Forest seeks to recruit and retain a diverse workforce, and encourages qualified candidates across all group demographics to apply.
Offering the personal attention of a small liberal arts college, coupled with the breadth and global relevancy of a leading research institution, Wake Forest claims the distinction of being the nation's premier collegiate university. Wake Forest is consistently ranked among the top 30 universities in the nation. Our mission is to educate the whole person, graduating students who seek purpose-fille...d lives while building a community dedicated to serving humanity in the spirit of our motto, Pro Humanitate.