The Senior Investment Analyst will be the primary technical resource for the Department. The Department is constantly monitoring capital markets, external investment managers (both those currently used and potential hires), our portfolio's return and risk profile, and evaluating new investment opportunities. The Sr. Analyst will use a variety of tools to support these efforts. Tools include Factset (risk management); Code Red (data base); Bloomberg, (a financial information provider); data from our external consultants, and other resources. The Sr. Analyst will support the Department’s efforts by performing analysis in Excel, and creating presentations in Powerpoint. Finally, the Sr. Analyst will maintain an investment compliance system, and monitor the performance and processes of assigned investment managers. Excellent analytical & statistical skills, especially Excel. Ability to multi-task in a constantly changing environment. Excellent verbal & written communications skills. 4-6 years of progressive working experience in areas such as: investment management, investment operations, investment performance monitoring and risk management and progress towards CFA designation.
Essential Functions / Principal Responsibilities: Manage all performance reporting and analysis for investment portfolios; Provide technical support to the department, working with excel, word, PowerPoint; Create graphs and charts for the Board level presentations. Perform spreadsheet-based analysis; Apply statistical analytics to investment problems; Investment Research/Analysis - support the department's evaluation of capital markets, investment strategies, and investment managers through a variety of tools. Utilize Bloomberg, our external consultants, and a wide range of research platforms; Factset: maintain and utilize the Factset risk management system for the department. Design and run reports and monitor to provide insights into the portfolio's risk factors; Manager Monitoring: The Sr. Analyst will be assigned several of our external managers to monitor and will ensure that the manager meets the Retention Policy guidelines. The Sr. Analyst is responsible for thoroughly understanding their investment manager's investment process and performance. For all managers, the Sr. Analyst will maintain an investment manager compliance system; Take the lead in communicating with our managers and trustee regarding fund transfers, quarterly compliance letters, ADV notices, etc. Communication must be concise and extremely accurate; CodeRed: (database software for Investment Department documents, notes, and contacts) Manage the organization and structure of the database
Professional demeanor with ability to interact with employees, vendors and management
Excellent verbal, presentation and written communication skills Advanced Excel skills
Detailed oriented; takes analytical approach to solving problems.
Productive contributor with minimum instruction on day-to-day duties.
Solution oriented and committed to meeting deadlines.
Preferred: Experience with Factset or other risk management software Experience with accounting systems including PeopleSoft and PAM
Process improvement; skills around SQL and other computer languages
CSAA Insurance Group (CSAA IG) is one of the top 20 personal lines property and casualty insurance groups in the United States. The company offers automobile, homeowners and other personal lines of insurance to AAA members through partnerships with AAA (pronounced “Triple A”) clubs.
CSAA IG is on a path of significant expansion. In the past 10 years, we have grown from a regional insurance pro...vider offering insurance to AAA members in three states, to a coast-to-coast organization reaching nearly 17 million AAA members in 23 states and Washington D.C. With an A+ rating from A.M. Best, the company will write $3.9 billion in premiums in 2017.