Alternative Multi-asset Portfolio Analyst (Ensign Peak Advisors)
Apply NowCompany: The Church of Jesus Christ of Latter-Day Saints
Location: Salt Lake City, UT 84118
Description:
Job Description
Ensign Peak Advisors is an affiliated organization of The Church of Jesus Christ of Latter-day Saints. In support of the Church's global mission, Ensign Peak Advisors manages the financial reserves of the Church and provides cash management services to fund Church operations.
Ensign Peak is seeking a motivated, driven individual to join their alternative investment team as a junior portfolio manager / analyst. The successful candidate will have the opportunity to improve the alternative multi-asset portfolio though managing existing investments, making recommendations on existing and new alternative investment strategies. This position is expected to play a key role in supporting Ensign Peak's alternative multi-asset investment program and be involved in all aspects of investment management including asset allocation, manager due diligence and selection, portfolio reporting for various stakeholders, and special projects conducting relevant strategy/sector research and proactively identifying portfolio needs.
Responsibilities
Qualifications
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About Us
Church employees find joy and satisfaction in using their unique talents and abilities to further the Lord's work. From the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings- giving Church members places to worship, teach, learn, and receive sacred ordinances-our employees seek innovative ways to share the gospel of Jesus Christ with the world. They are literally working in His kingdom.
Only members of the Church who are worthy of a temple recommend qualify for employment. Apart from this, the Church is an equal opportunity employer and does not discriminate in its employment decisions on any basis that would violate U.S. or local law.
Qualified applicants will be considered for employment without regard to race, national origin, color, gender, pregnancy, marital status, age, disability, genetic information, veteran status, or other legally protected categories that apply to the Church. The Church will make reasonable accommodations for qualified individuals with known disabilities.
Ensign Peak Advisors is an affiliated organization of The Church of Jesus Christ of Latter-day Saints. In support of the Church's global mission, Ensign Peak Advisors manages the financial reserves of the Church and provides cash management services to fund Church operations.
Ensign Peak is seeking a motivated, driven individual to join their alternative investment team as a junior portfolio manager / analyst. The successful candidate will have the opportunity to improve the alternative multi-asset portfolio though managing existing investments, making recommendations on existing and new alternative investment strategies. This position is expected to play a key role in supporting Ensign Peak's alternative multi-asset investment program and be involved in all aspects of investment management including asset allocation, manager due diligence and selection, portfolio reporting for various stakeholders, and special projects conducting relevant strategy/sector research and proactively identifying portfolio needs.
Responsibilities
- Provides due diligence support to the investment process including drafting memos to support the selection or termination of an investment.
- Build and support the monitoring process for portfolio investments including reviewing monthly returns, investor letters, and manager correspondence, conducting periodic review calls, developing quarterly performance & exposure summary.
- Work closely with operations team & analysts in designing relevant performance and exposure analytics
- Work effectively with legal, compliance, operations, treasury groups in relation to new and existing investments.
Qualifications
- 4+ yeas experience in applied corporate investment analysis and management.
- Bachelor's degree in Finance, Business, Economics, or a related field. Master's degree or CFA designation is a plus.
- Outstanding attention to detail with ability to track and prioritize multiple tasks simultaneously while meeting or exceeding deadlines
- An understanding of financial markets, financial instruments, investment products, as well as experience in quantitative modeling, is preferred.
- Experience in analyzing and/or investing in alternative assets will be helpful.
- The successful candidate should be intellectually inquisitive, able to work independently with minimal supervision, as well as collaboratively with the team
- Prior portfolio management experience preferred whether through direct management or investing through external investment managers preferred
- Ability to leverage critical thinking, independent judgement and experience to constructively contribute to investment decisions across the portfolio
- Ability to incorporate rigorous qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance
- Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear, well-articulated manner
#LI-DC1
About Us
Church employees find joy and satisfaction in using their unique talents and abilities to further the Lord's work. From the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings- giving Church members places to worship, teach, learn, and receive sacred ordinances-our employees seek innovative ways to share the gospel of Jesus Christ with the world. They are literally working in His kingdom.
Only members of the Church who are worthy of a temple recommend qualify for employment. Apart from this, the Church is an equal opportunity employer and does not discriminate in its employment decisions on any basis that would violate U.S. or local law.
Qualified applicants will be considered for employment without regard to race, national origin, color, gender, pregnancy, marital status, age, disability, genetic information, veteran status, or other legally protected categories that apply to the Church. The Church will make reasonable accommodations for qualified individuals with known disabilities.