Investment Analyst, Investment Management

Investment Analyst

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to interpretation and distribution of investment data; reporting to the Investment Committee; and providing analytic support to the Committee. The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and complete in a timely fashion. And the role monitors performance and completeness of investment managers in offerings in support of the investment committee.

Job Functions, Essential Duties and Responsibilities :

• Perform monthly fund performance grid creation and quarterly scorecard analysis.
• Coordinate and drive due diligence reviews on investment managers in the various offerings.
• Understand fund attribution, strategy changes and any management changes for offerings.
• Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
• Monitor industry fee levels, including fee levels on underlying funds, including understanding of eligibility for breakpoint pricing.
• Ensure compliance with all Investment Policy Statement requirements.
• Ensure that investment manager is providing appropriate rational for fund inclusion and any potential changes.
• Take active role in departmental projects, including process improvements, designing policies and procedures, and implementing new analysis capabilities.
• Assist with other tasks and projects as assigned.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Experience, Skills, Knowledge Requirements :

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note : For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer.