Investment Analyst

Investment Analyst

This position performs complex investment analyses in determining investment strategy, investing assets, monitoring investment performance and ensuring guideline and regulatory compliance. Presents findings and makes recommendations to senior management.

• Performance Measurement - Preparation of Board reports, reports to executives, computation of investment returns. Also monitors manager turnover and capital gains. Evaluates portfolio performance and makes recommendations as appropriate. Develop, revise, and implement procedures. Provide support to department as needed.
• Compliance - Monitors compliance with Instructions for Active Managers guidelines, DOL regulations, insurance code and ERISA. Includes transaction survey summaries, and verification of manager fees and directed commissions. Makes recommendations for changes in the guidelines.
• Recurring Investment Analyses – Complex asset/liability reviews for pensions, 401(k) reporting, custodian searches and consultant searches. Identifies areas of concern, recommends steps to mitigate. Monitors portfolio performance, resolve underperformance if identified.
• Meets with potential investment managers, maintains database of investment managers and investigates new asset classes and strategies. Responsible analyst for selected sub-asset classes with responsibilities for researching, analyzing, documenting presenting and monitoring of asset classes and relevant managers. Interprets the analysis and presents findings that assist in determining investment strategy.
• Keen interest in capital markets and a desire to understand and analyze them on a regular basis applying the analysis to the current portfolio to improve investment results.
• Cash Management - Approves wires from custodian bank, ensures that funds are available for expected cash outflows and recommends wire amounts to fund Pension disbursements. Invests overnight funds.
• Much of the work is of a non-routine nature, requiring a high level of independent thought and decision making.
• Excellent skills in data analysis using MS Excel and Access. Knowledge of other analytical tools is welcome.
• Both written and oral communication skills are important.

• Bachelor’s degree in Business, Finance, Economics or STEM.
• 4-6 years Investment and asset management or related professional experience is required.
• A high proficiency in Microsoft Office is required (particularly in Excel, but also including Word, Access and PowerPoint).
• A working knowledge of Bloomberg or Factset is helpful.

$ - $

Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).