Investment Analyst

Under the direction of the Director, Investment Strategies, the Investment Analyst performs analytical tasks on behalf of the enterprise investment portfolios and assists in analyzing investment managers and portfolios. Assists in the administration and analysis of investment portfolios managed by external investment managers. Develops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research.

PLEASE NOTE:

THIS ROLE WILL BE LOCATED IN IRVINE, CA.

Bachelor’s degree is required prior to starting this position but is not required at the time of application. Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio is preferred. Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above.

Strong computer skills, including Microsoft’s Office Suite (Excel, PowerPoint, and Word) is required. Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors is required. Ability to work proactively in a time-sensitive environment and handle confidential material is required. Strong ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred. Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements is preferred.

Demonstrated interest in investing and global markets, economics, and investment management. Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories. Strong research and problem‑solving skills are essential. Strong demonstrated written and oral communication skills. Must have strong written and oral communications, including research and problem‑solving skills. Ability to handle multiple tasks simultaneously.

At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license. Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred.

Role does not require a driver’s license or insurance.

The physical demands and working environment described here are representative of those that an employee encounters and must be met by an employee to successfully perform the essential functions of this…