Investment Analyst Job Description
[Pages:3]Investment Analyst Job Description
Position: Investment Analyst Department: Investment Services Reports To: Director, Investment Services Salary: Salary is commensurate with education and experience as detailed on the approved pay scale. Incentive Plan: This position does have an incentive plan based upon objective measurements and subjective criteria. (Job Posting)
You: Feel the financial industry needs a good cleaning Believe getting the little things right leads to getting the big things right Take responsibility and own your own successes and mistakes Enjoy the process of pursuing excellence as much as the results We: Relentlessly pursue improving the financial security of the American worker Are performance driven Believe professionalism requires bold and complete transparency Care more about your talent, values, and performance than your experience
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Overall Purpose: The purpose of the role is to conduct investment analysis relating to factors that can drive sustained outperformance and applying this analysis in the selection of outside fund managers. Maintain coverage of assigned asset classes and present recommendations to the Investment Committee of Pension Consultants, Inc.
Duties & Responsibilities:
Research ? Review, evaluate, and make appropriate investment recommendations based on the
Investment Services Guiding Principles.
? Test performance factors identified in the PCI Investment Guiding Principles.
? Conduct intensive academic based research for new performance factors that may lead to performance for inclusion to PCI Investment Guiding Principles.
? Screen investment universe based on quantitative performance factors, then conduct qualitative review.
? Conduct regular due diligence of investment managers, including conference calls and on-site meetings.
General Operations ? Pursue the Mission of the firm and demonstrate the Core Values in all interactions with
stakeholders of the firm and the public. ? Stay abreast of current economic and investment related events and identify possible
implications. ? Complete assigned research on time and with the highest quality. ? Properly document all research. ? Improve research processes utilized by the team. ? Assist with miscellaneous projects as requested. ? Be a thought leader in the area of investment research.
The above statements are intended to describe the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of the employee assigned to this job.
Talents Striving Talents
? Competence: A need for expertise or mastery ? Belief: A need to orient your life around certain prevailing values
Thinking Talents ? Concept: An ability to develop a framework by which to make sense of things ? Strategic Thinking: An ability to play out alternative scenarios in the future ? Formulation: An ability to find coherent patterns within incoherent data sets
Relating Talents ? Positivity: A need to look on the bright side ? Persuasion: An ability to persuade others logically
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Skills ? Substantial knowledge of investment products. ? Thorough knowledge of investment and economic theories. ? Effective communication skills, both verbal and written. ? Proficient with Microsoft Excel, and other Office products.
Experience & Education ? Bachelor's degree required. Preferred Business, Financial or Economic degree. ? CFA Candidate required, CFA preferred. ? 5 years Investment industry experience with progressive responsibilities.
About Pension Consultants, Inc. Pension Consultants, Inc. is committed to performance-driven retirement plan management with transparent accountability. Our goal is to help fiduciary committees have confidence they are providing a good plan to their employees. Since 1994, we have been offering in-depth, unconflicted advice on every aspect of retirement plan management, and serve companies of all sizes in a variety of industries in the Midwest and Southern United States.
(end of job posting)
All non-licensed employees of Pension Consultants are prohibited from providing general or specific advice, analysis, or recommendations regarding securities or securities markets.
Approved by:
Team Director: _________________________________________
Date: ______________
CCO: ___________________________________________
Date: ______________
I have received, reviewed and full understand the job description, I further understand that I am responsible for the satisfactory execution of the essential functions described therein, under any and all conditions as described.
Employee signature: ____________________________________ Date: ______________
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