Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $135,000
- Opportunity for career advancement and growth within the organization
- Flexible work environment with options to work remotely or in the office
- Generous paid time off, including a minimum of 20 days and 16 paid company holidays
- Comprehensive health and wellness benefits, including medical, vision, and dental plans
- Support for family needs with paid leave for new parents and assistance for adoption or infertility journeys

What to Expect (Job Responsibilities):
- Provide investment oversight and evaluation of investment activities in assigned portfolios
- Conduct quantitative, qualitative, and peer group analysis for assigned portfolios
- Lead on-site meetings to evaluate and monitor external investment firms and portfolio management teams
- Prepare and deliver Board materials in a timely manner
- Support Derivatives Risk Management Group and participate in committees related to liquidity risk management

What is Required (Qualifications):
- Bachelor’s degree and 5+ years of relevant investment experience
- Strong attention to detail and excellent organizational skills
- Proactive team player with a strong work ethic
- Proficiency with Microsoft Office suite; experience with Morningstar Direct strongly preferred
- CFA/CAIA or progress towards and/or significant coursework in finance/investments is required

How to Stand Out (Preferred Qualifications):
- Knowledge of various investment managers, fund complexes, products, and styles across all asset classes
- Strong interpersonal skills for collaboration with stakeholders

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