Job Title: Senior Investment Analyst
Division: Investment and Treasury Division
Location: Evanston, Illinois (A suburb just north of Chicago)
Relocation Assistance: Sorry, no relocation assistance for this position.
Reports To: Manager, Investment and Treasury Division
Salary Range: $50,000 - $60,000

General Overview

TreaSolution's client has an immediate need for well qualified individual whose primary responsibilities will be the daily investment operations and over sight of $800 million in total assets for a non-for-profit foundation in addition to the management of defined benefit plans and defined contribution plans. This position can be likened to an internal investment consultant and would be a great opportunity for someone that wants a career in corporate investement consulting.

Education

College degree, preferably in business.

Knowledge and Skills

• Investment-related college or graduate courses.
• One to two years of investment-related experience in pensions, foundations, charitable gift vehicles, and/or endowments.
• Financial modeling, experience calculating investment returns and the ability to manipulate spreadsheets is important.
• Attention to detail and ability to manage several tasks concurrently is important.
• Strong verbal and written communication skills.

Specific Duties

• Ongoing reporting/auditing of investment performance, monitoring of investment manager performance and recommendations for review/termination.
• Responsible for investment and asset allocation of cash flows and monitoring and rebalancing of assets in accordance with investment policies.
• Monitor each fund’s and manager’s compliance with investment policies and guidelines to ensure portfolios are managed consistent with objectives stated in policies.
• Implementation of and compliance with spending policies for Foundation funds.
• Coordinate and manage investment restructuring/manager transitions.
• Produce Director, Trustee and committee-level quarterly investment communications.
• Develop annual budgets for investment earnings and investment-related fees.
• Prepare quarterly variance reports for investment revenue accounts.
• Prepare investment-related advance memorandum items for Boards, Trustees and committees.
• Produce presentation materials for senior management and volunteers for use in Board/committee meetings.
• Presentations to investment, retirement and other finance committees.

Prior Experience

Minimum of one year of investment-related experience. Spreadsheet experience essential.

Supervisory Responsibility

Trains and develops Treasury Analyst in various investment functions.

Budget Responsibility

Responsible for investment revenue accounts.

Internal Contacts

Planned Giving, Gift Administration, PolioPlus Manager and assistants, Executive Services, Corporate Reporting Managers and most staff accountants, Planning and Analysis Manager and budget analysts and Legal staff.

External Contacts

Investment managers (current and prospective), custodian banks, investment consultants, volunteer leaders, and more.

Equipment Used

• Computer
• Financial calculator

If you are interested, please e-mail your resume to jobs@treasolution.com and reference "Sr. Investment Analyst."