Under general supervision, performs complex fundamental investment research and analysis work.
Major Job Responsibilities
Evaluate potential new investment managers using quantitative and qualitative skills. Investigate a potential manager’s background, prior track record of success, and investment process that will drive future investment gains
Continually update the Getty’s internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio.
Integrate data supplied from investment managers with that available from the Trust’s custodian and market data to provide detailed reporting to senior staff, the Chief Investment Officer, and the board of Trustees.
Periodically review investment sub-strategies to analyze the market opportunity and universe of managers that may lead to changes in the portfolio allocation or roster of managers.
Prepare investment memoranda detailing the investment rationale of a proposed investment for the Chief Investment Officer;
Bachelor's degree in finance, accounting, economics or related field
2-5 years of experience working in a finance or investment department
Knowledge, Skills and Abilities
Understand capital markets, investments and the investment landscape, preferably with some knowledge of alternative investments.
Knowledge of investment research processes and of industry standard investment-related software and systems.
Skill in applying investment and manager research techniques and in analyzing and evaluating data, and the ability to interpret the data, identify key problems, and explain the analysis.
Strong quantitative skills including knowledge of performance measurement and analysis methodology, statistics and investment industry terminology.