Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation administers over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Investment Team.
The Senior Investment Analyst, Asset Allocation, serves in a lead role in the management of the t multi-asset class funds, particularly the Target-Date and Target-Risk funds in consultation with the Asset Allocation team. The Senior Investment Analyst will conduct asset allocation research and work on building asset allocation models in conjunction with Senior Managers of the team. The position is also involved in the management of various projects, such as strategic initiatives, thought leadership, board reporting, compliance, and other communications.
Essential Functions for this role include:
Build and enhance the asset allocation models; monitor portfolio allocations daily and undertake rebalancing procedures as necessary.
Work on the data needs of the allocation models.
Perform comprehensive asset allocation reviews on target-date and target-risk funds as well as other funds and portfolios managed by the team; support Senior Fund Managers through a team approach to provide continuity of daily management of other funds.
Perform both qualitative and quantitative analysis on funds/ sub-advised portfolios; determine cash flow impact across funds and coordinate with Finance Division and other Fund Managers on all cash flow transactions.
Stay updated on the financial markets, the economy, and assist in determining how changes in the financial markets impact asset allocation products.
Incorporate term year and glide path assumptions into the allocation process.
Conduct performance attribution relative to benchmarks and peers.
Monitor target-date and target-risk fund trends and developments and contribute to strategic initiatives and product development.
Perform responsibilities relating to quarter-end and year-end activities, as well as periodic reviews of disclosure materials.
Support due diligence activities on external investment managers.
Other duties as assigned.
If you have the following credentials, we encourage you to apply:
5+ year of investment industry experience, with specific experience in investment data collection and spreadsheet analysis, and investment-related communications
BA required, MBA/MA preferred
CFA designation or progress towards completion strongly preferred
Thorough knowledge of investments and the investment industry
Excellent analytical, quantitative, and programming skills. Experience with financial terminals (like Bloomberg and Morningstar Direct).
Excellent written and verbal/interpersonal communication skills. Strong presentation skills.
Strong attention to detail, and ability to work effectively in a deadline driven environment.
Strong time management skills. Ability to work independently with minimal supervision, handle multiple diverse tasks, and adapt quickly to changing priorities
Strong computer skills (Excel, Powerpoint, Word, etc.) Familiarity with E VBA, SQL and programming languages (like Python, R and Matlab).
Experience and skill in understanding and evaluating sophisticated investment strategies and concepts
Ability to maintain strict confidentiality and represent company at highest level. Requires discretion, judgment, tact and poise with a high level of professionalism
An understanding of asset allocation principles and their real-world application is required
Proven ability to turn data into insights, understanding of capital market assumptions and their impact on S&P 500 earnings
For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.
