USA
16 days ago
Investment Analyst 2025-02205
Investment Analyst 2025-02205 Print (https://www.governmentjobs.com/careers/wyoming/jobs/newprint/5070512) Apply  Investment Analyst 2025-02205 Salary $5,040.00 - $7,000.00 Monthly Location Cheyenne, WY Job Type Permanent Full-time Job Number 2025-02205 Department Wyoming Retirement Division Wyoming Retirement Opening Date 09/18/2025 Closing Date Continuous FLSA Exempt Job Classification AWIN01 + Description + Benefits + Questions Description and Functions Open Until Filled GENERAL DESCRIPTION: This position provides an opportunity to work with a high-performing, small investment team overseeing approximately $12 billion in externally managed pension assets. The seven-person investment team has full investment discretion, with internal approval from the Executive Director, allowing for nimble action and decision-making on investment opportunities. The portfolio has generated top decile returns over the past 1, 2, 5, 7, and 10-year periods. Given the small size of the team, each member of the investment staff has a meaningful opportunity to shape portfolio outcomes. While team members have a primary area of focus within one or more of the broad asset classes (Fixed Income, Marketable Alternatives, Private Equity, and Public Equity), each individual also has the opportunity to provide insights and opinions across the entire portfolio. This position is responsible for conducting investment research and analysis to execute the investment strategy objectives of assigned investment classes. It will primarily support the senior staff of the assigned asset class, collaborate on special projects as requested by the Chief Investment Officer (CIO), and work with other Investment Analysts. The role requires utilizing industry-standard software to research potential investments and monitor existing money managers. Employment with the State of Wyoming offers outstanding benefits, including but not limited to: + This position is eligible for performance compensation of up to 35% of base salary, depending on total portfolio return relative to the benchmark. + No state income tax + Participation in both the state pension plan and Social Security + Voluntary deferred compensation plan + Twelve vacation days per year (increasing with tenure) and twelve days of sick leave + Potential relocation assistance Human Resource Contact: Ryan Scheer, ryan.scheer2@wyo.gov , 307-777-8570 ESSENTIAL FUNCTIONS: The listed functions are illustrative only and are not intended to describe every function that may be performed in the job level. + Provide analysis and evaluate current and prospective investment managers. + Read and evaluate reports from research companies to maintain knowledge of market trends and gain insight into managers' strategies. + Maintain databases associated with assigned Investment classes. + Reconcile and verify reported performance metrics of assigned asset classes. + Conduct on-site investment manager visits with WRS Investment Officers and attend pertinent industry conferences. + Assist the Senior Investment Team on annual manager review, monitoring of investment performance, and risk monitoring of the assigned asset class. + Develop detailed reports and presentations in response to ad hoc project requests required to execute the Investment Department's mission. + Maintain communications with investment funds and external stakeholders regarding the investment process. + Work with Investment Officers to conduct due diligence on existing and prospective managers of the system. + Produce independent, quantifiable recommendations supported by this research. + Collect data associated with the investment portfolio for use in various industry software programs and platforms. + Evaluate and interpret data, monitor for errors, and conduct thorough reconciliations. + Assist in the review of legal documentation pertaining to investment managers and other third parties. + Coordinate with both internal and external parties as needed for portfolio performance, exposures, and risk analysis. + Provide operational support, including but not limited to the opening of new manager accounts, aiding and tracking the movement of capital, and ensuring portfolio adherence to compliance guidelines. Qualifications PREFERENCES/**AGENCY REQUIREMENTS: **Resume outlining relevant experience and skills **Cover letter (1-2 pages) where the candidate narrates brief examples of their related experience and skills for this position **References KNOWLEDGE: + Knowledge of the financial markets, investment strategies, fund structures, and the institutional fund universe + Proficiency in Excel is required + Strong quantitative/analytical aptitude and problem-solving skills + Excellent verbal and written communication skills MINIMUM QUALIFICATIONS: Education: Bachelor's Degree (typically in Finance) Experience: 0 - 3 years of progressive or relevant work experience (typically in Finance) with acquired knowledge at the level of an Investment Analyst Certificates, Licenses, Registrations: Must be willing to pursue the Chartered Financial Analyst (CFA) certification and/or an MBA (or Master's Degree or higher in a related field of study) and/or Chartered Alternative Investment Analyst (CAIA) certification Necessary Special Requirements PHYSICAL WORKING CONDITIONS: + Typically, the employee may sit comfortably to perform the work; however, there may be some walking, standing, bending, carrying light items, driving an automobile, etc. + Special physical demands are not required to perform the work. + Some travel will be required for board meetings, conferences, and due diligence trips. NOTES: + FLSA: Exempt + This position is At-Will and is appointed by and serves at the pleasure of the CIO. + This position is eligible for performance compensation ( WY Stat § 9-3-406) of up to 35% of base salary, depending on total portfolio return relative to the benchmark. + Hiring will be contingent upon the successful passage of a background check. Supplemental Information Visit our website https://retirement.wyo.gov/ Click here (https://ai.wyo.gov/divisions/human-resources/consultative-services/compensation/pay-tables-salary-averages) to view the State of Wyoming Classification and Pay Structure. URL: http://agency.governmentjobs.com/wyoming/default.cfm The State of Wyoming is an Equal Opportunity Employer and actively supports the ADA and reasonably accommodates qualified applicants with disabilities. Class Specifications are subject to change, please refer to the A & I HRD Website to ensure that you have the most recent version. Working for the State of Wyoming means more than a job — it’s a stable, rewarding career that lets you make a difference while enjoying a great quality of life. Employees enjoy: + Comprehensive health coverage– medical, dental, and vision plans for you and your family + Voluntary Benefits– including life insurance for you and family members, ambulance, pet insurance, short/long-term disability, flex spending and health savings accounts + Multiple retirement options– including the Wyoming Retirement System and a 457B account, helping you plan for long-term financial security + Generous paid leave and flexible schedules– vacation, sick leave, paid FMLA and 11 paid holidays each year + Public Service Loan Forgiveness eligibility– for those with qualifying student loans + Training and professional development– to support your career growth and advancement + Employee Assistance Program – Includes paid short-term counseling, legal, financial and work-life benefits and select employee discounts + Wellness Program – Earn paid time off and incentives by focusing on your personal health Know your full value. Your paycheck is only part of the picture. The State of Wyoming offers a Total Compensation Calculator that shows the full value of your salary plus benefits, so you can clearly see what your complete compensation package looks like. Explore your total compensation:https://compensationcalculator.wyo.gov/ WORKING FOR THE GREATEST STATE IN THE NATION - Wyoming offers a lifestyle you can’t find anywhere else — wide-open spaces, clean air, friendly communities, year-round recreation, andno state income tax. Click here for detailed information (https://ai.wyo.gov/for-job-seekers/benefit-information) or you can watch this short video to learn about our benefit package! (https://youtu.be/DxeKSDMAjcw?si=90XLWN-kJ1Y0EGfL) .
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