Job Description

Primary Job Responsibilities:

The Investment Analyst will perform a full range of research, analytical, trading and operational assignments required to manage Red Cedar Asset Management’s (RCIM) client portfolios. Under the general direction of senior staff, s(he) will assist in the management of assets in accordance with the Investment Policy Statement(s). The Analyst will work directly in the securitized fixed income markets, specifically MBS, CMBS, CLO and ABS, helping to provide surveillance on investment holdings. S(he) will also execute trades under the supervision of a senior portfolio manager, with the expectation of eventually analyzing and trading securities with minimal supervision. The Analyst will aid in monthly and quarterly investment reporting. S(he) will be responsible for coordinating with multiple departments regarding information requests for varying purposes. Investment Analysts can expect to focus in the following areas:

Research and Analysis:

• Understand and become proficient in RCIM operational and analytical platforms (Bloomberg Terminal, AIM, PORT, Clearwater, etc.)
• Provide oversight, monitoring, and reporting on MBS, CMBS, CLO, and ABS holdings
• Develop analytical reports and tools to assist in investment decisions
• Recommend trades to senior portfolio managers
• Provide monthly and quarterly portfolio reporting for clients and mutual funds
• Model and analyze complicated deal structures under the direction of senior staff

Trading:

• Execute trades as directed by senior portfolio managers
• Develop tools to find securities offerings
• Keep team apprised of new deal flow and other relevant market commentary

Portfolio Management:

• Monitor portfolio activity and positions and report findings to senior staff
• Assist in running portfolio risk management software to provide insight to senior staff
• Provide performance attribution

Other Duties:

• Complete special projects as assigned by senior staff
• Make regular presentations to investment team regarding MBS, CMBS, CLO and ABS
• Develop improved functionality as technology permits
• Evaluation and recommendation of research services and selection of data sources
• Moderate travel as necessary to attend industry conferences and client relations

Minimum Requirements:

• Bachelor’s degree, preferably in Business, Finance, Economics, or other quantitative field
• Zero to three years work experience in investment management, consulting, and/or similar roles is preferred
• Programming skills not required but are a plus
• Pursuing the CFA designation or equivalent is strongly encouraged 
• Solid organization and communication skills (both oral and written)
• Strong Excel modeling capabilities
• Sound, independent judgment
• Strong attention to detail
• Ability to work in a team setting and take direction from others
• Knowledge of investment concepts and terminology
• Technical knowledge and an ability to learn new technologies
• Proficiency using a computer equipped with Microsoft Office and other business software to prepare correspondences, documents, spreadsheets, charts, and reports
• Ability to use/learn investment analytics, management, and accounting tools:

-Bloomberg Terminal

-Bloomberg PORT

-Bloomberg AIM

-Clearwater Analytics

The company will provide equal employment and advancement opportunity within the context of its unique business environment without regard to race, color, religion, gender, gender identity, gender expression, age, national origin, familial status, citizenship, genetic information, disability, sex, sexual orientation, marital status, pregnancy, height, weight, military status, or any other status protected under federal, state, or local law or ordinance.

Job Tags

Similar Jobs