About Utah Retirement Systems
Utah Retirement Systems provides retirement and 401(k)/457 investment benefits, as well as comprehensive health and dental, disability, and life insurance benefits to active and retired Utah public employees and their beneficiaries.
About the Utah Retirement Systems Investment Team
Our work is a mix of professional investing and public service. The teams manage equity, credit/fixed income, absolute return, real assets, and private equity globally across both public and private markets.
Senior Investment Analysts collaborate with other team members and contribute to challenging projects related to ongoing monitoring, evaluation, and selection of external investment managers and are key in sourcing and leading the due diligence research on prospective investments. May perform similar functions related to joint venture or direct investments. Provides research, analysis, and recommendations to Senior Investment Professionals on topics such as risk, performance, and portfolio fit. Gather data for Risk Management Systems. Provides support for asset allocation decisions, Board communication, and reporting.
Successful candidates will possess a high degree of intellectual curiosity, the ability to think critically and creatively about complex challenges, be able to communicate effectively in both written and verbal contexts, possess a passion for quantitative and qualitative analysis, and have a strong interest in investment strategy and manager research
Collaborates with the Investment Team in the ongoing monitoring, evaluation, and selection of external investment managers. May perform similar functions related to joint venture or direct investments. Provides research, analysis, and recommendations to Senior Investment Professionals on risk, performance, and portfolio fit. Gathers data for Risk Management Systems. Provides support for decisions regarding asset allocation, Board communication and reporting.
ESSENTIAL JOB FUNCTIONS AND DUTIES
Education and Experience
A Bachelor’s Degree and a minimum of three (3) years of directly related professional experience is required; or an equivalent combination of education and experience. Applicable education includes investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field. Prior experience conducting manager research and due diligence is required.
An understanding of financial theory and statistical measures is required.
Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred.
Investment research experience in an institutional investment setting (pension fund management, endowment, asset management, etc.) is preferred.
MBA or related master’s degree is preferred.
Knowledge, Skills, and Abilities
This list contains knowledge, skills, and abilities that are typically associated with the job. It is not all-inclusive and may vary from position to position:
Required technical skills include the ability of:
Required mathematical skills include ability of:
Required investments knowledge of:
Must possess excellent communication skills:
Must have the ability to:
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.
As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee’s control and direction, or under the control and direction of the employee’s spouse.
Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions.
Job duties require travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).