Investment Analyst

Company: OATS
Location: Washington
Posted on: November 13, 2024

Job Description:

OverviewAARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation's largest-circulation publications, AARP The Magazine and the AARP Bulletin.Treasury is responsible for the cash and investment management activities of the AARP enterprise. This includes maintaining sufficient liquidity for operating needs, maximizing earnings on investments within policy guidelines and efficiently processing daily transactions.The Investment Analyst will assist with the management of a broadly diversified portfolio including investments in various asset classes such as public equity, fixed income, and alternative assets. Compile data and prepare reports on portfolio valuations, holdings, fees, and other investment information for use by investment staff, committees, and boards. Manage the Dynamo investment data software system. Assist with investment operations including raising cash from existing investments, funding new investments, and rebalancing investments in accordance with investment policies and direction from the investment team. Analyze investment transactions to ensure valuations, fees, and cash flows are correct and reconcile any discrepancies.Responsibilities

• Prepare investment materials for Investment Committee members, Board members, and internal/external stakeholders.
• Manage our CRM workflow and data storage process by monitoring and updating data to the system. This includes filing all our funds' quarterly reports, letters from managers, fee schedules, etc. Also includes retrieving all files from our alternative asset managers' data rooms and storing on the Dynamo system.
• Assist with investment operations and performance reporting. Duties include rebalancing investment portfolios monthly to ensure compliance with investment policies and assisting in the review and movements of cash to cover capital calls, portfolio rebalancing, and expense payments.
• Work with our fund managers to obtain Schedule K-1s from our alternative asset funds to be used by the AARP tax department.
• Act as a liaison between the investment team and external consultants in order to prepare monthly and quarterly hedge fund and private equity data feeds needed by our consultants.
• Conduct research on trending topics by gathering and summarizing data, writing whitepapers, performing risk/return analysis on prospective funds, etc. Assist in due diligence by preparing relevant reports in advance of investment manager meetings.Qualifications
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline with 2+ years of relevant professional experience, or an equivalent combination of training and experience related to the position's duties.
  • Expert in Excel and the Microsoft Office Suite.
  • Ability to communicate effectively with all levels of management, as well as with internal and external stakeholders.
  • Attention to detail, ability to work both independently and collaboratively, self-motivated problem solver, with strengths in planning, monitoring, organizing resources, and flexibility in meeting changing priorities.
  • Experience in Project management and cross-functional collaboration.AARP will not sponsor an employment visa for this position at this time.Additional Requirements
    • Regular and reliable job attendance
    • Effective verbal and written communication skills
    • Exhibit respect and understanding of others to maintain professional relationships
    • Independent judgment in evaluation options to make sound decisions
    • In office/open office environment with the ability to work effectively surrounded by moderate noiseHybrid Work EnvironmentAARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.Compensation and BenefitsAARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement.Equal Employment OpportunityAARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.
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Keywords: OATS, Montgomery Village , Investment Analyst, Accounting, Auditing , Washington, Maryland