Junior Investment Research Analyst

  • Competitive
  • Omaha, NE, USA
  • Permanent, Full time
  • Northstar Financial
  • 09 Nov 17 2017-11-09

The Junior Investment Research Analyst is responsible for assisting in providing money management to multiple product lines, including making investment recommendations, assisting with the development of analytic models, assessments and/or applications in support of portfolio and risk management efforts. Creating and delivering internal/external performance research reports, conducting analysis of performance attribution and producing communication material, including market commentary and client reviews for CLS Investments, LLC ("CLS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar").

ESSENTIAL FUNCTIONS:
PORTFOLIO MANAGEMENT ADMINISTRATION
• Provides support to portfolio management functions including portfolio modeling and relative value, monitoring investment strategies to coordinate with CLS' major investment themes, assisting lead portfolio manager with proposals, advisor and investor phone calls, allocation decisions, and creating marketing pieces, as well as providing money management functions as necessary, including but not limited to supporting the investment management team
• Helps create and maintain client performance presentations not less than quarterly, client/prospect presentations for PM, conference slide decks including but not limited to economic presentations, capital market reviews and Board presentations/slides
INVESTMENT RESEARCH
• Utilizes analytics to assess future risk, opportunities, and effectiveness. Translates results into meaningful solutions to enhance decision making
• Utilizes industry best practices to quantify risk and aggregate exposures. Assists with development of systems and programs that measure aggregate risk exposures
• Create statistical reporting and financial analysis to forecast results for required stress test scenarios. Analyzes and challenges stress testing results
• Creates reports and charts with market/economic data via various sources, and produces accompanying commentary to portfolio management team
• Assists Portfolio Management team with investment research and ad hoc requests
• Identifies and researches securities that meet CLS’s investment criteria; evaluates performance and summarizes key takeaways related to CLS’s investment criteria
• Conducts in-depth data analyses of assigned market sector offerings and makes investment recommendations to Portfolio Manager; produces detailed fundamental analysis and opinions supported by quantitative analytics
• Inputs, validates, analyzes and reports on data relevant to all separate account and total return portfolios
• Researches and prepares reports on economic data for integration into quarterly economic outlook
• Assists with trades in all portfolios under management
• Identifies and produces analysis on global research topics that support thought leadership at the firm
COMMUNICATION
• Present summarization of risk analysis to various levels of management
• Writes-up company overviews and proposals; builds written investment cases with supporting documents and spreadsheets for those companies using CLS’s investment criteria; posts commentary on CLS blog and various internal sites for viewing by clients and internals
• Acts as liaison between marketing and portfolio management
• Creates client reviews providing a detailed analysis of a client’s performance and commentary pertaining to client’s specific strategy
May perform other duties as required and assigned.

WORKING RELATIONSHIPS & CONTACTS
• Regular contact with internal departments regarding communications for daily commentary and correspondence
• Works with other analysts to learn CLS’s method for generating portfolio data and analytics
• Regular contact with Portfolio Management team regarding portfolio management/investment committee meetings, conducting performance analyses, and return attribution across asset classes and portfolios, information/clarification on money management or research duties
• Regular contact with representatives from other firms in the ETF industry
• Occasional contact with clients at company-sponsored client events or during client phone calls

KNOWLEDGE/SKILLS/ABILITIES:
• Knowledge of mutual funds and ETF’s, both active and passive.
• Knowledge of risk measurement and management techniques within securities markets
• Knowledge of the equity and fixed income markets and how economic indicators affect each
• Knowledge of concepts, practices and procedures relating to investment management
• Ability to interpret statistical information and communicate investment and industry analysis
• Ability to multi-task while maintaining careful attention to detail
• Ability to work effectively both individually and within a team environment
• Ability to work with a sense of urgency to meet deadlines and address competing priorities
• Advanced proficiency in Microsoft Excel, and other Office software including Word, PowerPoint and Outlook
• Financial skill set including modeling and valuation
• Effective written, listening and verbal communication skills
• Strong analytical, research, initiative and problem solving skills

EDUCATION:*
• Minimum of a Bachelor's Degree in Finance, Economics or related field required

EXPERIENCE:*
• Experience working within the financial services industry preferred
*Equivalent education and experience will be considered

CONFORMANCE STATEMENT:
The statements in this document are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties and responsibilities.

WORKING CONDITIONS/EQUIPMENT/SAFETY:
Normally works in a general office environment with the use of computer, printer, telephone, copier, fax, and calculator. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise, dust, etc.