Investment Officer II
Duties include but are not limited to:
• Ensure that all entity management processes, workflow approval, document upload, index and contact maintenance occur in an accurate and timely manner.
• Act as the point of contact within the Private Equity Program for the maintenance and updating of all data fields.
• Act as an end-user Subject Matter Expert on the use of the IBOR, as well as the overall data structure of the IBOR. Work with new users of the IBOR to give them an overview of the system functionality.
• Act as the Private Equity Program interface with the Technology Management Unit (TMU).
Minimum Requirements and Experience:
• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
• Three years of increasingly responsible investment analysis experience for a public agency or private financial institution, insurance company, pension fund, endowment fund, investment firm, real estate development and investment firm, or other private corporation or entity having a major investment management program
Desirable Qualifications:
• 2-5 years private equity experience.
• Excellent written and verbal communication skills.
• Demonstrated ability to be a contributing member of a collaborative team.
• Prior experience interacting with external stakeholders in a productive manner.
• Functional with Microsoft Word, Excel, and PowerPoint.
• Detail focused with an ability to prioritize workloads.
• Previous Relationship Management and Project Management experience.
• Timely completion of quality deliverables with minimal guidance.
• MBA or possession of an advanced degree in finance, accounting or other related field.
• Possession of or working towards a certification such as a CPA, CFA, CAIA, MFE, ASA/FSA is preferred.
• International experience.
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