Investment Officer II
Duties include but are not limited to:
• Processes and evaluates new limited partnership, co-investment, customized investment account, and direct investment opportunities
• Uses multiple sources of information about private equity firms to identify attractive investment opportunities
• Presents the attractive opportunities to the leadership of the Underwriting Group
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:
• Working towards a professional certification such as a CPA, CFA, MFE, ASA/FSA
• Detail-oriented
• Experience using Microsoft products, particularly Excel, Word and PowerPoint
• Ability to work independently and under short time constraints
• Knowledge, skill and experience researching, analyzing, and reporting
• Effective writing skills
• Team-oriented, excellent communication skills
• Demonstrated flexibility, dependability, and adaptability to a changing work environment
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