Investment Officer I/II recruitment
The Investment Officer I’s (IO I) primary duties include: affirming and coordinating the settlement process for internal global equity trade activity; identifying and developing back office solutions to mitigate trade settlement risks; and coordinating and managing cash needs through a cash forecasting process.
The Investment Officer II (IO II) assists the Investment Officer III in the day-to-day coordination, work review, and training of Investment Officers primarily responsible for Internal Global Equity Trade Servicing functions including trade confirmation, trade settlement, and cash reporting.
Minimum Requirements and Experience:
Investment Officer I• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
AND
• Six months of professional experience performing investment analysis
OR
• Completion of a student internship involving at least 500 hours of investment analysis work involving the management of a large equity, fixed income, real estate, and/or private equity portfolio
OR
• Possession of a master's degree with major work in business administration, economics, finance, mathematics, or a closely related field
Investment Officer II
• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
AND
• 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