Career Center

UTAH SCHOOL AND INSTITUTIONAL TRUST FUNDS OFFICE  (SITFO)

SENIOR INVESTMENT ANALYST POSITION SPECIFICATIONS 

THE INVESTMENT ANALYST ROLE

As a Senior Investment Analyst you will be joining a high-functioning and collegial investment team playing an integral role in the investment process, including diligence on new and existing public and private equity investment managers. Team members are expected to bring the skills and experience necessary to make quantitative and qualitative assessments of investment teams and strategies, participate in portfolio construction discussions, and present to the Board of Trustees.

This role reports to the Chief Investment Officer and will work collaborate with the whole team. The Senior Investment Analyst is expected to be, above all, a team player who is a hands-on contributor that supports the continued intellectual growth of the office.

Key Duties and Opportunities include:

·       A seat at the table and expectation of contributing to team discussions and decisions.

·       The Senior Investment Analyst will have direct access and exposure to leadership and mentoring.

·       The Senior Investment Analyst will work exclusively with a group of approachable investment professionals who strive to practice self-awareness and self-improvement.

·       Perform investment and operational due diligence on prospective and existing equity-oriented investments across multiple strategy types, liquidity profiles, and fund structures in collaboration with external consultants and the SITFO team.

·       Independently create qualitative and quantitative analysis as part of identification, evaluation, due diligence, and monitoring of investment managers.

·       Utilize investment software such as eVestment Venn, MPI, Burgiss, or similar, to research and perform analyses on portfolios, strategies, and managers.

DESIRED QUALIFICATIONS

o   Three (3) or more years researching and selecting private equity managers with background or capability to select public equity managers

o   Possesses excellent communication and interpersonal skills with the ability to work independently as well as being part of a team

o   Gives and receives constructive feedback, mentorship, and able to contribute to a culture of active learning

o   You’ve got plans for higher education and/or professional certifications and want a supportive environment to achieve these goals within

o   Broad interests that uniquely shape your perspective as an investor Consultants in Executive Search 

o   Curious, analytical, intellectual, honest, persistent, and a team player who values their colleagues and believes in SITFO’s mission

COMPENSATION & PERKS 

SITFO will pay the successful candidate a competitive base salary depending on qualifications. SITFO employees participate in the State’s comprehensive benefits package. More information can be found at https://dhrm.utah.gov/why-utah/benefits/. The SITFO allows work flexibility within reason with the staff presently working in-office approximately 3 days per week, but the chosen candidate must reside within the State of Utah.

Other perks include:

·       Outstanding benefits including full health (including employer-sponsored HSA), dental, and life insurance

·       Fully sponsored employer pension or 401k contribution

·       Generous paid leave on an accrual basis with no expiration date

·       Ideal office location in the heart of downtown Salt Lake City, paid parking or public transportation, an onsite gym and next to some of the best restaurants and entertainment venues and, of course, the mountains

·       Experienced and energetic management team

APPLICATION PROCESS 

We (EFL Associates, an executive search firm,) are pleased to be assisting SITFO with this important search. All calls and inquiries should be made through the search firm representatives listed below. Referrals and applications will be held in confidence. Review of applications will begin immediately and will continue until the position is filled. 

NON-DISCRIMINATION

Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, sexual orientation, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.

EFL ASSOCIATES
4600 South Ulster Street, Suite 900 Denver, CO 80237 Phone: 303-779-1724 www.eflassociates.com