"Investments Analyst, Senior"

Position Highlights

The position will help oversee and manage the annual and long-term performance of the institution's assets under management. They will prepare reports, evaluate and analyze financial information, conduct market research and analyses to support the selection and monitoring of investments, and work with external investment managers to implement trading strategies under the supervision of the Treasury Director.

We are seeking a highly organized and self-motivated individual, who will exhibit professional and competent knowledge of accounting principles, financial industry practices, investments, portfolio management, data compilation and spreadsheet management, and databases. The person selected for this role will be required to exercise discretion and creativity on assignments of a varied and diverse nature, embrace Finance & Budget's values, and demonstrate a willingness to apply these values in their work and their interactions with others.

Outstanding UA benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; UA/ASU/NAU tuition reduction for the employee and qualified family members; retirement plans; access to UA recreation and cultural activities; and more!

Duties & Responsibilities

Portfolio Management & Monitoring:

• Helps direct investment activities of the university's operating funds and quasi-endowment portfolios, working with unit and division leadership to achieve both short and long term goals.
• Develops and monitors cash flow and liquidity projections, aligning investment maturities with the organization's liquidity need.
• Authorizes and executes the purchase and sale of financial assets through broker-dealers on behalf of the institution.
• Invests and maintains bond trustee accounts in accordance with institutional guidelines.
• Builds and maintains relationships with asset managers, brokers, and other industry partners.

Analysis & Reporting:

• Prepares financial models and performance analyses of fixed income and equity investments.
• Performs market analysis to strategically position the university's investment portfolios.
• Completes financial and audit reports for internal and external stakeholders on an as-needed basis.
• Compiles and publishes the Note 3 - Deposits and Investments section of the university's annual financial report.
• Produces the institution's days cash on hand report to support liquidity management.
• Delivers updates and presentations to the university's Investment Committee on a quarterly basis.

Treasury Operations:

• Ensures compliance with federal and state regulations, contractual obligations, and internal portfolio management policies.
• Reconciles trades and investment activity between brokers, custodians, and accounting systems.
• Processes payments, maintains records, and manages documentation to support investment operations.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities:

• Knowledge of investment principles and practices.
• Organized, self-motivated, and able to work independently.
• Knowledge of accounting principles, financial industry practices, portfolio management, spreadsheet creation and management, and databases.

Minimum Qualifications

Bachelor's degree or equivalent advanced learning attained through professional level experience required. 3 years of relevant work experience, or equivalent combination of education and work experience.

Preferred Qualifications

Possession of the following Certifications and Licenses: Series 7, 63, 65.