Senior Investment Analyst

Senior Investment Analyst

Job Category: Accounting and Finance

Full-Time

Hybrid

ACS Washington, DC 20036, USA

Description

Key Responsibilities:

• Contribute to the development and implementation of investment strategies across all asset classes.
• Source and lead due diligence processes for external investment managers across public and private markets; draft and present investment recommendations.
• Monitor existing investments and conduct qualitative and quantitative analysis; lead update meetings with external managers, and attend annual meetings.
• Serve as the primary liaison to current and prospective investment managers; negotiate terms and coordinate with external service providers.
• Participate in investment decision-making, including manager selection, rebalancing, and termination across asset classes. Support asset allocation reviews and risk management initiatives.
• Coordinate legal due diligence and operational due diligence for prospective private investment funds.
• Build and maintain strong relationships with external asset managers, vendors, legal counsel, peer investors, and other industry stakeholders.
• Prepare and present materials to the Pensions and Investments Committee as needed. Manages ad hoc projects that aid in the management of the ACS investment portfolios, retirement plans, and debt financings.
• Conduct in-depth research on investment managers, portfolios, and market trends.

Requirements:

• Bachelor's degree in finance, accounting, economics, or a related field with a minimum of 7 years of professional experience. Prior experience in investments and valuation, such as in investment banking, consulting, asset management, alternative investments, is a strong plus.
• Progress toward the Chartered Financial Analyst (CFA) designation is strongly preferred.
• Demonstrated passion for investing and a strong understanding of institutional investment practices.
• Advanced proficiency in Microsoft Excel; familiarity with statistical analysis and comfort working with data platforms such as Bloomberg.
• Exceptional oral and written communication skills.
• Ability to work independently in a fast-paced and dynamic environment.
• Meticulous attention to detail and a commitment to high-quality work.
• Willingness and ability to mentor junior staff and contribute to team development.
• Openness to adopting new technologies and evolving processes.
• Genuine interest in the mission and values of the non-profit sector.

This role is based in our Washington, D.C. office. A reasonable rate of compensation for this position is between $125,000-$140,000 per year.

ACS currently provides the following benefits for this position: paid vacation leave, paid sick leave, paid holidays, health insurance, flexible spending account or health care savings account, dental insurance, life insurance, vision insurance, retirement benefits, short- and long-term disability, and 4-week work from anywhere; each benefit is subject to the terms of the applicable program. Additional benefits may apply based on skills, experience, and location.

Any actual offer of employment, reflecting the total compensation package and benefits, will be made in the sole discretion of ACS. ACS reserves the right to amend or modify its employment benefits and compensation structure at any time.

Behaviors

Preferred

Team Player

Works well as a member of a group

Functional Expert

Considered a thought leader on a subject

Enthusiastic

Shows intense and eager enjoyment and interest

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Dedicated

Devoted to a task or purpose with loyalty or integrity

Motivations

Preferred

Self-Starter

Inspired to perform without outside help

Growth Opportunities

Inspired to perform well by the chance to take on more responsibility

Entrepreneurial Spirit

Inspired to perform well by an ability to drive new ventures within the business

Ability to Make an Impact

Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Preferred

Bachelors or better in Finance or related field.

Experience

Preferred

8 years:

Bachelor's degree in finance, accounting, economics, or a related field with a minimum of 8 years of professional experience. Prior experience in investments and valuation, such as in investment banking, consulting, asset management, alternative investments, is a strong plus.

Licenses & Certifications

Preferred

Chartered Fin Anlyst

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.