Company: The Automobile Club of Southern California
Job Title: Investment Analyst
Location: Costa Mesa, CA
Who We Are:Auto Club Enterprises is a member service organization affiliated with the national AAA network. With offices across the U.S., we're united by a common mission and common values of excellent member service. We offer our members a wide range of products and services. These include insurance, financial, travel, automotive, roadside assistance and member discounts.
Our multiple business lines give us a foundation as a financially strong and stable organization that can endure rapidly changing trends, an important factor to consider for career growth in a challenging economy.
The Automobile Club of Southern California is seeking career-minded individuals for our Investment Analyst opportunity in Costa Mesa, CA. This position provides support to senior executives in determining investment strategy, investing assets, monitoring investment performance and ensuring guideline and regulatory compliance.
The Investment Analyst position has the potential for involvement in any investment-related activities. General responsibilities will include the following: Compute performance on various accounts and composites. Prepare periodic performance reports for executive decision making. Approve wires from custodian bank, ensure that funds are available for expected cash outflows and recommend wire amounts to fund Pension disbursements. Prepare analyses on asset classes, investment types and investment strategies and make recommendations to senior management. Meet with potential investment managers, maintain database and assist with manager searches. Assist with oversight of existing investment managers. Assist with periodic asset allocation analyses for each entity. Monitor ERISA compliance (proxy voting, trading costs and soft dollars). Assist with due diligence and regulatory filings. Share department administrative duties.
Responsibilities will expand as the analyst develops new skills and could include asset/liability analyses, manager style analyses and portfolio management responsibilities.
Job Requirements :
A bachelor’s degree or demonstrated equivalent experience is required.
An MBA degree as well as a CFA (Chartered Financial Analyst) designation (or candidate) is preferred.
For non-CFAs, progress toward the CFA designation is a job requirement.
Two years or more of investment related work experience is preferred.
A high proficiency in Microsoft Office is required (particularly in Excel, but also including Word, Access and PowerPoint).
A working knowledge of Bloomberg is helpful.
We seek self-motivated, enthusiastic individuals with excellent attention to detail.
The candidate must have excellent writing skills (must be able to provide writing samples), strong quantitative and analytical skills, and a strong interest in, and understanding of, the financial markets.
Please apply for this position using the following link: