Company: SAN MANUEL INDIAN BINGO & CASINO
Posted on: May 3, 2021
Under the administrative and technical direction of the
Principal of Investments, the Investment Analyst performs
analytical tasks on behalf of the San Manuel Band of Mission
Indians investment portfolios and assists in analyzing investment
The work involves assisting in the administration and analysis
of investment portfolios managed by external investment managers.
The work also includes activities such as developing and
maintaining the investment risk management monitoring program,
analyzing investment manager strategy and portfolio results,
assisting in the ongoing monitoring of managers, and performing
asset allocation studies. The Investment Analyst is the primary
party responsible for data collection, management and analysis for
the total portfolio, underlying investment managers, and general
Essential Duties & Responsibilities
Assists in monitoring external public and private asset managers
for investment performance, attribution, risk and opportunity set
research; statistically compare investment managers on various
Assist in the research and analytics for quarterly Investment
Strategies Performance Report and in preparing materials for
monthly Investment Board meetings.
Help prepare for (research, analysis) and participates in
quarterly calls with current and prospective investment
Helps conduct asset allocation studies. Collects data and
information from Bloomberg and investment managers to develop
expected return and risk forecasts for the portfolio and
General statistical and analytical work to make the team
progressively best in class in portfolio management.
Work with portfolio oversight and risk management system
(Caissa); assist in analyzing and implementing investment analytic
systems and makes recommendations for workflow and reporting
Assists in monitoring capital markets, creating asset class and
market dashboards, and maintaining knowledge of current market
trends and practices.
Develop templates in excel that can improve and enhance
Investment Staff's understanding of investment program metrics and
investment managers exposures and attribution.
Research and analytical projects as determined by the CIO and
Director of Investments.
- Perform other duties as assigned to support the efficient
operation of the department.
- Bachelor's degree required, areas of study including economics
and business preferred.
- Enrollment in the CFA or CAIA programs preferred.
- Minimum of one (1) year assisting in the administration and
management of an institutional investment portfolio preferred.
- Equivalent combination of education and progressive, relevant
and direct experience may be considered in lieu of Bachelor's
- High-level proficiency in Microsoft Excel required, with Word
and PowerPoint preferred.
- Strong understanding of quantitative techniques.
- Ability to work in a time-sensitive environment, be proactive,
and able to handle confidential material a must.
- Strong attention to detail and low tolerance for errors
- Strong research and problem solving skills essential.
- Proficient in handling multiple tasks simultaneously.
- Effective written and oral communications essential.
- At the discretion of the San Manuel Tribal Gaming Commission
you may be required to obtain and maintain a gaming license.
- Must undergo and successfully pass a thorough pre-employment
background investigation including criminal, credit, education,
verification of work history and professional references.
- Enrollment in the CFA or CAIA programs desirable.
- A qualified candidate/employee must have a valid driver's
license with an acceptable driving record as determined by the
San Manuel Band of Mission Indians and San Manuel Casino will
make reasonable accommodations in compliance with the Americans
with Disabilities Act of 1990.
As one of the largest private employers in the Inland Empire,
San Manuel deeply cares about the future, growth and well-being of
its employees. Join our team today!
Keywords: SAN MANUEL INDIAN BINGO & CASINO, Highland , Investment Analyst, Other , Highland, California
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