INVESTMENT RISK & RESEARCH ASSOCIATE

Santa Monica, CA Santa Monica, CA

  • JOB DESCRIPTION
    INVESTMENT RISK & RESEARCH ASSOCIATE

    Angeles Investment Advisors, LLC is an employee-owned investment management firm that offers strategic leadership in crafting investment programs for foundations, endowments, pensions, operating charities and families that advance our clients' missions, values and objectives.

    Angeles seeks a person to conduct quantitative modeling and risk reporting on Angeles' portfolios of investment managers. Additionally, this person will conduct research on public market investment managers (including equity, fixed income, credit, and hedge funds).

    Successful candidates must have strong quantitative skills, be detailed-oriented, able to take initiative, and capable of prioritizing and handling multiple assignments simultaneously. Ability to work well with others in a team environment is also a requirement.

    PRIMARY RESPONSIBILITIES TO INCLUDE:

    • Risk Reporting: Maintain internal risk/portfolio systems and prepare reports for portfolio management team, investment committee, and ad hoc client specific requests. Improve on existing reports and create new reports to assist the team.
    • Quantitative Modeling: Create and maintain quantitative models to assist the investment team in portfolio management, risk management, manager sourcing, and manager monitoring.
    • Manager Research: Identify, interview and evaluate new managers for client portfolios. Provide written meeting documentation and notes on research meetings summarizing the thesis/next steps.
    • Manager Monitoring and Reporting: Assist the research team with ongoing manager monitoring. Duties include conducting and documenting regular calls and meetings with investment managers.
    • Portfolio Management and Investment Committee: Participate in and contribute to regular portfolio management and investment committee discussions.
    • Note: this position does not involve analysis of individual securities or companies.

    QUALIFICATIONS

    Candidates must have a college degree and 2-4 years of relevant experience. Some programming experience preferred (Python). Manager research experience preferred but not required. CFA or MBA a plus but not required. Strong verbal, writing, and quantitative analysis skills are required, as well as strong proficiency with Word, PowerPoint and Excel. We are looking for a smart, motivated and self-directed candidates. Ability to work well on a small team and handle multiple responsibilities at any given time.

    COMPENSATION

    Salary and title based on experience. Health and profit-sharing benefits, and discretionary annual bonus included.

    PROCESS

    Interested parties should send a resume and cover letter outlining how you meet the requirements stated herein and your experience in carrying out the responsibilities listed above to jobs@angelesadvisors.com.

    No telephone inquiries will be accepted for this position.

  • SEC/ADV: REQUEST
  • © 2019 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2019
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC