Investment Analyst 2025-02205 jobs in United States
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NEOGOV · 4 months ago

Investment Analyst 2025-02205

NEOGOV is a state agency in Wyoming that oversees approximately $12 billion in pension assets. The Investment Analyst position involves conducting investment research and analysis to support the investment strategy objectives, collaborating with senior staff, and utilizing industry-standard software to monitor investments.

GovTechHuman ResourcesInformation TechnologySoftware
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H1B Sponsor Likelynote

Responsibilities

Provide analysis and evaluate current and prospective investment managers
Read and evaluate reports from research companies to maintain knowledge of market trends and gain insight into managers' strategies
Maintain databases associated with assigned Investment classes
Reconcile and verify reported performance metrics of assigned asset classes
Conduct on-site investment manager visits with WRS Investment Officers and attend pertinent industry conferences
Assist the Senior Investment Team on annual manager review, monitoring of investment performance, and risk monitoring of the assigned asset class
Develop detailed reports and presentations in response to ad hoc project requests required to execute the Investment Department's mission
Maintain communications with investment funds and external stakeholders regarding the investment process
Work with Investment Officers to conduct due diligence on existing and prospective managers of the system
Produce independent, quantifiable recommendations supported by this research
Collect data associated with the investment portfolio for use in various industry software programs and platforms
Evaluate and interpret data, monitor for errors, and conduct thorough reconciliations
Assist in the review of legal documentation pertaining to investment managers and other third parties
Coordinate with both internal and external parties as needed for portfolio performance, exposures, and risk analysis
Provide operational support, including but not limited to the opening of new manager accounts, aiding and tracking the movement of capital, and ensuring portfolio adherence to compliance guidelines

Qualification

Financial markets knowledgeExcel proficiencyQuantitative analysisInvestment strategiesProblem-solving skillsDue diligenceReport writingVerbal communicationWritten communicationTeam collaborationAttention to detail

Required

Resume outlining relevant experience and skills
Cover letter (1-2 pages) where the candidate narrates brief examples of their related experience and skills for this position
References
Knowledge of the financial markets, investment strategies, fund structures, and the institutional fund universe
Proficiency in Excel is required
Strong quantitative/analytical aptitude and problem-solving skills
Excellent verbal and written communication skills
Bachelor's Degree (typically in Finance)
0 - 3 years of progressive or relevant work experience (typically in Finance) with acquired knowledge at the level of an Investment Analyst
Must be willing to pursue the Chartered Financial Analyst (CFA) certification and/or an MBA (or Master's Degree or higher in a related field of study) and/or Chartered Alternative Investment Analyst (CAIA) certification

Benefits

This position is eligible for performance compensation of up to 35% of base salary, depending on total portfolio return relative to the benchmark.
No state income tax
Participation in both the state pension plan and Social Security
Voluntary deferred compensation plan
Twelve vacation days per year (increasing with tenure) and twelve days of sick leave
Potential relocation assistance
Comprehensive healthcare coverage, including medical, dental, and vision plans
Multiple retirement plans
Generous paid time off and flexible arrangements

Company

NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.

H1B Sponsorship

NEOGOV has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (10)
2023 (10)
2022 (18)
2021 (14)
2020 (16)

Funding

Current Stage
Late Stage
Total Funding
$700M
Key Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity

Leadership Team

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Shane Evangelist
CEO
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Brandon McDonald
Head Of Marketing
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Company data provided by crunchbase