Investment Analyst
Summary
Virginia529 is the largest 529 plan in the nation and helps families save for higher education and disability expenses through a variety of investment programs. As an independent state agency, we are focused on our mission to increase financial security and empowerment through the accessible and affordable financial tools and programs offered by Virginia529. If you want to make a difference with us, learn more about working for us by visiting our Careers page.
We are hiring an Investment Analyst or Senior Investment Analyst who will research and analyze asset allocation and strategies in support of the overall Agency policy and goals for investments. If you have a passion for investments, research, analysis, and writing while making a difference in our community, then this role is for you.
In this position, you will:
- Build models, conduct market research to identify and evaluate investment opportunities across various asset classes; make recommendations to team and Investment Director
- Conduct ongoing and extensive qualitative and quantitative due diligence on existing and new managers including preparing reports, investment memos, and documentation
- With the team, prepare quantitative and qualitative analysis around asset allocation, risk budgeting, scenario analysis, and attribution
- Assist with preparing presentations and reports for the Investment Advisory Committee including asset liability studies, manager recommendations, and portfolio analytics
- Update and maintain internal investment research databases, manager dashboards, and pipeline databases
- Support the investment team in entire due diligence and performance monitoring processes
Successful candidates will have:
- Bachelor’s degree in business, economics, finance or related field
- Master’s degree, CFA or CAIA certification (or progress towards) is preferred
- At least five years experience in investment management, finance or related field
- Investment research experience across various asset classes
- Ability to communicate clearly, concisely, and persuasively, both orally and in writing
- Experience with data analytics and risk modeling
- Ability to build and maintain strong relationships with investment managers, consultants and any other external providers
Benefits:
- Generous healthcare benefits with multiple plans to choose from
- Defined benefit and contribution retirement plans with cash match
- 12+ holidays
- PTO – new employees earn 25 days/full year
- Tuition reimbursement
- Agency-paid continuing education
- 529 match program
- Relaxed work environment
Work Environment:
- Due to the current COVID-19 pandemic, all Virginia529 employees are working in a hybrid work environment. This position typically works in an office environment with considerable time in a sitting, stationary position.
- Frequently communicate with team members; must be able to exchange accurate information accordingly
- Travel within the Commonwealth of Virginia and nationally required; frequency is 0-2 nights per month
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More about Virginia529
About Virginia529
Get to know the history, mission, and savings programs of Virginia529.
Board Leadership
Virginia529 is governed by an 11-member board, consisting of experts in finance, investments, and education.
Reports
Review historical reports and current investment policies.
Procurement
Become a supplier of goods and services to Virginia529.