Associate Investment Analyst

Associate Investment Analyst
Job Number: 25-04276

 
Want to be part of the Energy Industry? ECLARO is looking for an Associate Investment Analyst for our client in White Plains, NY. 
 
ECLARO's Client is America's largest state power organization and is a national leader in energy efficiency and clean energy technology. If you’re up to the challenge, then take a chance at this rewarding opportunity!
 
Project Overview:

• This role will support the Director, Investments within the Client's Treasury group.
• Investments primarily manage Treasury's internal fixed income portfolio, Other Post-Employment Benefits Trust, and related reporting.

• Assist in trade settlement, reporting and analysis of the Client's investment $1 billion + fixed income portfolios according to standards established in the Client's Investment Guidelines.
• Assist in trade settlement, reporting and analysis of the Captive Insurance Company's investment portfolio according to standards established in the Captive Insurance Company Investment Policy.
• Assist in preparation of reporting and fee payment and tracking of the Other Post-Employment Benefits Trust Funds.
• Specific responsibilities include but not limited to the following:
• Monitor fund onboarding and performances
• Assist rebalancing execution
• Coordinate and attend portfolio review meetings.
• Support the management of all external relationships and represent the Authority with brokers, fund managers, consultants and investment advisors.
• Assist in the preparation of monthly, quarterly and annual investment reports for submission to Senior Management and/or various State and Public oversight agencies.
• Assist validation of market value of all Client's internal security holdings on a monthly basis and report any discrepancies to the Treasurer or the Deputy Treasurer.
• Prepare documentation for all investment-related audit requests conducted internally or externally.

• Strong written and verbal communication and persuasion skills.
• The ability to proactively engage and talk comfortably with anyone from immediate colleagues to remote working groups, and from recent graduates to upper management.
• Well-organized and customer focused to ensure high level of responsiveness to management, customer and other department requests.
• Ability to prioritize and plan work accordingly to deliver results in a timely manner.
• Demonstrated advanced analytical (i.e. Excel) skills with an ability to evaluate large volumes of data, handle complex tasks and interpret trends.
• Experience or demonstrated aptitude with ERP and/or Treasury management software or databases.

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO