Senior Investment Analyst

 Summary:The Senior Investment Analyst will support the management of alternative investments (e.g., private equity, energy, distressed debt, venture capital, real estate, timber, infrastructure) for the Select Investment Program, the Retirement System, and other programs as needed.  Reports to the Senior Investment Officer responsible for alternative investments.Responsibilities:Researches and evaluates current and prospective fund managers.  Acts as primary contact for assigned managers/funds in all aspects of the relationship – manager updates, portfolio monitoring, valuation, and evaluation of subsequent investment offerings.  Includes analysis of investment strategy, track record, manager competitive advantage/weaknesses, risk management, operations, team strength, reference checks, review of audited and unaudited financial statements, and review of investment legal documents with input from outside counsel. Ensures proper documentation of monitoring of assigned managers/funds to ensure institutional memory and support annual audit.  Works with operations group as needed to ensure proper valuation and reporting of alternative investments.   Provides oversight for handling the distributions from investment managers and for funding of capital calls.   Provides support for recommendations to the Investment Committees.  Leads negotiation of investment terms for new investments with advice of the Senior Investment Officer and outside counsel.  Oversees subscription process required for assigned new investments and ensures proper response to other requests of assigned investment managers (e.g. Patriot Act documentation).   Assists the Senior Investment Officer with strategic decision making by performing asset class/industry research and portfolio level analysis in support of asset allocation, portfolio construction and future investment commitments.   Prepares standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee as required. Works with the Senior Investment Officer to continually evaluate and improve processes and systems supporting the investment management of alternative investments. Works on other ad hoc projects as relates to alternative investments area. Qualifications: Bachelor’s degree Business Administration, Finance or related field.  Chartered Financial Analyst designation and/or MBA preferred.  A minimum of 7 professional/related experience.   Knowledge of securities, security markets and investment terminology.  Understands alternatives investment strategies and issues associated with investment in private partnerships.  Flexibility to deal with broad range of financial and investment issues and procedures. Ability to perform account reconciliations.  Must be able to prepare and analyze spreadsheets.   Excellent organizational, analytical, mathematical, and communication (oral and written) skills.  Good project management skills and ability to meet strict deadlines. Proficiency in Microsoft Word and Excel.  Experience using analytical software, databases, presentation graphics software and spreadsheets in support of investment analysis and performance reporting. The American Red Cross National Headquarters is an Equal Opportunity/Affirmative Action Employer. To apply, please visit www.redcross.org/jobs, click on Search Openings and enter 6965BR in the keyword field. EOE M/F/D/V