The analyst will evaluate existing and potential new investments and managers across all asset classes, prepare reports and support analysis for recommendations to Senior Management as well as assist in enhancing and maintaining the System Investment models and analytical tools used to monitor portfolio performance, asset allocation and exposures, cash flows and liquidity.
Contribute to the financial success of FBL by researching, developing and executing, under the guidance of the portfolio manager, investment portfolio strategies and specific securities transactions for various portfolios.
Provide compliance and legal support and guidance to the LFN Managed Account business, IA Compliance program and AVP, Advisory Compliance, including facilitating reviews of compliance policies and procedures, compliance testing, year-end reporting, assisting with investment advisory compliance policies, suitability and surveillance processes, and consulting with LFN Investment Advisory business partners.
You will help provide solutions and execute implementation of business requirements to ensure the readiness, integrity and quality of the data required in these interfaces to achieve client, business and regulatory needs.
Provide monitoring and oversight of the current lineup of investment managers, ensuring that investment managers are delivering upon expectations and in accordance with their designated investment guidelines.
In this role, the selected candidate will supervise accounting for and reconciliation of cash, investments and intercompany transactions; assist with the migration of historical accounting records into SunGard Investran accounting software.
As a Senior Investment Analyst, you will work with senior consultants to provide first class advice to a range of clients on a variety of services which include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.
Support loan asset management initiatives of the existing real estate debt portfolio including borrower requests, third party investor compliance, internal reporting, post-closing requirements, lease reviews, draw requests, loan boarding, and portfolio surveillance.