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Family Office Investment Analyst

Company: Synovus Financial Corp.
Location: Columbus
Posted on: November 11, 2019

Job Description:

Job Summary:

The Family Office Investment Analyst exists to support the Investment group through research and development of recommendations to portfolio managers. All research and recommendations are geared toward Ultra-High Net Worth Investors and requires the Investment Analyst to: 1) utilize investment knowledge and analytical background to research, track, and monitor external managers and funds, asset allocation, market conditions, and trading decisions; 2) conduct a variety of quantitative and qualitative research and perform analysis on any or all available types of securities; 3) provide ongoing coverage of assigned asset classes or strategies; 4) assists in analyzing the composition of investment portfolios and the development of recommended portfolio strategies to fulfill investment responsibilities; 5) review and analyze client investment exposure levels, investment plans, and market conditions to derive recommendation for client assets; 6) analyzes various forms of information, provide input, and contribute to some or all communication to the team and/or client; and 7) provide analytical support and assistance to The Family Office which may include, but is not limited to, initial review, recommendation, creation, implementation, documentation, monitoring, and communication of client portfolios. The Investment Analyst is expected to be knowledgeable of investment software and solutions and stay abreast of trends within the industry and to contribute to the team accordingly.

Job Duties and Responsibilities:

Work with Investments group to support investment research. This includes market/economic research, creation of charts, and due diligence of outside investment managers to help with the development of asset allocation changes to established investment models. Compile market and economic data into actionable research reports and spreadsheets.

Assist in the monitoring of established investment models and existing public and private investment managers. Take existing manager and investment model allocations and build out a template that can be automated. Run analytical reports to display risk and return profiles.

Research market changes based on economic and industry analysis.

Conduct performance and data analysis, fund research and selection, develop recommendations, and support overall client activities.

Conduct research; collect and organize fund and investment data from various sources; use multiple methods, concepts and systems to analyze data; ensure the appropriate level of due diligence is performed, and risk is identified; consider and mitigate risk in the best interest of the company and the client.

Present research data to various committees and senior management to aid in the decision-making process. Help prepare for new manager due diligence, calls, write ups, and collection of supporting documentation. Assist with execution of new manager implementation and maintenance.

Stay aware of trends, company, and regulatory changes that governs the way business is conducted. Work with management to assess the impact of any changes and recommend appropriate course of action to ensure continuous compliance. Ensure all related documents are updated accordingly and disseminated promptly.

May serve as the subject matter expert for the area under coverage. Present investment recommendations to the team. Develop and maintain advanced knowledge of portfolio risk modeling techniques and financial analysis methodologies as part of the investment management process.

Collaborate with senior team members in developing materials for internal and external communications and market portfolio attributes.

Calculate and monitor the performance attribution and characteristics of several different investment products spanning fixed income, equities, and asset allocation. Conduct analysis and create reports and presentations to support investment-related information requests.

Assist in maintaining, modifying, and reporting performance attributes and statistics of existing quantitative models and potentially develop in-house models based on capacity. Assists with management and quantification of risk exposures and support investment decisions across investment portfolios. Track financial markets and macro-economic data in support of both strategic and tactical asset allocation decisions.

At the direction of Portfolio Managers, build new investment proposals for prospects and new clients utilizing Excel, PowerPoint, and other programs. Model proposed allocations and scenario analysis. Update charts and bullet points for investment section of pitch books. Build reports/books for client or other related meetings. Participate in client investment review meetings.

For clients with a preference towards socially responsible investing, screen and help build out equity portfolios at the direction of Portfolio Managers

Calculate and enter trades on investment platform, monitor cash flows and raise/invest cash as needed, rebalance and move securities and money as required. Ensure all trades and related activates are following company compliance and regulatory guidelines.

Provide direct support to Portfolio Managers regarding investment strategies including portfolio maintenance, client communication, tactical portfolio positioning, and investment changes.

Assist Portfolio Managers in researching trade issues including scanning and filing documentation as required.

Provide asset and performance reporting to clients as requested.

Interact with internal and external clients and participate in marketing and sales meetings as appropriate. Generate portfolio updates along with rationale to internal and external customers.

Assist with tracking the on-boarding and execution of new client investment solutions.

Assist with updating and maintaining marketing materials including sample client books, pitch books and other ongoing branded information. Develop and respond to request for proposals from organizations and/or families through the close engagement of key team members.

Assist in the preparation and updates of materials for monthly investment committee meetings including minutes and agendas for Investment Policy Committee (IPC) meetings.

Participate or take lead on various projects for the Investment group or Family Office team.

Maintain an accurate and quick reference library/database.

May be asked to develop and calculate investment performance models and composites. Prepare and presents statistical, financial, and other trend data to senior management or Investment team. Interpret the data and provide explanations, recommendation, or assumptions for considerations. Prepare periodic written analysis on investment performance and evaluations.

Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.

Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer supporting diversity in the workplace.

Minimum Education:

Bachelor's Degree in Finance, Economics, Accounting, or related field.

Minimum Experience:

Two (2) years of experience in investment services with an emphasis on investment analysis OR an equivalent combination of education and experience such as MBA and internship

Required Knowledge, Skills, & Abilities:

Knowledge of regulatory guidelines and laws governing the investment industry.

Self starter with strong sense

Keywords: Synovus Financial Corp., Columbus , Family Office Investment Analyst, Administration, Clerical , Columbus, Georgia

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