The successful candidate in this position is responsible for analyzing potential trades, performing portfolio analytics and credit analysis, and assisting the Portfolio Manager in the development of the investment portfolio strategy to invest liquid funds. Resources to do the job require knowledge of credit and ability to interpret balance sheets. Position requires strong written and verbal communication skills.
- Assists in the creation and presentation of materials to senior management and board committee. Materials include credit reports, investment portfolio events and industry trends.
- Provides support for project work, as well as annual budget projections, quarterly forecasts and business plan preparation.