We are searching for a driven Investment Analyst to join our growing team at Agility Outsourced Chief Investment Officer in Denver, CO.
Growing your career as a Full Time Investment Analyst is an amazing opportunity to develop relevant skills.
If you are strong in problem-solving, leadership and have the right drive for the job, then apply for the position of Investment Analyst at Agility Outsourced Chief Investment Officer today!
Agility is seeking a full-time Analyst to join the group's Private Capital team. The Analyst reports directly to the Portfolio Managers and will play a critical role in managing and investing client portfolios across asset classes, with a primary focus and responsibility for the Private Capital component of clients' portfolios. This opportunity provides great exposure to the private equity manager universe and a fast-paced office environment. This position will be located at Agility's Denver office. This will be a hybrid role working at least three days a week in the office with the option for remote work up to two days a week.
Responsibilities Include: Proactively assist senior staff with the investment function: sourcing managers, direct co-investments, executing due diligence processes on new investments, developing and maintaining models and spreadsheets, and assisting with general portfolio management responsibilities. Assist in managing existing investments and generating analysis on client portfolios. Conduct specialized research on industry trends and specific investment strategies. Create/update models to help track various internal data including – investment pipelines, client returns, client cash flows, and risk information. Attend annual meetings and conferences and develop a network of outside investment professionals to help the Agility team with due diligence and industry intelligence. Support business development activities of the Firm. Assume ownership of various ad-hoc projects. Desired Minimum Skills and Background: Undergraduate or Graduate business degree with a strong academic track record. CFA designation, or progress towards CFA credentials, is strongly preferred. 1-3 years of work experience in financial services; asset management experience a plus. Understanding of capital markets, investment theory and practice, and the investment management industry. Ability to work independently in a fast-paced environment. Excellent oral and written communication and presentation skills. Strong knowledge of MS Excel, PowerPoint, and Word. Positive outlook, attention to detail, and strong work ethic. Comfortable with global business travel. Salary Range: $70,000-$80,000
The individual will be eligible for an annual discretionary bonus and participation in the Firm's health insurance plans, including medical, dental, and vision coverage, and participation in the Firm's 401(k) plan. Individuals will also be eligible for paid time off, including vacation days, sick days, parental leave, and any additional benefits required by applicable federal, state, or local law. Agility Description: Agility is an award-winning Outsourced Chief Investment Officer providing investment management services to endowments, foundations, families and other institutional investors. The firm invests in strategies across public markets (equities and fixed income), real assets, absolute return, and private capital and manages approximately $14.3 billion as of February 28, 2023. Agility is headquartered in Denver with additional offices in New York and Austin. For more information on Agility, please visit:
Benefits of working as a Investment Analyst in Denver, CO:
? Company offers great benefits
? Advancement opportunities
? Advantageous package
? Remote Work opportunity
