Investment Analyst - Liquid Alternatives
Posted on: September 21, 2023
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The Investment Analyst - Liquid Alternatives is a member of the UPS
Investments Group (UPSIG), which is responsible for the investment
activity of UPS's US Defined Benefit Pension Plans. The Investment
Analyst provides a significant level of support (e.g., research,
recommendations, analysis, etc.) for the Portfolio Managers (PMs)
and Investments Director. He/She researches and analyzes data to
support the senior Investments staff in making critical investment,
portfolio management, and strategic planning decisions. This
position researches and analyzes information specifically for the
Liquid Alternatives portfolio in support of due diligence
activities and provides recommendations (e.g., investment
strategies, managers, tools, etc.) to senior Investments staff.
The Investment Analyst - Liquid Alternatives position is a part of
the Investments group and supports efforts related to that specific
discipline. He/She is responsible for reporting, financial
modeling, research, market analysis, fee and expense analysis,
manager due diligence and various ad hoc projects based on defined
investment objectives. The Investment Analyst actively participates
in discussions regarding portfolio composition, potential
asset/investment managers, and macro-economic conditions including
potential impact on the portfolio. He/She enjoys working in a
collaborative environment, is organized, can work self-directed,
and has desire to learn about alternative investment
characteristics (particularly, in the Hedge Fund space) and
modeling approaches. This position must have working knowledge of
programming (e.g., Python, R, Java) and strong knowledge of
Microsoft Excel and Microsoft Power Point as well as strong verbal
and written skills.
- Implements reporting schedules to satisfy the asset class
reporting obligations in a timely manner.
- Monitors investment performance (return and risk) with
established metrics (e.g., benchmarks, expected risks and returns,
scenario analysis, drawdown analysis/stress test, etc.) to ensure
investments perform as expected, enable timely corrective action,
and minimize negative exposure.
- Performs research and analysis on investment strategies to
provide senior Investments staff with a current view of the
- Collaborates with the Portfolio Manager to identify key
characteristics by asset class and to develop screening tools for
efficient and effective evaluation of investment opportunities.
- Reviews investment offerings to identify potential investment
strategies that meet portfolio objectives.
- Collaborates with the team to conduct specific asset class
research (e.g., portfolio construction, performance, risk exposure,
etc.), evaluate alternative approaches, identify improvement areas,
and develop documented recommendations.
- Maintains a dialogue with industry participants to develop
insights into existing investment managers, cultivate new external
investment manager relationships, and identify best practices.
- Bachelor's Degree in a quantitative discipline such as,
Finance, Economics, Computer Science, Math, Physics, Engineering or
a related field.
- Working knowledge of Python, R, Java (or other programming
languages), with a good understanding of object-oriented
programming and/or functional programing.
- 1-2 years of experience in an Investments or Finance related
- Completed CFA Level 1 exam ( The Investment Analyst will be
encouraged to obtain the CFA designation followed by the CAIA
UPS is committed to providing a workplace free of discrimination,
harassment, and retaliation.
Employer will sponsor visas for specific positions. UPS is an equal
opportunity employer. UPS does not discriminate on the basis of
origin/veteran/disability/age/sexual orientation/gender identity or
any other characteristic protected by law.
Must be a U.S. Citizen or National of the U.S., an alien lawfully
admitted for permanent residence, or an alien authorized to work in
the U.S. for this employer.
Keywords: UPS, Atlanta , Investment Analyst - Liquid Alternatives, Professions , Atlanta, Georgia
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