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Investment Analyst
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Overview:
Treasury is responsible for the cash and investment management activities of the AARP enterprise. This includes maintaining sufficient liquidity for operating needs, maximizing earnings on investments within policy guidelines and efficiently processing daily transactions.
The Investment Analyst assists with the management of a broadly diversified portfolio including investments in various asset classes such as public equity, fixed income, hedge funds, private equity, real assets and private credit. Compile data and prepare reports on portfolio valuations, holdings, fees, other investment information, for use by investment staff, committees, and boards. Conduct quantitative and qualitative due diligence on existing and prospective funds.Responsibilities:
Preferred:
AARP will not sponsor an employment visa for this position at this time.
Additional Requirements
Hybrid Work Environment
AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.
Compensation and Benefits
AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement.
AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation's largest-circulation publications, AARP The Magazine and the AARP Bulletin.
Treasury is responsible for the cash and investment management activities of the AARP enterprise. This includes maintaining sufficient liquidity for operating needs, maximizing earnings on investments within policy guidelines and efficiently processing daily transactions.
The Investment Analyst assists with the management of a broadly diversified portfolio including investments in various asset classes such as public equity, fixed income, hedge funds, private equity, real assets and private credit. Compile data and prepare reports on portfolio valuations, holdings, fees, other investment information, for use by investment staff, committees, and boards. Conduct quantitative and qualitative due diligence on existing and prospective funds.
- Research, analyze, and evaluate investment opportunities in various asset classes leading to preparation of investment recommendations.
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Assist in due diligence by coordinating manager meetings, preparing relevant reports in advance of investment manager meetings, attending annual meetings or onsite meetings, and documenting meeting notes.
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Conduct quantitative performance/risk analysis on portfolio and investments.
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Conduct research on trending topics by gathering and summarizing data, writing whitepapers.
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Prepare investment materials for Investment Committee members, Board members, and internal/external stakeholders
- Act as a liaison between the investment team and external consultants in order to prepare monthly and quarterly data feeds needed by our consultants.
- Bachelor’s degree in Economics, Finance, Business Administration, or related field, with 2+ years of relevant experience.
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Proficiency in Microsoft Excel and Office Suite.
- Strong communication skills with all levels of management and stakeholders.
Preferred:
- CFA or CFE candidate
AARP will not sponsor an employment visa for this position at this time.
Additional Requirements
- Regular and reliable job attendance
- Effective verbal and written communication skills
- Exhibit respect and understanding of others to maintain professional relationships
- Independent judgement in evaluation options to make sound decisions
- In office/open office environment with the ability to work effectively surrounded by moderate noise
Hybrid Work Environment
AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.
Compensation and Benefits
AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement.
Equal Employment Opportunity
AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.
AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.
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