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Back Investment Officer (Private Equity)
Career Insights for Investment / Portfolio Analyst
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$97,573 / year median in New York
-3% projected decline
Job Description
Org. Setting and ReportingThe United Nations Secretary-General is responsible for the investment of the assets of the United Nations Joint Staff Pension Fund (UNJSPF). The Secretary-General has delegated this responsibility to the Representative of the Secretary-General for the investment of the assets of the UNJSPF (RSG). The RSG heads the Office of Investment Management (OIM), which manages a $100+ billion multi-asset class, global investment portfolio, about 85% of which is actively managed in-house. Asset classes under management comprise global equities, fixed income, foreign exchange, private equity, real estate, infrastructure, timber and commodities. OIM's staff are all based in New York but come from over 40 countries. For more information please visit OIM's website at https://oim.unjspf.org/. This position is located in the Private Markets, Private Equity Team, which includes Private Equity and Private Credits. The incumbent reports directly to the Senior Investment Officer of the Private Equity Team. ResponsibilitiesThe private markets portfolio of the UNJSPF consists of over 200 investments in private open-ended and closed-ended private markets funds (including private equity, real estate and real assets). Under the overall supervision of the Senior Investment Officer (SIO), the incumbent will be responsible for the following functions: 1. Assists the Senior Investment Officer (SIO) to manage and invest the assets of the Fund in private equity and real assets markets. a. Balances long-term strategic goals with short-term performance objectives to outperform return benchmarks. b. Monitors the various portfolio holdings and conduct appropriate security analysis at the direction of the SIO. c. Complies with risk control parameters as delineated in the investments Policy and Procedures Manual with a goal to produce the optimal investment return that avoids undue risk. d. Integrates Principles of Responsible Investments into investment analysis and monitor both internally and externally managed holdings, subject to OIM's standards of fiduciary responsibility to the Fund. e. Conducts portfolio review periodically and presents in the Portfolio Review Meeting. f. Conducts portfolio analysis using risk tools and analytical tools. 2. Conducts careful and thorough investment research: a. Performs fundamental analysis through financial statements, market news, and other available information. b. Reviews investment research and discuss with strategists, economists, security analysts through the Advisors/Research Providers. d. Attends investment conferences and Seminars to access to academia and industry experts. e. Assists in evaluating the quality of the advice of recommendations submitted by the Fund's research provider and appraise performance of external managers employed in the region. 3. Contributes to specific investment recommendations a. Ensures Fund's four investments criteria; i.e. safety, profitability, liquidity, and convertibility, b. Contributes to making specific investment recommendations to achieve optimum investment performance with carefully review of the portfolio's investment objectives and risk tolerance, c. Presents and discusses investment recommendations to SIO of the relevant asset class/region, d. Participates in the discussions and development of investment recommendations for asset allocation for the Fund. 4. Reporting a. Assists in the preparation of reports accurately and timely to the Representative of the Secretary-General for the Investments of the UNJSPF and Director of OIM when requested. b. Assists the Director of the Investment Management Division in reporting on investments and related matters to governing bodies. Competencies
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Professionalism:
Has demonstrated ability and strong knowledge of financial modeling, financial statement analysis, and presentation creation. Has sound familiarity with valuation analysis as well as use of financial/informational tools such as Bloomberg, Pitchbook, etc. Has strong Microsoft Excel and Power Point skills. Exhibits good familiarity and knowledge of private markets' investing. Has ability to work under pressure accurately, efficiently, and effectively. Has the highest level of integrity. Shows pride in work and in achievements; demonstrates professional competence and mastery of subject matter; is conscientious and efficient in meeting commitments, observing deadlines and achieving results; is motivated by professional rather than personal concerns; shows persistence when faced with difficult problems or challenges; remains calm in stressful situations. Takes responsibility for incorporating gender perspectives and ensuring the equal participation of women and men in all areas of work.
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Teamwork:
Works collaboratively with colleagues to achieve organizational goals; solicits input by genuinely valuing others' ideas and expertise; is willing to learn from others; places team agenda before personal agenda; supports and acts in accordance with final group decision, even when such decisions may not entirely reflect own position; shares credit for team accomplishments and accepts joint responsibility for team shortcomings.
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Accountability:
Takes ownership of all responsibilities and honours commitments; Delivers outputs for which one has responsibility within prescribed time, cost and quality standards; Operates in compliance with organizational regulations and rules; Supports subordinates, provides oversight and takes responsibility for delegated assignments; Takes personal responsibility for his/her own shortcomings and those of the work unit, where applicable. EducationAdvanced university degree (Master's degree or equivalent) in Business and Administration (MBA), Finance , Economics or related field is required. A first-level university degree in combination with additional two years of qualifying experience may be accepted in lieu of the advanced university degree. Chartered Financial Analyst (CFA) designation is desirable. Job - Specific QualificationNot available. Work ExperienceA minimum of five (5) years of progressively responsible experience in (i) quantitative investment analysis, (ii) qualitative investment analysis, (iii) portfolio management, (iv) portfolio analytics, and (v) legal negotiations is required. Investment experience working at a private equity or private credit investment firm is desirable. Investment experience working at an Institutional Investor Organization such as Pension funds, Endowments, Foundations is desirable. Investment experience working at an investment banking or consulting firm is desirable LanguagesEnglish and French are the working languages of the United Nations Secretariat. For this job opening, English is required. There are no additional desirable languages specified. The table below shows the minimum required level for each skill in these languages, according to the UN Language Framework (please consult https://languages.un.org for details). Venture Capital ๐ ๐๐ถ๐๐ฐ๐ผ๐๐ฒ๐ฟ ๐๐ผ๐ ๐๐ผ ๐๐ฒ๐ ๐ฎ ๐๐ผ๐ฏ ๐ถ๐ป ๐๐ต๐ฒ ๐จ๐ก ๐ถ๐ป ๐ฎ๐ฌ๐ฎ๐ฏ! ๐๐ค ๐ฅ๐ฒ๐ฎ๐ฑ ๐ผ๐๐ฟ ๐ก๐๐ช ๐ฅ๐ฒ๐ฐ๐ฟ๐๐ถ๐๐บ๐ฒ๐ป๐ ๐๐๐ถ๐ฑ๐ฒ ๐๐ผ ๐๐ต๐ฒ ๐จ๐ก ๐ฎ๐ฌ๐ฎ๐ฏ ๐๐ถ๐๐ต ๐๐ฒ๐๐ ๐๐ฎ๐บ๐ฝ๐น๐ฒ๐ ๐ณ๐ผ๐ฟ ๐จ๐ก๐๐๐ฅ, ๐ช๐๐ฃ, ๐จ๐ก๐๐๐๐, ๐จ๐ก๐๐ฆ๐ฆ, ๐จ๐ก๐๐ฃ๐, ๐๐ข๐ ๐ฎ๐ป๐ฑ ๐ผ๐๐ต๐ฒ๐ฟ๐! ๐ โ ๏ธ ๐๐ก๐๐ง๐ ๐ ๐๐จ๐ฎ๐ซ ๐๐ข๐๐ ๐๐จ๐ฐ: ๐๐จ๐ฐ๐๐ซ๐๐ฎ๐ฅ ๐๐๐๐ก๐ง๐ข๐ช๐ฎ๐๐ฌ ๐ก๐จ๐ฐ ๐ญ๐จ ๐ ๐๐ญ ๐ ๐ฃ๐จ๐ ๐ข๐ง ๐ญ๐ก๐ ๐๐ง๐ข๐ญ๐๐ ๐๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐๐!
Benefits
- Dental Insurance