Description

This Investment Analyst position will be supporting the growing investment activities of Burns & McDonnell across a variety of asset classes, including strategies in cash & short-term investments, fixed income, public equities, alternatives, and other investments that are strategic to the business.

Responsibilities

• Support and maintain Investment Policy Statements and supporting schedules for various investment portfolios, such as the Corporate Balance Sheet, Foundation, and Employee Stock Ownership Plan.

• Prepare and maintain reporting on the investment portfolio performance and risk on a regular basis to be reviewed by company leadership.

• Review and analyze performance of investments to develop actionable insights. Assist with preparing recommendations regarding portfolio activities and investment strategies to company leadership.

• Leverage and maintain technology solutions, as applicable, to efficiently monitor and report investment portfolio performance and risk.

• Evaluate prospective investment opportunities through in-depth financial modeling, market research, legal review, and other due diligence activities, including alternative assets such as real estate and private equity.

• Review and perform research in overall capital markets and the industry, and develop relevant conclusions to inform decisions on investments and corporate finance activities.

• Coordinate with external investment advisors and investment managers to carry out investment plans.

• Prepare and maintain cash flow forecasts to inform investment allocation recommendations.

• Other duties as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business is required.

• Minimum of 3 years of experience in investment analysis and reporting, portfolio management, financial modeling, and/or other financial analysis

• Ability to apply a range of software tools, including models, spreadsheets, and databases, to perform analysis and communicate findings in a compelling way.

• Ability to clearly communicate both verbal and written technical information.

• Strong attention to detail and the ability to follow complex requests.

• Progress towards an advanced degree or designation, such as an MBA or Chartered Financial Analyst (CFA) is desirable, but not required.

• Experience in private equity, venture capital, M&A, and/or real estate is desirable, but not required.

• Expert in Microsoft Word, Excel, and Power Point.

EEO/Minorities/Females/Disabled/Veterans

Job Business Analysts

Primary Location US-MO-Kansas City

Schedule: Full-time

Travel: No

Req ID: 222334

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