National Association of State Retirement Administrators


Position Information

Senior Investment Analyst
We are pleased to assist our client, the State of Utah School and Institutional Trust Funds Office (SITFO) in finding their next Senior Investment Analyst. SITFO is an independent team of investors working to create a brighter future and more equitable present for Utah’s education programs. As of June 30, 2022, SITFO held AUM of just over $3.2 billion.
The Senior Investment Analyst will be joining a high-functioning and collegial investment team playing an integral role in the investment process, including diligence on new and existing public and private equity investment managers. Team members are expected to bring the skills and experience necessary to make quantitative and qualitative assessments of investment teams and strategies, participate in portfolio construction discussions, and present to the Board of Trustees. This person will work closely with the Director/CIO and other investment staff members.  The Senior Investment Analyst is expected to be, above all, a team player who is a hands-on contributor that supports the continued intellectual growth of the office.

To learn more about the Responsibilities and Preferred Qualifications please view the link below:

Position Specifications

To apply please send your resume to Tamara at tamara.wesely@eflassociates.com.
Position: Senior Investment Analyst
Organization: State of Utah School and Institutional Trust Funds Office (SITFO)
Location: Salt Lake City,  UT 
United States
Salary: $95,129-$179,086
Posting Start Date: 8/8/2023
Date Posted: 9/18/2023
Requirements Key Duties and Opportunities include:
• A seat at the table and expectation of contributing to team discussions and decisions.
• The Senior Investment Analyst will have direct access and exposure to leadership and mentoring.
• The Senior Investment Analyst will work exclusively with a group of approachable investment professionals who strive to practice self-awareness and self-improvement.
• Perform investment and operational due diligence on prospective and existing equity-oriented investments across multiple strategy types, liquidity profiles, and fund structures in collaboration with external consultants and the SITFO team.
• Independently create qualitative and quantitative analysis as part of identification, evaluation, due diligence, and monitoring of investment managers.
• Utilize investment software such as eVestment Venn, MPI, Burgiss, or similar, to research and perform analyses on portfolios, strategies, and managers.
Status: This listing expires on: 11/17/2023
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Organization Information
Name:
State of Utah School and Institutional Trust Funds Office (SITFO)
Address:


Salt Lake City,  UT 84101
United States
Email:
tamara.wesely@eflassociates.com
Phone:
Fax:
Contact:
Tamara Wesely