Description:
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
The opportunity
The Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management and Client Services team as well as other partners throughout the organization. The Analyst will support Portfolio Managers in the overall development and implementation of client timberland investment strategies and service of client accounts. This will include analysis (investment, operations, market, etc.) of existing and hypothetical client portfolios with key goals being optimization of portfolio performance, insurance that objectives and constraints in client investment management agreements are met and drivers of past and future performance are understood and communicated effectively.
Responsibilities:
- Point person (along with Portfolio Manager) for all client portfolio analytics
- Evaluate historical and projected portfolio performance
- Evaluate acquisition and disposition opportunities
- Work closely and communicate regularly with operations, research, resource planning accounting and other teams to gain understanding of investment performance drivers
- Author management discussion and analysis to accompany financial reports for assigned portfolios
- Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings
- Respond to client questions and requests for analytics and data
- Assist Portfolio Managers in the development and implementation of acquisition funding strategies, including: preparing investment offering materials and operating and financial model development
- Monitor economics of global timberland markets
- Improve analytical processes and reporting capabilities
- Review and analyze property budgets and long-term management plans
- Other ad hoc duties may be assigned as necessary to assist in the development and management of client portfolios as well as all aspects of the client relationship
- Up to 20% business travel required
What motivates you?
- You obsess about customers, listen, engage and act for their benefit
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes
- You thrive in teams and enjoy getting things done together
- You take ownership and build solutions, focusing on what matters
- You do what is right, work with integrity and speak up
- You share your humanity, helping us build a diverse and inclusive work environment for everyone
What we are looking for:
- Understanding and appreciation of fiduciary responsibility
- Commitment to SRI/ESG ethic
- Related work experience will be an advantage. Additional experience is desirable
- Bachelor’s degree in business administration, economics, finance, forestry, or agriculture
- Graduate degree in business administration, economics, finance, forestry, or agriculture is desirable
- Progress toward or plan to attain CFA or CAIA designation is expected
- Familiarity with investment reporting and performance measurement is desirable.
- Excellent analytical skills, and comfort performing analyses with various systems that house investment data. The ability to enhance and improve such systems is a plus
- Excellent verbal and written communications skills
- Excellent presentation skills
- Client service orientation. Prior experience working with clients in an advisory role will be an advantage
- Ability to work at all levels in an organization, have excellent relationship building skills, and be a team player
- Organizational skills and the ability to efficiently handle several diverse tasks at the same time to meet required deadlines