Senior Investment Analyst 2025

State of Wyoming

  • Cheyenne, WY
  • $6,696-7,440 per month
  • Permanent
  • Full-time
  • 22 days ago
Description and FunctionsOpen Until FilledGENERAL DESCRIPTION:This position is responsible for conducting investment research and analysis in support of the investment strategy objectives of assigned investment classes. The Wyoming Retirement System (WRS) portfolio is comprised of externally managed funds with Investment Staff having discretionary authority over all investments. This position will support the Chief Investment Officer, Senior Investment Officers, Investment Officer, and work with Investment Analysts. This position must utilize industry-standard software to research potential investments and monitor existing money managers. The Senior Investment Analyst is responsible for mentoring and training Investment Analysts and Interns.Human Resource Contact: Ryan Scheer, , 307-777-8570ESSENTIAL FUNCTIONS: The listed functions are illustrative only and are not intended to describe every function which may be performed in the job level.
  • Reads and evaluates reports from research companies to maintain knowledge of market trends and to gain insight into managers' strategies.
  • Conducts on-site investment manager visits with WRS Investment Officers and attends pertinent industry conferences.
  • Assists the Senior Investment Team on annual manager review, monitoring of investment performance, and risk monitoring of the assigned asset class. Analyzes research on various managers and investment strategies.
  • Develop detailed reports and presentations in response to ad hoc project requests required for executing the mission of the Investment Department.
  • Assists in the development and compilation of WRS Board Meeting investment-related materials.
  • Works with Investment Officers to conduct due diligence on existing and prospective managers of the system. Produces independent, quantifiable recommendations supported by this research
  • Provides guidance and assists in the training of Investment Analyst roles and Interns. Assists in the onboarding of new analysts and provides them with job tools and agency overview.
Qualifications**AGENCY REQUIREMENTS:A cover letter and resume are required for this position.KNOWLEDGE:
  • Broad knowledge of investment instruments across all asset classes including a thorough understanding of financial markets concepts and principles.
  • Knowledge of equity and fixed income security analysis and valuation techniques.
  • General computer literacy including advanced Excel skills and proficiency in word processing and presentation software packages.
  • Commitment to teamwork and culture of excellence.
  • Superb work ethic, attention to detail, and commitment to the team and organization's goals.
  • Knowledge of investment characteristics and economic drivers of common investments.
  • Technical expertise for the assigned asset class.
  • Basic understanding of factors influencing asset allocation.
  • Understanding the comparison of manager exposure relative to common benchmarks/index characteristics.
MINIMUM QUALIFICATIONS:Education:
Bachelor's Degree (typically in Finance, Business, or Economics)Experience:
3+ years of progressive work experience (typically in Finance, Business, or Economics) with the acquired knowledge of an AnalystCertificates, Licenses, Registrations:
Passage of Level I of the Chartered Financial Analyst (CFA) Program and/or MBA (or Master's Degree in a related field of study)Necessary Special RequirementsPHYSICAL WORKING CONDITIONS:
  • Office setting
  • Some travel will be required for board meetings, conferences, and due diligence trips.
NOTES:
  • FLSA: Exempt
  • Hiring will be contingent upon the successful passage of a background check.
  • Statutory authority allows for a maximum monthly salary of up to $9,300 per month for this position.
  • This position is eligible for performance compensation (WY Stat ยง 9-3-406) of up to 35% of base salary, depending on total portfolio return relative to the benchmark.
  • This position is At-Will and is appointed by and serves at the pleasure of the CIO.
Supplemental InformationVisit our websiteClick to view the State of Wyoming Classification and Pay Structure.URL:The State of Wyoming is an Equal Opportunity Employer and actively supports the ADA and reasonably accommodates qualified applicants with disabilities.Class Specifications are subject to change, please refer to the A & I HRD Website to ensure that you have the most recent version.Working for the State of Wyoming provides employees with a range of valuable benefits and offers a fulfilling career path. Employees enjoy comprehensive healthcare coverage, including medical, dental, and vision plans, ensuring their well-being and that of their families. Additionally, the state offers multiple retirement plans, which provide financial security and stability for employees once their career in public services comes to an end. the state recognizes the importance of personal time and offers generous paid time off and flexible arrangements, allowing employees to recharge, take care of personal matters, and maintain a healthy work-life integration.There are many benefits to living and working in Wyoming. Beautiful country with wide-open spaces, clean air, great recreational activities, and no State income tax to mention a few!to learn more!

State of Wyoming