New

Associate Investment Analyst

Ampcus, Inc
United States, New York, White Plains
May 07, 2025
Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: Associate Investment Analyst Location(s): White plains, NY Project Overview This role will support the Director, Investments within the Authority's Treasury group. Investments primarily manages Treasury's internal fixed income portfolio, Other Post-Employment Benefits Trust, and related reporting. Job Functions & Responsibilities Assist in trade settlement, reporting and analysis of the Authority's investment $1 billion + fixed income portfolios according to standards established in the Authority's Investment Guidelines. Assist in trade settlement, reporting and analysis of the Captive Insurance Company's investment portfolio according to standards established in the Captive Insurance Company Investment Policy. Assist in preparation of reporting and fee payment and tracking of the Other Post Employment Benefits Trust Funds. Specific responsibilities include but not limited to the following: Monitor fund onboarding and performances; Assist rebalancing execution; Coordinate and attend portfolio review meetings. Support the management of all external relationships and represent the Authority with brokers, fund managers, consultants and investment advisors. Assist in the preparation of monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies. Assist validation of market value of all internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer. Prepare documentation for all investment-related audit requests conducted internally or externally. Skills Requirements: Strong written and verbal communication and persuasion skills. - the ability to proactively engage and talk comfortably with anyone from immediate colleagues to remote working groups, and from recent graduates to upper management. Well-organized and customer focused to ensure high level of responsiveness to management, customer and other department requests. Ability to prioritize and plan work accordingly to deliver results in a timely manner. Demonstrated advanced analytical (i.e. Excel) skills with an ability to evaluate large volumes of data, handle complex tasks and interpret trends. Experience or demonstrated aptitude with ERP and/or Treasury management software or databases. Education & Certifications Bachelor's Degree (B.A./B.S.) required. Management, Finance, EngineeringAccounting, or related field, preferred. Advanced specialty degree or Master of Business a plus. Ampcus is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veterans or individuals with disabilities.