Senior Analyst, Portfolio Strategy & Risk
TOIGO Foundation, Ann Arbor, MI, United States
Position Summary
The Senior Analyst, Portfolio Strategy and Risk is responsible for the development and ongoing generation of reporting, investment analytics, and insights to support the department’s strategic objectives. The position supports asset allocation, liquidity management, and portfolio construction across Trust portfolios, and advances an investment risk framework through quantitative analysis and other investment tools.
Generates and interprets data, performs advanced analysis, draws conclusions from data, and creates and delivers custom reporting used by the Investment Office to support portfolio discussions and decisions.
Based in Ann Arbor office
Essential Functions
Lead delivery and participate in the evolution of team reporting that evaluates asset allocation, rebalancing, performance, portfolio and market risk, and policy adherence of Trust assets
Automate processes and report production
Participate in ongoing development and leveraging of the Trust’s investment systems (e.g., MSCI Total Plan Manager, Bloomberg, Microsoft Fabric, PowerBI)
Assist with the continuous process of assessing, enhancing and utilizing the team’s investment models such as those used for private market allocation pacing or risk factor analysis.
Generate sophisticated analysis to support insights on key portfolio drivers, performance attribution, areas of concern or unintended concentrations
Serve as the last line of defense on the quality of all SR analytic results
Track market events to proactively understand and evaluate their impact on the investment portfolio
Support portfolio strategy and asset allocation discussions by contributing analytical insights and portfolio research for senior investment leadership and committee materials
Actively participate in new investment idea generation and strategy evaluations
Produce research on specific areas of the portfolio or special topics to support investment decision-making
Support the operational and quantitative due diligence analysis of prospective or current Trust investments
Appropriately document procedures to generate recurring analytics and reporting content, in support of transparency and a strong internal control environment
This list details the Trust’s assignment of essential functions to this position. Other duties or tasks may be assigned to this position. This job description is subject to change at any time.
Technical Competencies
Preferred - Applied experience with at least one programming language (VBA, Python, R, etc)
Foundational understanding of investment risk, and risk analytics associated with various investment products including equities, fixed income, and alternative asset classes
Broad understanding of the macro environment and the spectrum of investment risk factors across asset classes, and how those factors can affect market returns
Strong analytical and quantitative skills, with extreme attention to detail and highest level of care to assure integrity of results
Highly proficient in personal computer skills (Excel, PowerPoint) and technology driven
Personal Effectiveness Competencies All employees of the Trust are expected to demonstrate relevant personal effectiveness competencies as specified in the Trust’s competency definitions.
Effective interpersonal communication skills. Ability to develop productive relationships across key constituents including the investment staff, finance staff, and service providers
Self-awareness, humility and strong appetite to learn something new each day
Minimum Required Experience Three (3) years of business experience in investment related role.
Preferred Experience Experience working with an institutional allocator, OCIO platform, endowment/foundation, pension, family office or multi-asset class investment manager
Education, Professional Certifications and Licensure
Bachelor’s degree in analytical discipline such as finance, economics, engineering or science is required
Desire to pursue, or progress towards Chartered Financial Analyst and/or a financial risk management certification (e.g., FRM)
Working Conditions and Physical Effort
The physical requirements for this position are typical of office work. Occasional travel as required. Hybrid work schedule.
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Generates and interprets data, performs advanced analysis, draws conclusions from data, and creates and delivers custom reporting used by the Investment Office to support portfolio discussions and decisions.
Based in Ann Arbor office
Essential Functions
Lead delivery and participate in the evolution of team reporting that evaluates asset allocation, rebalancing, performance, portfolio and market risk, and policy adherence of Trust assets
Automate processes and report production
Participate in ongoing development and leveraging of the Trust’s investment systems (e.g., MSCI Total Plan Manager, Bloomberg, Microsoft Fabric, PowerBI)
Assist with the continuous process of assessing, enhancing and utilizing the team’s investment models such as those used for private market allocation pacing or risk factor analysis.
Generate sophisticated analysis to support insights on key portfolio drivers, performance attribution, areas of concern or unintended concentrations
Serve as the last line of defense on the quality of all SR analytic results
Track market events to proactively understand and evaluate their impact on the investment portfolio
Support portfolio strategy and asset allocation discussions by contributing analytical insights and portfolio research for senior investment leadership and committee materials
Actively participate in new investment idea generation and strategy evaluations
Produce research on specific areas of the portfolio or special topics to support investment decision-making
Support the operational and quantitative due diligence analysis of prospective or current Trust investments
Appropriately document procedures to generate recurring analytics and reporting content, in support of transparency and a strong internal control environment
This list details the Trust’s assignment of essential functions to this position. Other duties or tasks may be assigned to this position. This job description is subject to change at any time.
Technical Competencies
Preferred - Applied experience with at least one programming language (VBA, Python, R, etc)
Foundational understanding of investment risk, and risk analytics associated with various investment products including equities, fixed income, and alternative asset classes
Broad understanding of the macro environment and the spectrum of investment risk factors across asset classes, and how those factors can affect market returns
Strong analytical and quantitative skills, with extreme attention to detail and highest level of care to assure integrity of results
Highly proficient in personal computer skills (Excel, PowerPoint) and technology driven
Personal Effectiveness Competencies All employees of the Trust are expected to demonstrate relevant personal effectiveness competencies as specified in the Trust’s competency definitions.
Effective interpersonal communication skills. Ability to develop productive relationships across key constituents including the investment staff, finance staff, and service providers
Self-awareness, humility and strong appetite to learn something new each day
Minimum Required Experience Three (3) years of business experience in investment related role.
Preferred Experience Experience working with an institutional allocator, OCIO platform, endowment/foundation, pension, family office or multi-asset class investment manager
Education, Professional Certifications and Licensure
Bachelor’s degree in analytical discipline such as finance, economics, engineering or science is required
Desire to pursue, or progress towards Chartered Financial Analyst and/or a financial risk management certification (e.g., FRM)
Working Conditions and Physical Effort
The physical requirements for this position are typical of office work. Occasional travel as required. Hybrid work schedule.
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