Investment Analyst-General

The State Universities Retirement System of Illinois (SURS) is one of the five state-funded retirement plans that provide retirement, survivor, death and disability benefits on behalf of approximately 245,000 members from 61 employers in Illinois, including state universities, community colleges and state agencies. As of June 30, 2022, SURS defined benefit plan was valued at approximately $22.6 billion while SURS RSP and DCP defined contribution plans were valued at approximately $3.5 billion and $8.5 million, respectively.

The Analyst assists other Investment staff in the selection, evaluation and ongoing monitoring of external investment managers.  Developing the knowledge and skill necessary for investment decision making and manager selection.  The Analyst focus on fixed income and equities.

Position:  Investment Analyst-General

Position Type:  Full-Time

Main Duties

• Assist in the ongoing monitoring and evaluation of passive accounts by conducting annual onsite/virtual due diligence and maintaining open dialogue with managers and bringing all relevant information and changes to senior staff.  Complete manager reviews in advance of investment committee meetings. Support Senior Investment Officer in the ongoing monitoring and evaluation of specified active accounts.
• Assist with the selection, evaluation, and monitoring of assigned investment managers and consultants by collecting information, creating metrics, attending meetings as needed.
• Complete special projects and reports as assigned as assigned during the year by conducting appropriate research, preparation of results, follow-up, etc., while working closely with investment staff.
• Continually develop an understanding/knowledge of investments through continued education including annual meetings/conferences, webinars, publications, and research from consultants and others on an ongoing basis.
• Assist with the administrative responsibilities in the investment department including quarterly/annual reports and legislative filings.

Required Qualifications

• Bachelor’s degree in business or closely related field
• One year of applicable experience or successful completion of six months as an Intern/Junior Investment Analyst
• Strong analytical and quantitative skills
• Good oral and written skill
• Strong computer skills

Preferred Qualifications

• Completion, progress towards completion or willingness to pursue CFA or CAIA designation

Location

• This is a hybrid position, a combination of remote work days and in office work days, based in Champaign, IL.

Application Process

To apply for this position, please click the apply button at the top of this job posting. Please fill out the online application and attach a copy of your resume and cover letter.