Job Title: Career Level: Senior Investment Analyst, Finance & Administration
Area(s):Deloitte Investment Office (Treasury): Investment analysis, management, and oversight of Deloitte/DTTS firms' investment portfolios - overall investment project management, external adviser/consultant liaison, and leadership reporting. Job Overview Support Deloitte's Chief Investment Officer and team responsible for providing investment guidance, strategy and recommendations to Deloitte Retirement Committee, DTTS Retirement Committee, Board of the Deloitte Foundation (collectively, "Governance Committees"), and Deloitte/DTTS Management. Assist with the development and delivery of periodic investment reports and insights to the Governance Committees and Management and conduct ongoing investment due diligence, oversight, and coordination of external investment advisors/consultants and underlying investments. Job Responsibilities
Assist with day-to-day oversight and monitoring of investment portfolios, including Deloitte Pension Plans, Deloitte Defined Contribution Plans, DTTS Pension Plan, DTTS Defined Contribution Plans, Deloitte Rabbi Trust portfolio, Deloitte Foundation portfolio, and Deloitte Cash Account (collectively, the "Portfolios")
Develop updates and analysis for Governance Committees and Management, including but not limited to investment research, strategic asset allocation decisions, liquidity preferences, risk/return objectives and performance of the relevant Portfolios' assets
Provide ongoing investment oversight and analysis of Portfolios and underlying investments, including monitoring net of fee returns, risk and/or funded status and reviewing most recent documentation for Portfolios' investments
Undertake investment strategy and/or asset-liability studies for the purpose of recommending long-term asset allocation objectives and permissible ranges for each asset class
Attend periodic meetings with investment advisers/consultants and underlying investment managers to capture meeting notes/minutes and formally track interactions in investment due diligence tracking tool
Coordinate with Deloitte's National Office of Independence and other parties involved with the financial management and investment of the Portfolios' assets
Act as liaison between the investment advisers/consultants and other parties involved with the financial management and investment of the Portfolios' assets
Monitor the Portfolios' asset allocations to ensure alignment with stated objectives
Partner with Investment Consultant on Defined Contribution Plan design and optimization initiatives
Work with the applicable investment advisers/consultants to carry out responsibilities for risk measurement, monitoring, and management of performance results
Periodically, conduct and report the results of an evaluation of the Investment Advisers'/consultants' performance
Serve as member/contributor of working groups developed to conduct special projects related to the Portfolios
Assist with the build-out and customization of investment due diligence tracking tool
Monitor industry trends to help inform any potential changes to investment objectives or strategy
Assist in the periodic review and updating of Investment Policy Statements and internal policies and procedures
Job Requirements/Qualifications
Graduation from an accredited four-year college or university with a bachelor's degree in Economics, Finance, Business or related field is required
Minimum of 2-4+ years of relevant generalist investment experience
Experience working on behalf of an Investment/Retirement Committee and/or Treasury function
Previous experience conducting due diligence assessments of third party investment managers on behalf of a Pension Plan/Foundation/Endowment Administrator
Previous experience working within the professional services industry with a focus on investment management
Strong client management and consulting experience
Previous experience developing policies/procedures and navigating regulatory requirements (e.g., ERISA)
Strong oral and written communication skills, including presentation skills
Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
Works proactively; is solution-driven; responds promptly to management outreach
Skilled with Microsoft Office Suite (Excel, Word, and PowerPoint), investment data platforms, and Tableau; adept with learning new technologies
Ability to work independently
Well organized and has a high degree of focus on details and logistics
Master's Degree and/or CFA Certification desirable, though not required
Preferred office location in the Boston/Stamford/NYC/Chicago/DC/Philadelphia
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Deloitte is led by a purpose: to make an impact that matters. This purpose... defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you’re applying to.
