UPS | Hiring | Investment Analyst | Atlanta, GA | BigDataKB.com | 2022-09-29

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Job Location: Atlanta, GA

Job Summary

This position is a member of the UPS Investments Group (UPSIG), which is responsible for the investment activity of UPS’s US Defined Benefit Pension Plans. Specifically, the Investment Analyst role is an “at large” position that supports all functions within the UPSIG, including Investments, Operations and Strategy. The incumbent performs data analysis, modeling and underwriting, research, etc. to support the Investments staff with investment decisions and portfolio monitoring. Functions within the Operations team may include monitoring transactional activity, invoice processing, maintaining databases, reporting and accounting related tasks. This role will interact regularly with all UPSIG team members and must enjoy working in a collaborative environment. This position will work on multiple assignments and must be extremely organized, able to work self-directed and have a desire to learn about financial markets and investments. The incumbent must have strong Microsoft Excel and Microsoft Power Point skills as well as strong communication (verbal/written) skills. This role is intended to be an entry level platform to support future growth within the Investments group.

Responsibilities

  • Supports Operations functions including preparation of documentation which authorizes transactional activity, investment related invoice processing, working with the custodian bank and other service providers
  • Completes various daily and monthly performance reporting for the Investments team
  • Assists Accounting team with related functions
  • Manages Database
  • Monitors and reviews investment data to ensure accuracy and works with custodian bank to facilitate correction of errors
  • Conducts directed research and analysis to support investment decisions
  • Requests, receives, analyzes and retains external investment manager performance data to utilize in screening/evaluating manager track records and performance
  • Performs analysis and research on asset classes to increase investment knowledge
  • Analyzes investment data to ensure compliance with reporting requirements

Preferences

  • Minimum 1 year of experience in an Investment or Finance related role
  • Demonstrates knowledge of programming such as Python
  • CFA Level 1
  • Bachelor’s Degree (or internationally comparable degree) in Business, Finance, Accounting, Economics, Computer Science or Math

UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law

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