Assist in the reporting, portfolio
risk monitoring and analysis of new and existing investments for the Hedge Fund
and CLO portfolios. Operates
under the direct
supervision of more senior staff, and are acquiring
and developing basic knowledge of the Hedge Fund and CLO markets.
Provide support to Investment Associates as well as to senior team members who are responsible for making investment decisions for the Hedge Fund and CLO portfolios. Take a lead role in the Group’s recurring monthly report process which includes generating reports on time, updating information and initiating process improvements where applicable. Prepare quantitative and qualitative reports to support the evaluation and documentation of investment decisions. Create and maintain reports that assist in the monitoring of existing and prospective Hedge Fund and CLO investments. Support the Investment Associates and back office in generating cash flows for the CLO portfolios, monitoring trustee notices and providing support for quarterly accounting / regulatory requirements. Support the Investment Analysts and back office in the monthly performance process for hedge funds, organizing legal documents, monthly compliance reporting and investment presentations .Enhance reports that analyze risk of the existing portfolio’s as well as the new investment screening process. This includes improving current risk reports, peer group analysis, investment committee quantitative packages and new investment database screens. Keep organized documentation of manager visits, investment committee minutes and investment related analysis. Some travel is required for this position.
Basic knowledge of major investment instruments, capital markets and hedge fund and CLO investments. Spreadsheet modeling and light programming skills, including integrating Microsoft products with other software/systems. Possess strong analytical skills and be inherently inquisitive. Detailed orientated. Proven ability to organize and manage multiple tasks.Excellent communication skills and the ability to work effectively with team members to meet goals. The ability to build trusting and value added relationships externally and within Aetna. Self initiating highly motivated individual comfortable working in a rapidly changing environment.