• Associate, Treasury-Investments

    Job Locations US-UT-Sandy, Utah
    Posted Date 2 months ago(4/3/2019 10:48 PM)
    Job ID
    2019-1037
    # of Openings
    1
    Department
    Treasury
  • Company Info

    Bridge Investment Group is a leading privately held real estate investment and property management firm with over $13 billion in assets under management. Bridge pursues investment opportunities in targeted real estate sectors that offer attractive returns including current income and capital appreciation.  Its real estate activities encompass the acquisition, financing, property management, optimization and disposition of real assets and CRE-backed fixed income securities. The Company operates in five targeted verticals; multifamily, office, seniors housing, opportunity zone investments and CRE-backed fixed income, and has specialized investment teams focused on each of these areas to generate above-market returns for its investors.

    Bridge Culture

    Bridge is well-regarded for its high integrity and collaborative leadership culture that rewards both individual thinking and team decision-making.  Our leadership are seasoned professionals who bring their vast experience and high standards of excellence to their work.

    Given our horizontal scope and vertical integration, Bridge professionals are empowered to work across functional teams. As a result, they are deeply specialized and highly versatile with a clear understanding of how their roles fit into a broader context.

    Our leaders’ value career development and take seriously the role they play in developing next generation leaders.  Bridge professionals embody accountability and seek to deliver high-quality results through creativity and innovation. 

    Position Info

    Expectations of the role:

    The Associate, Treasury-Investments is responsible for applying quantitative skills, experience, and informed judgment to enhance the short-term investment performance of Bridge invested funds. You will do this by identifying and sourcing new investment opportunities and evaluate the bank’s absolute and relative performance including portfolio, asset class, and level risk management related to liquidity and participate in other treasury functions. 

    Analytics and Due Diligence

    • Assist the Managing Director-Treasurer and CFO in evaluating existing short-term investment market strategies, identifying new investment opportunities, conducting due diligence on prospective investment managers/banks, negotiating the terms of short-term investment, and monitoring the performance of all such portfolios.
    • At the portfolio and asset class levels, provide analytical support for and coding of quantitative measurement and reporting systems; reporting on risk factor exposures (such as market exposure, leverage, portfolio concentrations, and correlations) and risk-adjusted performance measures; and running stress tests and scenario analyses.
    • At the investment manager level, responsible for analyzing embedded risks and biases in manager return histories; measuring and forecasting manager performance both in absolute terms and relative to peers; highlighting abnormal manager under- or outperformance; and measuring, evaluating and monitoring active risk of managers.
    • Work with the Director-Treasury to provide quantitative analytical support (model building) and capital markets research to assist in capital allocation and rebalancing decisions. Create and maintain systems to capture and analyze relevant financial data.
    • Complete special projects as requested by the Managing Director-Treasurer including research of opportunistic investments, alternative portfolio design and construction, performance attribution and key drivers of returns.

    Communications

    • Prepare reports and other materials on investment activities for presentation to the Managing Director-Treasurer, CFO, ALCO Committee, Partner Committee and the Bridge Board.
    • Formulate and effectively communicate recommendations and results on potential investments.
    • Contribute on an ongoing basis to discussions with the Managing Director-Treasurer and Bridge Partners regarding capital allocation and strategy for the investment portfolios.

    Sourcing

    • Provides detailed review and extensive analysis on potential investments, including track records, markets, financials and business plans.
    • Establish quality peer networks, including analysis of peer institutions’ best practices.

    Operations

    • Correspond with Investment Bankers to smoothly handle Treasury operational issues.
    • Prepare monthly reports to be distributed both internally and externally.

    Qualifications

    Skills and Abilities

    • Strong understanding and practical knowledge of asset classes and capital markets, direct trading and/or portfolio management experience a plus.
    • Ability and confidence to engage at high levels of discourse and debate on asset allocation and risk issues with senior investors at managers and peer institutions.
    • Detailed knowledge of academic and practitioner literature on risk measurement and management, asset allocation, economic and/or asset class forecasting.
    • Exceptional written and verbal communication skills.
    • Ability to manage multiple tasks and projects with flexibility and detail orientation. Able to prioritize, work under pressure, and meet short deadlines.
    • Maintain a high degree of confidentiality in all matters related to the SLC Treasury Office, and all matters requiring sensitivity and discretion.

    Education, Experience and Knowledge

    • MBA Preferred. Bachelor’s Degree required in Finance, Economics and/or Accounting.
    • CTP or CFA designation a plus.
    • Four to eight years of investment experience in multi-asset class asset allocation, portfolio management, and risk management, including strong quantitative and modeling skills. Broad Treasury, Investments and Capital Markets experience strongly preferred.
    • Expertise using Excel (coding experience a plus) required. TMS knowledge is preferred.
    • Bank and online investment trading experience also preferred.
    • Previous experience with risk factors in both a portfolio and investment-level context, portfolio simulation methods scenario analysis and stress testing.

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