Encore Investment Associate - Wildfire Defense Systems : Job Details

About Encore Investment Management

Encore Investment Management (EIM) is an alternative asset manager that specializes in information-advantaged strategies in the wildfire catastrophe risk markets. EIM seeks to generate meaningful risk-adjusted returns with an asymmetric risk-reward profile for current and future investors.

Base Salary Range (dependent on experience)

$63,000 - $103,000

Location

This position requires relocation to Bozeman, MT

About Bozeman, MT

Nestled in the Rocky Mountains, with a population just under 50,000 residents, the City of Bozeman is one of the fastest growing micropolitan communities in the United States, with a robust economy, world class university, and thriving international airport.

Home to Montana State University, Bozeman is a dynamic growing community. The City's economy is supported by regional trade, tourism, higher education, and many high-growth industries such as photonics and optics, outdoor recreation, bioscience, manufacturing, technology, and healthcare. The region has drawn numerous tech start-ups looking for a Silicon Valley alternative, and Bozeman has become the high-tech center for the state.

Bozeman is a welcoming, diverse community that has received numerous awards and accolades over the years, including a high ranking in Livability's Top 100 Best Places to Live for 2018 and National Geographic's World's 25 Best Ski Towns. Bozeman is an ideal location for outdoor enthusiasts, from hiking and skiing to mountain biking and fishing, Bozeman offers a variety of outdoor recreation amenities.

Bozeman residents are within easy distance of several cross country and downhill ski centers and trails in the region. The City of Bozeman parks system consists of 42 public parks, 52 miles of trails, numerous sports fields and open spaces, ice rinks, off-leash dog parks, and three community garden areas. Yellowstone National Park is just 90 minutes from Bozeman and offers an endless variety of activities and stunning vistas.

Role Description:

The Investment Associate analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments.

Reporting Structure

This position will report to the Vice President of Operations.

Responsibilities

• Provide extensive financial modeling and analytical support for current and future investments.
• Provide development and ongoing support of the fund's marketing materials, pitch books, and other deliverables.
• Engage in all aspects of investment due diligence, research, business case analysis, and investment thesis refinement.
• Create, refine, and prepare investment documentation including, but not limited to, investment memoranda, standardized financial models, etc.
• Assist in creating and maintaining data room
• Participate in active monitoring of portfolio investments.
• Communicate with current and future Limited Partners/Fund Investors and other fund partners.
• Communicate and coordinate with fund service providers (i.e. fund administrators, auditors, attorneys, placement agents).

Qualifications

• Bachelor's degree - Finance, Economics, Accounting, Math or Sciences preferred.
• Minimum of either
  • Two years post undergraduate experience at an investment fund, family office investment bank or other department or division engaged in portfolio management;
  • Two years of experience in related field such as accounting, banking or financial planning and analysis, and have passed Level 1 of the CFA exam; or
  • One year of experience at an investment fund, family office, investment bank or other portfolio management entity and have passed Level 1 of the CFA exam.
• Interest in/working towards graduate degree or obtaining CFA credential. Superb quantitative, financial modeling, and problem-solving skills.
• Inquisitive, curious, and creative mindset; ability to analyze a variety of different alternative investment types.
• Familiar with topics in structured finance (LBOs, Securitization, Asset Backed Securities, etc.)
• Familiar with Insurance Linked Securities (ILS)
• Passion for investing, learning, and creating.
• Desire to work in an entrepreneurial environment
• Excellent verbal and written communication skills
• Comfortable interacting and communicating with internal and external parties, including senior management teams.
• Superior knowledge and use of Microsoft Excel, Microsoft Office suite
• Experience in other financial modeling tools such as Python.
• Experience with Bloomberg, FactSet, Pitchbook, or other financial subscription products
• Ability to self-direct and take ownership of processes and projects.

Benefits Overview

• Medical Plan
• Dental Plan
• Vision Plan
• Access to Teladoc
• Short-Term and Long-Term Disability Plans
• Accidental Death and Dismemberment Plans
• Wellness Program
• Company Paid Term Life and Insurance Plans
• Voluntary Life & Accident Insurance Plans
• Retirement (401(k))
• WDS Contributes 3% to a Safe Harbor retirement plan with no employee match required
• Flexible Spending Accounts
• Health Savings Account
• Subsidized Child Care

Work/Life Balance

• Paid Time Off
• 48-Hours of Sick Leave per year
• 9-Paid Company Holidays
• Flexible Work Options
• Employee Assistance Program

This job description should not be construed as an exhaustive statement of duties, responsibilities, or requirements, but a general description of the job. Nothing contained herein restricts Encore Investment Management, LLC. rights to assign or reassign duties and responsibilities to this job at any time.

Encore Investment Management, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.