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Job Details

Investment Officer Senior Analyst

Company name
Deloitte Development, LLC

Washington, DC, United States

Employment Type

Finance, Business Analyst

Posted on
Apr 28, 2022

Valid Through
Aug 11, 2022

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Job Information


Investment Officer Senior Analyst



District Of Columbia

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




ExpHire EA_Finance

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Company info

Deloitte Development, LLC
Website :

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