New

Investment Manager

Cox
$119,600.00 - $199,400.00 / yr
parental leave, paid time off, paid holidays, sick time, 401(k)
United States, Georgia, College Park
Feb 06, 2025
Position Overview The family office investment function is a dynamic and growing team that oversees and manages family investments. We seek a talented, motivated, intellectually curious professional to join the team. This detail-oriented individual will have a wide range of responsibilities across the investment function, including but not limited to conducting fundamental analysis and research, overseeing investment managers, and preparing presentation materials. The position reports to the Director of Investments. This individual must be resourceful, hard-working, and have a strong service mindset. He/she will be a partner and collaborate with other disciplines in the family office, including tax and generational planning, trust and fiduciary, financial accounting and reporting, legal, and family services. In addition, he/she will build relationships with other internal CEI teams, external investment managers, and service providers. Duties and Responsibilities Working directly with senior investment team members to monitor and evaluate the performance and risk exposures of external OCIOs and investment managers. Conducting ongoing due diligence and monitoring of investment managers across all asset classes; identifying areas of underperformance and working with the team to identify options to improve performance. Preparing for and participating in regular meetings and conference calls with external investment partners; composing comprehensive reviews, analysis, and commentary. Conducting trust investment portfolio reviews, developing or updating investment policy statements, making required changes to the portfolio, and ensuring policy compliance. Producing investment analysis, recommendations, and executive materials for presentation to the Investment Committee and family members. Working with the team to develop and maintain reports that analyze fund and portfolio-level exposures (including asset class, sector, geography, underlying positions, etc.), risk metrics, liquidity, and performance attribution. Closely monitoring financial press and keeping track of market trends, opportunities, risks, and new investment products Completing and reviewing legal documentation, including subscription agreements and investor questionnaires for private investments. Perform other duties as assigned for the efficient operation of the team. Qualifications Bachelor's degree in a related discipline (finance, accounting, economics, or mathematics) with strong academic achievement Professional designations such as CFA or CAIA (or progress towards earning) 5-8 years of finance or business experience, preferably in an investment-oriented role Fundamental understanding of capital markets, investment principles, and related financial metrics Experience working with taxable and tax-exempt investment clients Understanding of fiduciary investment standards and processes High degree of proficiency in Excel and PowerPoint Experience with Bloomberg, Morningstar, Addepar, and Canoe a plus Desirable Attributes Ability to meet deadlines, prioritize assignments, and manage multiple projects at once Excellent written and verbal communication skills Exemplary quantitative and analytical skills Attention to detail and accurate Self-motivated with a sense of urgency and accountability Ability to work independently and as part of a collaborative team High ethical standards, trustworthy, and maintains confidentiality (acceptable background check will be required) Alignment with the family office's mission, vision, and values Company Description The Cox Family Office supports the personal, philanthropic, and business activities of the Cox family. We are a family-led organization, supporting multiple generations of the James M. Cox family. USD 119,600.00 - 199,400.00 per year Compensation: Compensation includes a base salary of $119,600.00 - $199,400.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Benefits: The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. About Cox Cox empowers employees to build a better future and has been doing so for over 120 years. With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses - which includes Cox Automotive and Cox Communications - is forging a better future for us all. Ready to make your mark? Join us today! Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page . Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.