Investment and Compliance Analyst - Military Veterans

Cox Enterprises is the $22 billion holding company for Cox Communications and Cox Automotive, as well as the Atlanta Journal-Constitution, Cox Cleantech, Cox Farms, Axios and Atlanta Esports Ventures. Cox is a privately-owned communications, media and automotive services company with a proud 125-year history and approximately 50K employees working to build and support industry-leading businesses that are rooted in our mission to leave the world in a better place for the next generation.

The Retirement Investment Team at Cox Enterprises implements strategic investment activities of defined benefit (DB) assets exceeding $7 billion, as well as the investment platform of the 401(k) defined contribution (DC) assets with assets of $8 billion.  This detail-oriented individual will have a wide range of responsibilities across the investment management function including but not limited to assisting in reporting, audit preparation, cash management, documentation, performance monitoring, aiding in preparing presentations, and investment manager research. 

This position reports to the Investments Manager.  He/she will partner as needed with other members of the Investment Team, as well as Cox internal teams such as Accounting, Benefits Administration, Financial Reporting, and Tax.  He/she will also work with external legal counsel and actuarial service providers.

Duties and Responsibilities: 

Operations, Compliance, Accounting and Tax

• Assists as needed with operations, audit, compliance and tax documentation as needed—ensures timely filing of all required reports
• Provides information to support various regulatory, tax and other external disclosures and filings including: 5500, Annual Funding Notice, and Fiduciary Insurance--ensures consistent delivery of accurate information
• Adheres to operating disciplines and regulatory standards
• Reviews integrity of reports, highlighting any discrepancies and works to resolve any differences
• Oversees cash flows by interacting with the investment managers, third-party administrators and custodian as necessary
• Sets up new investments in the system by working with the investment team to understand key investment properties and benchmarks, reading legal documents and entering fee and liquidity terms
• Performs investment, cash and unfunded commitment reconciliation
• Verifies accuracy of invoices, sets up wire transfers and processes payments
• Works with bank custodian to complete and file global tax documents

Investment Monitoring and Reporting

• Manages investment reporting as necessary for the 401(k) and defined benefit plans
• Monitors the performance and risk exposure of highly complex investments to ensure these investments are well understood and complement investment objectives
• Conducts ongoing due diligence and monitoring of investment managers across all asset classes

• Identifies areas of underperformance and works with other team members to make changes to improve plan performance
• Researches investment strategies, asset allocation methods, and practices that align with Plan objectives
• Assists in preparing investment analysis and commentary for the investment committee

Team Player

• Willing to be flexible in scope and responsibility
• Ability to juggle multiple projects and take on a variety of responsibilities
• Desire/ability to work successfully in a small team environment and adapt to change

Minimum Qualifications

• Bachelor’s degree in a related discipline (Accounting, Finance, Economics, Engineering, Computer Science, or Mathematics) and 2 years’ experience in a related field (investment management, accounting, banking, cash management, or reporting)
• The right candidate could also have a different combination, such as a master’s degree and up to 2 years’ experience; or 6 years’ experience in a related field.
• Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments
• Proficient in Microsoft Excel, with experience in creating and maintaining complex spreadsheets using advanced functions such as VLOOKUP, pivot tables, and data analysis tools
• Demonstrates excellent writing and communication skills
• Self-motivated, organized and detail-oriented with the ability to manage multiple projects at once while also ensuring that all deliverables consistently meet the highest standard of quality and accuracy
• High ethical standards, trustworthy, maintains confidentiality (acceptable background check will be required)
• Curiosity and critical thinking skills with the ability to identify solutions to problems but also unafraid to ask for help

Preferred 

• Progress toward CAIA/FRM/CFA designation or desire to pursue
• Familiarity with investment markets and reporting
• Strong background in statistics or quantitative methods