Jobs · Finance · Utah

Investment Analyst Intern (Timber and Agriculture)

Utah Retirement Systems · Salt Lake City, UT · 4 wk ago
Finance$40/hrInternship
We need to output HTML fragment with sections: About the role? Actually the posting includes "About The Company" then "Job Description". We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only when posting has real specific content. We have content: About The Company (description). That could be "About the role"? Actually "About The Company" is about company, not role. But we can map to "About the role"? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those headings if content matches. We have company description; maybe we put under "About the role"? But that seems off. However we could treat "About The Company" as "About the role"? Not ideal but maybe acceptable. Alternatively we could omit that heading and just put company description in a

without heading? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we must use those exact headings; they are examples. We could use "About the Company" as heading? But they said use

for section headings (e.g. About the role, Responsibilities...). It implies we should use those headings when appropriate. If we have company info, maybe we could put under "About the role"? Not great but we need to include substantive info. Could also create a custom heading like "About the Company" but they didn't forbid other headings; they just gave examples. Safer to use "About the Company" as heading. We need sections: Responsibilities (Essential Job Functions And Duties). Requirements (Required Experience Education and Experience). Qualifications maybe same as Requirements? Could combine. Skills (Knowledge, Skills, And Abilities). Benefits? Not mentioned. Pay? Not mentioned. Schedule? The posting mentions "Temporary position not to exceed 29 hours per week for up to one (1) year or 40 hours per week for up to six (6) months." That's schedule info (hours per week, duration). So we can create a Schedule section with that. We must not include boilerplate like cookie/navigation/legal/EEO etc. There's none. We must not include duplicated lines. We must preserve all substantive info. We need to format lists with
  • for any list of duties/requirements/benefits. We need to use

    for prose. Let's extract content: About The Company: "Utah Retirement Systems provides financially sound retirement and 401(k)/457 investment benefits, as well as comprehensive health and dental, disability, and life insurance benefits to active and retired Utah public employees and their beneficiaries. To learn more about the URS Investments Department click here ." We could keep the sentence about click here? It's a link; but we should not include navigation? It's just a phrase. Probably keep. Job Description: "Temporary position not to exceed 29 hours per week for up to one (1) year or 40 hours per week for up to six (6) months. Our work is a mix of public service and professional investing. The URS Investment teams manage equity, credit/fixed income, absolute return, real assets, and private equity globally across both public and private markets. During the course of the internship we expect interns to become an extension of the URS investment team. Interns are challenged with projects that stimulate creativity and analytical thinking to solve real investment issues. Projects include participating in due diligence on both prospective and existing investments, conducting analysis, and various other projects related to managing a $40+ billion pension plan. Interns participate in all aspects of the investment process to create value for the portfolio and to further their education and growth." Essential Job Functions And Duties: list bullet points. Let's extract bullet points: - Provides support to the investment team with analysis and due diligence on real estate investments. - Supports the staff in evaluating, monitoring, and making recommendations in the context of portfolio objectives, market conditions, performance, and other considerations. - May perform similar functions related to externally-managed investments. This includes, but is not limited to: * Gathering and organizing information generated during the due diligence process; * Participating in due diligence phone calls and meetings; * Compiling materials for Investment Committee presentations. - Assists with investment-related research projects as needed. This includes but is not limited to: * Working with investment team to define project scope and objectives; * Gathering relevant information from a variety of internal and external resources; * Contributing to presentation of research findings and project implementation. - Prepares research papers and analysis on: * Market activity and portfolio sensitivity to various risks; * Market innovations and potential portfolio solutions; * Other projects as needed. - Assists in producing timely and accurate reports for investment department. - Promotes cooperation among departmental staff and with outside advisers. - Maintains regular and reliable attendance. - Maintains strict confidentiality. - Performs other related duties as required. INTERN OBJECTIVES: list bullet points: - Learn about institutional investment strategies. - Become proficient in Excel and other technologies, including database work and in-depth analysis. - Develop investment network. - Develop strong communication and analytical skills. Required Experience Education and Experience: - Actively pursuing pursuing an undergraduate or graduate degree in a business field with an emphasis in real estate. - Work experience in real estate acquisitions, appraising, leasing or property management. - Preference will be given to graduate degree candidates. Knowledge, Skills, And Abilities: List includes: - Required Technical Skills Include Introductory Knowledge Of Microsoft Office Suite. Access, Visual Basic, SQL, and Bloomberg. Argus or similar real estate underwriting software. - Required Mathematical Skills Include Working Knowledge Of Accounting; auditing principles and techniques. - Required Investment Skills Include Introductory Knowledge Of Financial theory and statistical measures. Basic knowledge of investments and portfolio management practices such as: portfolio finance and investment methods and concepts. Knowledge of investment performance measures. Financial forecasting, Portfolio sensitivity and risk analysis. - Must Possess Excellent Communication Skills Communicate effectively both verbally and in writing. Establish and maintain effective working relationships with colleagues. - Must Have The Ability To Follow written and verbal instructions. Prioritize work. Perform within deadlines. Work well in a team environment as well as independently. Multi-task by handling a variety of duties in a timely and efficient manner. Follow through with assignments. Deal effectively with stress caused by workload and time deadlines. - The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS. Additional Requirements: - As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee’s control and direction, or under the control and direction of the employee’s spouse. Work Environment: - Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing, and seeing. Common eye, hand, finger dexterity required to perform essential functions. We need to decide sections. We have: - About the Company (maybe heading "About the Company") - Responsibilities (Essential Job Functions And Duties + Intern Objectives? Could separate but we can combine duties and objectives under Responsibilities? Probably better to have Responsibilities for duties, and maybe Qualifications for objectives? But objectives are more like learning goals; could be under "Qualifications" or "Requirements"? Might be better to have a separate section "Intern Objectives" but not in allowed headings. Could put under "Responsibilities" as part of duties? Might be okay. We have Requirements (Education and Experience). Could be "Requirements". We have Skills (Knowledge, Skills, And Abilities). Could be "Skills". We have Additional Requirements (trade confirmations) maybe also under Requirements or Skills? Could be under "Requirements". We have Work Environment maybe not needed; could be omitted as not a standard heading; but we could include under "Requirements"? Not ideal. Might drop as not required heading. We have Schedule info: we can make a Schedule section. We have no Pay or Benefits. Thus sections: About the Company, Responsibilities, Requirements, Skills, Schedule. We need to ensure we don't create empty sections. Now format. Use

    for each heading. Inside each section, use

    for prose,

    • for lists. We need to preserve all substantive info; we must not invent. Let's craft. About the Company: two sentences. Responsibilities: combine Essential Job Functions And Duties and Intern Objectives? Might be too long but okay. We'll make a list for duties and another list for objectives maybe separate
        but still under same heading. We'll include all bullet points. Requirements: list education/experience, plus Additional Requirements (trade confirmations) maybe also include Work Environment? Not needed. Skills: list technical, mathematical, investment, communication abilities, integrity. Schedule: paragraph about hours. Let's extract exact phrasing to preserve. About The Company: "Utah Retirement Systems provides financially sound retirement and 401(k)/457 investment benefits, as well as comprehensive health and dental, disability, and life insurance benefits to active and retired Utah public employees and their beneficiaries. To learn more about the URS Investments Department click here ." Note there is a space before period? We'll keep as is. Responsibilities duties list: need to keep punctuation. Let's copy each bullet exactly as in text, but we can adjust formatting. Essential Job Functions And Duties: "Provides support to the investment team with analysis and due diligence on real estate investments." "Supports the staff in evaluating, monitoring, and making recommendations in the context of portfolio objectives, market conditions, performance, and other considerations." "May perform similar functions related to externally-managed investments." "This includes, but is not limited to:Gathering and organizing information generated during the due diligence process;Participating in due diligence phone calls and meetings;Compiling materials for Investment Committee presentations." Note missing spaces after colons; we can keep as is but maybe add spaces for readability? Must preserve substantive info; adding spaces is okay as not changing meaning. Probably fine. "Assists with investment-related research projects as needed." "This includes but is not limited to:Working with investment team to define project scope and objectives;Gathering relevant information from a variety of internal and external resources;Contributing to presentation of research findings and project implementation." "Prepares research papers and analysis on:Market activity and portfolio sensitivity to various risks;Market innovations and potential portfolio solutions;Other projects as needed." "Assists in producing timely and accurate reports for investment department." "Promotes cooperation among departmental staff and with outside advisers." "Maintains regular and reliable attendance." "Maintains strict confidentiality." "Performs other related duties as required." Intern Objectives: "Learn about institutional investment strategies." "Become proficient in Excel and other technologies, including database work and in-depth analysis." "Develop investment network." "Develop strong communication and analytical skills." We'll put these as list items. Requirements: "Actively pursuing pursuing an undergraduate or graduate degree in a business field with an emphasis in real estate." "Work experience in real estate acquisitions, appraising, leasing or property management." "Preference will be given to graduate degree candidates." Additional Requirements: "As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee’s control and direction, or under the control and direction of the

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