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Equity Analyst, Global Sector Portfolio

Company: State of Wisconsin Investment Board
Location: Madison
Posted on: January 15, 2019

Job Description:


Make a Difference

SWIB enables forward thinking professionals opportunities to grow, develop and build excellence with a global investor making a difference in the lives of Wisconsin public employees.

With more than $117 billion in total assets, SWIB is one of the world's largest institutional investors. As an independent state agency, SWIB is responsible for managing assets of the Wisconsin Retirement System (WRS) in addition to six separately managed funds. SWIB generates returns for more than 622,000 participants. SWIB has long been considered an investment industry leader because of its ability to grow and protect the WRS assets that its constituents count on for a more secure financial future.

Be a World Class Leader

The WRS is nearly 100 percent funded, making it one of the countrys best funded public employee retirement systems. It is the 8th largest public pension fund in the U.S. and 25th largest public or pension fund in the world. SWIBs performance for the WRS beat the one -, five- and ten-year benchmarks as of Dec. 31, 2017. As an innovative organization SWIB is committed to professional development. Approximately 50 percent of SWIBs investment professionals are Chartered Financial Analyst (CFA) charterholders.

About the Team

The Public Equities division consists of 26 people that run approximately $11 billion in AUM for SWIB. The division currently produces two portfolios a small cap domestic portfolio and a large-cap global portfolio. The small cap portfolio is run as a single product, while the global portfolio is run as a collection of sector sleeves with 1-3 person teams creating active portfolios for each of the 11 GICS sectors.

All portfolios are driven by stock selection processes that are grounded in a fundamental assessment of the underlying business models risks and opportunities overlaid with an appropriate valuation framework. Investment professionals interact with outside analysts and experts, meet with management teams, attend conferences and sometimes do site visits as part of our analytical process. Our portfolio construction process blends these insights with risk and alpha factor sensitivities to create portfolios that produce alpha in a consistent risk efficient manner over time.

SWIB is seeking an equity analyst in its Public Equities division to work within one of the agencys large-cap global sector portfolios. While at least 2 years of experience is preferred, the team is open to hiring within a range of 1-10 years of equity analysis experience. The incumbent will actively build financial statement and valuation models, interact with management teams and industry experts, and communicate their investment ideas within the team and broadly throughout SWIB.

Essential activities:

  • Practice security selection consistent with the teams investment process to generate alpha vs. a benchmark
  • Directly perform fundamental business model assessment and valuation analysis of individual securities as part of a stock selection process
  • Contribute to the effective management of the risk parameters of the portfolio to meet SWIBs tracking error and risk profile expectations
  • Evaluate performance attribution reports and risk reports
  • Provide written and oral updates on recommendations, industries and other relevant developments

    The ideal candidate:

    • Minimum of 2 years of experience in public equities research with a preference of most recent experience coming from the buy-side
    • Bachelors degree required; Masters degree and CFA strongly preferred
    • Ability to work within a clearly articulated investment process
    • Familiarity with multi-factor risk models (Barra, etc.) is preferred
    • Experience with global public markets is ideal but not required
    • Technology, media, telecom experience is a plus but is not required
    • FactSet and/or Bloomberg experience preferred but is not required
    • Excellent verbal and written communication skills
    • An ability to be adaptive and thrive in a fast-paced, changing environment
    • Superb work ethic, attention to detail, team orientation, and commitment to excellence

      SWIB Offers:

      • Competitive McLagan-median base salary

      • Meaningful performance-based incentive compensation
      • A comprehensive benefit package
      • Educational and training opportunities
      • Tuition reimbursement
      • Challenging work in a professional environment

        The position requires U.S. work authorization and residency in, or willingness to relocate to the Madison, Wisconsin area. SWIB is prepared to offer relocation assistance as needed.


        Home to Top Talent

        SWIBs professionals shape sophisticated investment management strategies, drive forward looking technologies and deliver strong internal asset management. SWIBs internal team invests approximately 62 percent of its assets under management. As a result, Institutional Investor recognizes SWIB as home to top talent in American public investing.

        The organization has earned a reputation for investment excellence in part by running much of its portfolio successfully in-house versus outsourcing to Wall Street Institutional Investor.

        Keywords: State of Wisconsin Investment Board, Madison , Equity Analyst, Global Sector Portfolio, Professions , Madison, Wisconsin

        Click here to apply!

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