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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Columbus, Georgia

Salary: $100K - $120K

W. C. Bradley Co., the home of Char-Broil Grills, TIKI® Brand Products, Badlands hunting apparel, and W. C. Bradley Real Estate is looking for a Sr. Investment Analyst to join our Finance Team! This position collaborates in the management of the investment portfolio, including enhancing accounting, performance benchmarking, and reporting to the Investment Committee, leadership, and shareholders. Analyzes investment opportunities and recommends investments as appropriate. May help to evaluate investments and major projects for high-level analysis. Requires a bachelor’s degree. Typically reports to a supervisor or manager. Contributes to moderately complex aspects of a project. Work generally independent and collaborative in nature, supporting the company in managing cash and liquidity of the operating businesses. High potential to grow as portfolio expands.

Duties and Responsibilities

  • Completes monthly Investments Schedule in accordance with GAAP, supporting enhancements to reporting on underlying investment income, and Book/Tax attributes.
  • Provides assistance in enhancing reporting on investment results against performance benchmarks to improve oversight of investment advisors and managers.
  • Supports efforts to determine appropriateness of policy benchmark considering asset allocation, manager selection and structure.
  • Collaborates in the regular Investment Committee reporting, preparation of decks for meetings, Diligent Boards uploads, and weekly Investment Committee communications.
  • Reviews quarterly investment advisor and custodian invoices for accuracy, and occasionally spot checks individual manager fees.
  • Prepares comprehensive schedule of all investment advisors, fund managers, and custodians for the entire investment portfolio.
  • Reconciles individual manager statements with custodian aggregated reports.
  • Works in conjunction with the Tax Department to gather 1099s and K-1s for annual tax preparation, help estimate various sources of investment income and gains to support Tax Department with determining tax liability estimates.
  • Analyzes and tracks existing portfolio performance, asset allocation exposures, and liquidity.
  • Assists in sourcing, evaluating, and structuring new fund investments and co-investments.
  • Performs due diligence work including thematic market research, financial modeling, valuation and benchmarking analyses.
  • Prepares weekly updates to the short-term cash forecast, identifying forecast to actual variances and investigates the root cause to determine ways to improve forecasting accuracy, consolidates monthly cash forecasts on a consolidated level to aid in the planning of liquidity requirements.
  • Supports and executes actions within Portfolio.
  • Builds financial/operational models/dashboards.
  • Tracks investment trends & market research.
  • Assists with relationship management with Advisors.
  • Provides support in other areas related to Treasury and Financial Planning & Analysis as needed.
  • Other duties as deemed necessary.

Qualification Requirements

Minimum Education:

  • Bachelor’s degree in Business Administration, Finance, or related field.

Minimum Work Experience:

  • Two (2) to Four (4) years of experience.

License(s) / Certification(s):

  • None.

Knowledge, Skills And Abilities

  • Proficiency using a PC (Personal Computer) to include the Microsoft Office suite of products.
  • Interpersonal skills and the ability to establish and maintain a positive relationship with internal and external stakeholders.
  • Organizational agility skills and the ability to effectively articulate information within and outside the organization.
  • Problem solving skills and the ability to identify creative solutions.
  • Time management skills and the ability to demonstrate a strong sense of urgency.
  • Ability to be detail oriented and ensure compliance with established guidelines.
  • Ability to maintain regular and predictable attendance.
  • Ability to work in a constant state of alertness.

Physical Requirements

Represents the appropriate physical requirements of the job in the course of the work.

Note: Reasonable accommodations may be made for individuals with disabilities in order to perform the essential functions of this job.

For employment within the United States, the W.C. Bradley Co. uses E-Verify to confirm the employment eligibility of all newly hired team members. To learn more about E-Verify, including your rights and responsibilities, please visit the U.S. Citizen and Immigration Service at www.uscis.gov/e-verify .

The W.C. Bradley Co. is an Affirmative Action / Equal Employment Opportunity employer.

Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, or veteran status. We support and obey laws that prohibit discrimination where we do business.

Federal law requires the W.C. Bradley Co. to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. If you are interested in applying for employment with the W.C. Bradley Co. and require special assistance or accommodation to complete any part of the application and pre-employment process, please contact our Human Resources Office at 706.571.6080 or visit us at 1017 Front Avenue, Columbus, GA 31902.