Job Description Job Title: Investment Analyst Reports to: Investment Manager FLSA Status: Full Time Aligned Executive: VP and CFO Kipuka: Liliuonamoku Department: Investments Job PurposeThe Investment Analyst is responsible for developing, maintaining, and continuously improving performance analysis and various financial models to evaluate new and existing Real Estate and Investment assets. This position reports to the Investment Manager, however, the Analyst will also work with the Executive and Real Estate teams. Essential Responsibilities On real estate matters:Develops and maintains performance models and reporting across multiple real estate portfolios.Regularly monitors portfolios’ performance and risk profiles supported by advanced analytics on reputable and confirmed data.Develops and runs scenario and stress testing of the models which are used to manage capital requirements and improve the profitability of assets.Conducts primary and secondary research of the market and asset specific data for use in transaction due diligence, asset valuation, and pro forma base assumptions as needed.In addition to regular quarterly and annual reporting, provides ad hoc reports to Executive Team and Trustees. On investment matters:Design, produce, and maintain analytical reports on an ad hoc and regular basis to include reporting on investment performance, return attribution, asset allocation, and portfolio risk characteristics.Utilizes software and maintains databases that facilitate portfolio monitoring, portfolio construction, and analysis of existing and potential investments.Perform qualitative and quantitative analysis to facilitate the monitoring of investment exposures and performance.Assist in analyzing potential investment managers and strategies. Participate in building general investment expertise, read industry and consultant research. QualificationsBachelor’s degree and at least two years of investment banking, finance, real estate investing and/or investment management experience required.Prior experience in real estate finance preferred, to include familiarity with standard underwriting models and criteria.Demonstrated ability to execute detailed financial analysis, communicate effectively within and outside of the organization, work well in a team setting and possess strong writing skills.Advanced Excel capabilities, proficiency in Word and PowerPoint.Ability to synthesize large quantities of information. Job CompetenciesMust be a critical thinker, intellectually curious, detail-oriented, and unafraid to ask questions or give opinions.Must have a strong personal fit with our non-hierarchical, no-ego, intellectually honest, meritocratic culture.Must have ability to work across a number of projects simultaneously, sometimes on tight deadlines.Strong technical/quantitative skills with demonstrated ability to execute complex financial analysis.Ability to communicate effectively internally and externally.Team orientation and strong interest in supporting the mission of the Trust. Organization CompetenciesAlignment with Queen’s legacy: Understanding and appreciation of Queen Liliuokalani’s story, her legacy and the Hawaiian Culture is foundational to staff’s commitment to working with our Hawaiian children, families and communities. Demonstrates respect for and appreciation of Hawaiian values history, and culture, understanding its implication in one’s work, in fostering meaningful relationships, and in embracing the community served.Ho`omau i ka `imi Na`auao (Continuous Learning and Improvement): Committed to creating and reinforcing an environment of continuous learning and improvement.Ho`ike i na Mana`o Pono (Effective Communication): Communicates with those we serve and each other in a consistent manner that results in mutual understanding, harmony, and action. No'ono'o loi (Critical Thinking and Problem Solving): Actively and skillfully understands, conceptualizes, applies, analyzes, synthesizes, and/or evaluates information and develops and supports fact-based analyses and recommendations.Ho'o kumu a'e or `Imi hakuhia (Innovation): Identifies and integrates creative ideas into new or existing services and promotes effective problem-solving.Pilina Ho`ohana a me ka Hana Hilina`i (Building Relationships and Creating Trust): Manages relationships to create optimal opportunities and move the organization forward.Alu Like I ka Hana (Teamwork): Works cooperatively and collaboratively with others throughout the organization in alignment with the organization's objectives.Ho`onui I ka `Ike (Capacity Building): Encourages personal growth by exhibiting trust and a belief in the capacity of others.Mental and Physical Demands:Ability to lift boxes containing office equipment or records up to 25 lbs pounds and lift them into cabinets or stack them 3-4 feet above floor level.Requires frequent sitting—over 50% of the time.Needs to occasionally move about inside the office to access file cabinets, office machinery, etc.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.Needs to travel, on occasion, via ground transportation or air to other office locations.Frequently communicates in writing or verbally in person or over the phone with co-workers to answer questions and provide assistance.Frequently reads and interprets written agreements, and other written material and interprets them to determine action needed to be taken. Terms and Conditions of EmploymentAs a condition of employment, employee will be subject to LT’s policies and procedures.