Investment Manager

Company: Cox Enterprises
Location: Atlanta
Posted on: March 27, 2025

Job Description:

Position OverviewThe family office investment function is a dynamic and growing team that oversees and manages family investments. We seek a talented, motivated, intellectually curious professional to join the team. This detail-oriented individual will have a wide range of responsibilities across the investment function, including but not limited to conducting fundamental analysis and research, overseeing investment managers, and preparing presentation materials.The position reports to the Director of Investments. This individual must be resourceful, hard-working, and have a strong service mindset. He/she will be a partner and collaborate with other disciplines in the family office, including tax and generational planning, trust and fiduciary, financial accounting and reporting, legal, and family services. In addition, he/she will build relationships with other internal CEI teams, external investment managers, and service providers.Duties and Responsibilities

• Working directly with senior investment team members to monitor and evaluate the performance and risk exposures of external OCIOs and investment managers.
• Conducting ongoing due diligence and monitoring of investment managers across all asset classes; identifying areas of underperformance and working with the team to identify options to improve performance.
• Preparing for and participating in regular meetings and conference calls with external investment partners; composing comprehensive reviews, analysis, and commentary.
• Conducting trust investment portfolio reviews, developing or updating investment policy statements, making required changes to the portfolio, and ensuring policy compliance.
• Producing investment analysis, recommendations, and executive materials for presentation to the Investment Committee and family members.
• Working with the team to develop and maintain reports that analyze fund and portfolio-level exposures (including asset class, sector, geography, underlying positions, etc.), risk metrics, liquidity, and performance attribution.
• Closely monitoring financial press and keeping track of market trends, opportunities, risks, and new investment products
  • Completing and reviewing legal documentation, including subscription agreements and investor questionnaires for private investments.
  • Perform other duties as assigned for the efficient operation of the team.Qualifications
    • Bachelor's degree in a related discipline (finance, accounting, economics, or mathematics) with strong academic achievement
    • Professional designations such as CFA or CAIA (or progress towards earning)
    • 5-8 years of finance or business experience, preferably in an investment-oriented role
    • Fundamental understanding of capital markets, investment principles, and related financial metrics
    • Experience working with taxable and tax-exempt investment clients
    • Understanding of fiduciary investment standards and processes
    • High degree of proficiency in Excel and PowerPoint
    • Experience with Bloomberg, Morningstar, Addepar, and Canoe a plusDesirable Attributes
      • Ability to meet deadlines, prioritize assignments, and manage multiple projects at once
      • Excellent written and verbal communication skills
      • Exemplary quantitative and analytical skills
      • Attention to detail and accurate
      • Self-motivated with a sense of urgency and accountability
      • Ability to work independently and as part of a collaborative team
      • High ethical standards, trustworthy, and maintains confidentiality (acceptable background check will be required)
      • Alignment with the family office's mission, vision, and valuesCompany DescriptionThe Cox Family Office supports the personal, philanthropic, and business activities of the Cox family. We are a family-led organization, supporting multiple generations of the James M. Cox family.
        
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Keywords: Cox Enterprises, Atlanta , Investment Manager, Executive , Atlanta, Georgia