New

Investment and Compliance Analyst

Cox
$79,400.00 - $119,000.00 / yr
parental leave, paid time off, paid holidays, sick time, 401(k)

Jan 22, 2025
Cox Enterprises is the $22 billion holding company for Cox Communications and Cox Automotive, as well as the Atlanta Journal-Constitution, Cox Cleantech, Cox Farms, Axios and Atlanta Esports Ventures. Cox is a privately-owned communications, media and automotive services company with a proud 125-year history and approximately 50K employees working to build and support industry-leading businesses that are rooted in our mission to leave the world in a better place for the next generation. The Retirement Investment Team at Cox Enterprises implements strategic investment activities of defined benefit (DB) assets exceeding $7 billion, as well as the investment platform of the 401(k) defined contribution (DC) assets with assets of $8 billion. This detail-oriented individual will have a wide range of responsibilities across the investment management function including but not limited to assisting in reporting, audit preparation, cash management, documentation, performance monitoring, aiding in preparing presentations, and investment manager research. This position reports to the Investments Manager. He/she will partner as needed with other members of the Investment Team, as well as Cox internal teams such as Accounting, Benefits Administration, Financial Reporting, and Tax. He/she will also work with external legal counsel and actuarial service providers. Duties and Responsibilities: Operations, Compliance, Accounting and Tax Assists as needed with operations, audit, compliance and tax documentation as needed-ensures timely filing of all required reports Provides information to support various regulatory, tax and other external disclosures and filings including: 5500, Annual Funding Notice, and Fiduciary Insuranceensures consistent delivery of accurate information Adheres to operating disciplines and regulatory standards Reviews integrity of reports, highlighting any discrepancies and works to resolve any differences Oversees cash flows by interacting with the investment managers, third-party administrators and custodian as necessary Sets up new investments in the system by working with the investment team to understand key investment properties and benchmarks, reading legal documents and entering fee and liquidity terms Performs investment, cash and unfunded commitment reconciliation Verifies accuracy of invoices, sets up wire transfers and processes payments Works with bank custodian to complete and file global tax documents Investment Monitoring and Reporting Manages investment reporting as necessary for the 401(k) and defined benefit plans Monitors the performance and risk exposure of highly complex investments to ensure these investments are well understood and complement investment objectives Conducts ongoing due diligence and monitoring of investment managers across all asset classes Identifies areas of underperformance and works with other team members to make changes to improve plan performance Researches investment strategies, asset allocation methods, and practices that align with Plan objectives Assists in preparing investment analysis and commentary for the investment committee Team Player Willing to be flexible in scope and responsibility Ability to juggle multiple projects and take on a variety of responsibilities Desire/ability to work successfully in a small team environment and adapt to change Minimum Qualifications Bachelor's degree in a related discipline (Accounting, Finance, Economics, Engineering, Computer Science, or Mathematics) and 2 years' experience in a related field (investment management, accounting, banking, cash management, or reporting) The right candidate could also have a different combination, such as a master's degree and up to 2 years' experience; or 6 years' experience in a related field. Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments Proficient in Microsoft Excel, with experience in creating and maintaining complex spreadsheets using advanced functions such as VLOOKUP, pivot tables, and data analysis tools Demonstrates excellent writing and communication skills Self-motivated, organized and detail-oriented with the ability to manage multiple projects at once while also ensuring that all deliverables consistently meet the highest standard of quality and accuracy High ethical standards, trustworthy, maintains confidentiality (acceptable background check will be required) Curiosity and critical thinking skills with the ability to identify solutions to problems but also unafraid to ask for help Preferred Progress toward CAIA/FRM/CFA designation or desire to pursue Familiarity with investment markets and reporting Strong background in statistics or quantitative methods USD 79,400.00 - 119,000.00 per year Compensation: Compensation includes a base salary of $79,400.00 - $119,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Benefits: The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. About Cox Cox empowers employees to build a better future and has been doing so for over 120 years. With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses - which includes Cox Automotive and Cox Communications - is forging a better future for us all. Ready to make your mark? Join us today! Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page . Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.