Investment Research Analyst/Senior Investment Research Analyst (Contractual)

The Finance Department (FIN) at IMF is seeking Investment Research Analysts to support investment activities of the Fund’s Investment Unit and Pension Investment Unit managing diversified portfolios. The role involves research, analysis, and operational support across investment strategy, asset allocation, market analysis, and reporting.

Responsibilities

• Conduct qualitative and quantitative research on financial markets, asset classes, investment strategies, and investment managers.
• Analyze economic, market, portfolio, and performance data to identify trends, risks, and investment opportunities and support investment decision-making.
• Develop and maintain analytical models, tools, dashboards, and databases to support portfolio monitoring, risk assessment, and investment research.
• Monitor portfolio performance and investment strategy implementation, and support due diligence and ongoing evaluation of external investment managers.
• Contribute to research and analysis related to asset allocation, portfolio construction, manager selection, and other strategic investment initiatives.
• Prepare investment reports, presentations, briefing materials, and analytical memoranda for management and governance committees.
• Utilize investment databases, financial market platforms, and other analytical resources to collect, validate, and analyze investment information.
• Support governance and operational processes including preparation of committee materials, coordination of documentation, and maintenance of investment records.
• Identify opportunities to improve analytical processes, reporting, data management, and technology-enabled investment capabilities.
• Collaborate with colleagues, consultants, service providers, and investment managers, contributing to a high-performing professional and diverse team environment.

Requirements

• Undergraduate degree or equivalent in investments/finance, economics, mathematics, engineering, statistics, and/or accounting; or an undergraduate degree in another field with relevant professional investment experience; or undergraduate degree plus enrollment in CFA certification program.
• Must be a CFA charter holder or prepared to undertake the CFA certification program.
• Strong quantitative, analytical, and problem-solving skills with ability to synthesize and interpret large financial, market, and economic data.
• Proficiency in Excel and familiarity with financial and economic data platforms such as Bloomberg, eVestment, Datastream.
• Experience with programming and analytical tools such as Python, R, VBA, MATLAB, or similar is desirable.
• Knowledge of investment theory and practice including portfolio analytics, performance measurement, risk analysis, and asset allocation concepts.
• Strong written and verbal communication skills to present analytical findings clearly and effectively.
• Strong interpersonal skills and ability to work collaboratively in a diverse, team-oriented environment.
• This is a one-year contractual appointment renewable up to four years based on performance, budget, and business need.
• Candidates must currently reside in the Washington DC metro area.
• Applicants must include a Statement of Interest with their application.

Skills

• Investment Research
• Financial Analysis
• Quantitative Analysis
• Portfolio Analytics
• Performance Measurement
• Risk Analysis
• Asset Allocation Strategies
• Excel
• Bloomberg
• eVestment
• DataStream
• Python Programming
• R Programming
• VBA Programming
• Matlab
• Investment Theory
• CFA Certification
• Economic Data Analysis
• Market Data
• Financial Reporting

Languages

English