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SENIOR INVESTMENT ANALYST
The Senior Investment Analyst is responsible for managing and monitoring the agency's portfolio of assets, executing short and long term investment strategies, conducting thorough assessments of managers, and serving as a liaison with the investment community. This position is governed by state and federal laws and agency/institution policy.
Class Code:
A003N
Job Grade:
GS14
Special Job Requirements:
None
Typical Functions:
Directs the activities of a professional, technical, and administrative support staff through subordinate supervisors by interviewing, hiring, assigning and reviewing work, and evaluating the performance of incumbents. Oversees, monitors, and assists in the selection and administration of external investment managers and conducts on-going evaluations of investment performance to ensure productivity, cost effectiveness, and strategic fit within the overall portfolio. Performs a continuous review and evaluation of investment policies and objectives, and develops and implements policies and objectives to ensure strategic portfolio management. Advises on investment theories, styles, quantitative strategies, and conditions of global markets, and analyzes strategic and tactical investment recommendations. Negotiates fees with investment managers and the custodian, and monitors payments under contract. Analyzes investment data, state and federal laws, and executive policies for interpretation, implementation, and compliance. Reviews monitoring processes and procedures, facilitates portfolio review meetings, and oversees the statistical analysis of portfolio holdings and benchmark components. Communicates with investment managers to resolve discrepancies in security trades and compliance violations. Works with actuaries to foster a cooperative understanding of the interrelationship between assets and liabilities. Performs other duties as assigned.
Knowledge, Abilities, and Skills:
Knowledge of supervisory practices and procedures. Knowledge of fundamental and alternative asset classes, defined benefits plans, and financial reporting requirements. Knowledge of the principles and practices of organizational management and public administration. Knowledge of investment reporting practices, asset allocation, and risk management. Knowledge of investment analysis, transactions, and benchmarks. Knowledge of accounting. Ability to analyze financial statements and/or due diligence packages and document findings and issues. Ability to review federal and state legislation for interpretation, implementation, and compliance. Ability to communicate in oral and written form. Ability to plan, organize, evaluate, and direct the work of managerial, professional, and administrative support staff. Ability to identify problems, evaluate alternatives, and implement solutions.
Minimum Qualifications:
The formal education equivalent of a bachelor’s degree in accounting, finance, business administration, or a related field; plus ten years of investment experience involving all asset classes (public, private, or real estate) in the financial services industry. Additional requirements determined by the agency for recruiting purposes require review and approval by the Office of Personnel Management. OTHER JOB RELATED EDUCATION AND/OR EXPERIENCE MAY BE SUBSTITUTED FOR ALL OR PART OF THESE BASIC REQUIREMENTS, EXCEPT FOR CERTIFICATION OR LICENSURE REQUIREMENTS, UPON APPROVAL OF THE QUALIFICATIONS REVIEW COMMITTEE.
Required Certificates:
None
Exempt:
E
