Investment Officer - Quantitative Analytics

Job Summary

The Investment Officer is a mid-senior level investment professional in the Investments Department. Under the direction of senior Investment staff, the Investment Officer assists in coordinating and monitoring investments within the Teachers’ Retirement System Global Income Strategies portfolio. The incumbent must be able to work independently, conduct thorough analysis and due diligence, and produce quantifiable recommendations supported by this research.

Essential Functions

• Help source, evaluate, and prepare analyses and proposals for investments in new potential investment managers and structures.
• Evaluate the qualifications of prospective investment management relationships in accordance with investment policy, asset allocation directives and mix, diversification strategies and guidelines controlling risk/return characteristics for Global Income Strategy portfolio.
• Research the investment performance and portfolio characteristics of existing and prospective investment management relationships and asset class structures.
• Evaluate performance and portfolio characteristics to ensure compliance with the directives of the TRS Board of Trustees regarding investment objectives and constraints.
• Prepare statistical and narrative reports regarding the investment portfolios within the Global Income Strategy asset class, market factors, alternative investment prospects, and investment industry practices.
• Proactively research investment approaches, asset mixes, and portfolio management techniques to provide potential incremental return to TRS’s individual assets and at the total fund level.
• Interact at the highest level with outside managers in direct management of the relationship to help facilitate co-investments.
• Represent TRS on partnership advisory panels and within the industry.
• Manage internal review of documentation and provide logistical leadership for the relevant oversight committee within the Global Income asset class.
• Aid Emerging Manager program staff, as necessary, in preparing analyses, due diligence, evaluations and proposals for administering emerging manager investment activity.
• Aid with developing the skillsets of investment analysts within the investment program.

Knowledge, Skills And Abilities

• Ability to positively represent the organization with external constituents.
• Builds and manages effective teams.
• Develops and delivers effective presentations.
• Demonstrated analytical skills.
• Maintains a high degree of professionalism.

Minimum Requirements

• A bachelor’s degree in finance, accounting, economics, business administration or related field is required.
• A Chartered Financial Analyst (CFA) designation or credible progress toward earning the CFA charter is preferred.
• Requires a minimum of two years of investment experience, ideally focused within the particular asset class.
• A background in due diligence and sourcing is preferred.