Investment Specialist

Major Duties/Essential Functions

• Exercises leadership with the production of key investment deliverables, including financial models, analysis, investment memos and recommendations.
• Maintains an evaluation model that ranks assets.
• Affords assistance with cash management and asset rebalancing; evaluates the use of transition management services.
• Performs forecasting analyses including cash flow forecasts, liquidity modeling, estimated portfolio deviations from target, risk analysis and proforma portfolio exposure modeling.
• Contributes to the development and maintenance of analytical portfolio tools.
• Researches market dynamics, strategies, and trends to better target opportunities and drive the optimal use of fiscal resources.
• Develops and documents guidelines and procedures that define and maintain investment best practices.
• Provides due diligence effort on current and prospective public investment managers, including investment manager interviews, advisor reviews, quantitative and qualitative assessments, and researching investment source ideas.
• Coordinates the contracting process of investment managers on an ongoing basis including the review and preparation of specifications, requirements, terms & conditions for competitive invitation for bid (IFB) solicitations and competitive requests for proposal (RFP) documents.
• Maintains oversight of risk metrics and compliance related to local, state, and federal regulations.
• Provides qualitative and quantitative documentation, reporting, and presentations to support investment monitoring and analysis.
• Supports trade processing, cash management, and performance reporting workflows, including coordination of reconciliation and data alignment with custodians and administrators across both public and private market managers.
• Onboards new investments, including processing documentation, reconciliation, and legal paperwork.
• Assists in preparing ERFC board meeting materials including monthly/quarterly/annual performance reports and detailed investment reviews.
• Travels occasionally to investment offices, or related conferences as required.

Qualifications

• Bachelor's degree in finance, accounting, economics, business administration or related field.
• Four (4) years of experience in investment management, portfolio management, cash management, investment analytics, or related field.
• Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
• Knowledge of the principles, methods, techniques, and systems of investment and risk management.
• Knowledge of capital markets and portfolio strategy.
• Knowledge of quantitative, statistical and actuarial methods.
• Knowledge of regulation and legislation impacting the retirement industry.
• Proficiency in the use of technology, data compilation, analysis, and reporting.
• Ability to work on confidential information.
• Ability to work both collaboratively and autonomously.
• Ability to work effectively under pressure.
• Ability to develop and maintain good working relationships.
• Ability to exercise tact, good judgment, and initiative.
• Ability to facilitate meetings and/or present information to groups.
• Ability to communicate effectively, both orally and in writing.
• Preferred Certifications in Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), or Certified Public Finance Officer (CPFO).