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Years of Experience
Date Last Verified
Investment Analyst The candidate will be responsible for oversight of the investment portfolios totaling over $194.7 billion in assets. Will provide operational oversight and support to ensure that Investment Managers, the Custodian, Administrators and other Third-Party investment related service providers are performing their duties appropriately as they relate to the company. Oversees all functions performed within the Public Markets Group and manages a small team of professional staff within Group by assigning and monitoring tasks, providing training and evaluating performance. Leads meetings/discussions representing Public Markets Group functions. Responsible for the oversight and analysis of monthly Investment Manager Reconciliations. Communicates with Investment Managers and Custodian and facilitates the resolutions of issues. Validates transaction activity for rebalances and transition of assets, interacts with Retirement Systems in answering questions/resolving issues, and provides insights and recommendations for accounting activity. Reviews data for Investment Manager compliance for use in KPIâ€™s. Reviews domestic corporate action verifications. Creates, refines and maintains written process documentation for the Oversight of publicly-traded security accounts. Applies and builds creative automation solutions to facilitate the timely completion of functions within the Group. Performs other related duties and functions as may be required.
Qualification and Experience
The candidate should have a baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and/or statistics and one year of satisfactory full-time experience in investment activities of a governmental agency, financial institution, or brokerage firm; or A baccalaureate degree from an accredited college or university and two years of satisfactory full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. For Assignment Level II : Must also have at least one(1) additional year of full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. For Assignment Level III :Must have at least two(2) additional years of full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. Three (3) or more years of experience in a financial services organization handling operational support functions similar to those described in the bulleted list in the job description above. Substantial supervisory experience managing a team of finance/accounting professionals. Familiarity with My State Street and other asset management tools preferred. Superior project management skills and demonstrated ability to multitask across various functional areas is ideal. Demonstrated ability to maintain metrics to track performance. Strong communications skills including excellent Microsoft Office (Excel, PowerPoint) computer skills at the user level. Will be subject to the financial disclosure requirements of the officeâ€™s Personal Trading Policy.
Job ID: 345821
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