Investment Officer – 8383/JH recruitment
The Investment Officer II (IO II) will support the Placement Agent, Conflict of Interest Form 700, Travel and Gift Policies, and other external investment advisor and manager reporting compliance and regulatory requirements. In addition, the IO II will support a proactive, comprehensive, and consistent approach to a centralized internal operational investment controls and compliance function within the Investment Office (INVO).
Investment Officer (IO) II Minimum qualifications (MQs)
• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
AND
• Three years of increasingly responsible investment analysis experience for a public agency or private financial institution, insurance company, pension fund, endowment fund, investment firm, real estate development and investment firm, or other private corporation or entity having a major investment management program
Desirable Qualifications:
• MBA or possession of an advanced degree in finance or another applicable technical field.
• Professional certification such as a CPA, CFA, MFE, ASA/FSA
• Strong analytical skills with keen attention to details
• Excellent written and oral communication skills
• Ability to work independently and under short time constraints
• Microsoft Office experience; Word, Outlook, PowerPoint and Excel