Investment Officer III recruitment

Duties include but are not limited to:

Ensures portfolio characteristics are in line with the benchmark / model, including primary responsibility for certain portfolios and coverage responsibility for others
Monitors model / benchmark changes and data to ensure appropriate equity, cash, and futures exposures
Creates and reviews trades to achieve the desired exposures
Ensures appropriate portfolio performance through accurately tracking the returns of the portfolios and performing risk attribution versus the appropriate benchmark and model
Develops effective strategies for investment both in terms of theory as well as implementation
Oversees and analyzes corporate actions including tender offers, IPOs / SPOs, voluntary dividend treatment, etc.

Minimum Requirements and Experience:

Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
Five 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 private corporation or entity having a major investment management program

Desirable Qualifications:

Sound knowledge of institutional investment asset management with particular emphasis on portfolio management as it applies to private market investing
Demonstrated ability to apply portfolio management techniques and principles to the public equity asset class
Familiarity with equity risk models and calculations
Project management and reporting experience in an institutional investment management context
Professional certification such as CPA, CFA, MFE, ASA / FSA or candidate
MBA or possession of an advanced degree in Finance, Investment Management, or another applicable technical field
Excellent communication skills, both written and oral
MS Office Suite experience; particularly Excel proficiency
Ability to prioritize tasks, balancing the needs / demands of multiple constituencies and competing deadlines while remaining flexible
Strong analytical skills and attention to detail, ability to identify and fix unintended consequences before they become trouble
Ability to work independently and under short time constraints
Ability to perform effectively in a highly complex, open, and transparent public setting with a clearly defined “chain of command”

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