] Office of Human Resources - Montgomery County Public Schools

OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → SENIOR ANALYST, INVESTMENTS

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Senior Analyst, Investments

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Investment Analyst CODE: 5091 SQ/OQ: Optimal Qualified
WORKING TITLE: Senior Analyst, Investments GRADE: 26 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under direction of the director of investments, the senior analyst helps to coordinate the investment activities for the Montgomery County Public Schools (MCPS) Retirement System Trust (pension). The senior analyst also helps oversee investment menu for the MCPS defined contribution plans. The senior analyst will be a key member of the team and interacts with a diverse range of internal and external contacts, including investment managers, consultants, financial advisors, actuaries, and attorneys.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: A strong working knowledge of capital markets, investment theory, and portfolio strategy. Ability to evaluate and oversee external service providers including investment managers, custodian, and investment consultants. Demonstrated ability to analyze and interpret complex investment data and reports and to effectively communicate complex and technical financial information and concepts both orally and in writing. Ability to work independently and manage time effectively. Ability to multi-task and prioritize among time-sensitive tasks. Highly skilled using investment analysis software and Excel. Strong numeric skills. Intellectual curiosity and continual self-development. Ability to acquire knowledge of and meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: Bachelor's degree from an accredited college or university. Master's preferred. Major in economics, finance or related field preferred. Minimum three to five years of professional experience demonstrating advanced knowledge and competence in asset allocation, public/private markets investment, asset management or investment consulting.
CERTIFICATE AND LICENSE REQUIREMENTS: None
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires periodic night and weekend work to meet deadlines. Occasional travel to attend meetings with investment managers.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Position requires periodic night and weekend work to meet deadlines. Occasional travel to attend meetings with investment managers.
OVERTIME ELIGIBLE: No

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

(The job duties listed are typical examples of the work performed by this job classification. Not all duties assigned are included, nor are all duties listed performed in every office.)

Assists in implementing the investment policy and asset allocation and monitoring the performance of existing managers in the portfolio.

Researches current and historical financial market data.

Analyzes and interprets financial data from many sources.

Works with custodian bank and investment managers to execute trade and wiring instructions.

Reviews and implements contractual agreements with investment managers and other service providers.

Prepares monthly reports for the defined benefit plan.

Provides assistance with rebalancing plan assets and with liquidity management.

Contributes to development and maintenance of analytical portfolio tools.

Works with investment consultants to prepare materials for meetings of the Board of Investment Trustees and the Defined Contribution Investment Committee.

Contributes to the planning, development and implementation of programs and strategies to meet the Board of Investment Trustee's long-term objectives, particularly investment policy.

Contributes to benefit payment calculation and recordkeeping.

Assists in special projects as needed.

Performs related duties consistent with the scope and intent of the position.
Class Established: 3/2013
Date(s) Revised: 12/2014, 6/2017, 7/2022
Last Reviewed:

This description may be changed at any time.