] Office of Human Resources - Montgomery County Public Schools

OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → INVESTMENT ANALYST-EQUITY

Sorted by job title: A - C | D - H | I - Q | R - Z

Investment Analyst-Equity

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Investment Analyst CODE: 5091 SQ/OQ: Optimal Qualified
WORKING TITLE: Investment Analyst-Equity GRADE: 26 MONTHS: 12
SUMMARY DESCRIPTION; PHYSICAL DEMANDS; AND SPECIAL REQUIREMENTS: SUMMARY DESCRIPTION OF CLASSIFICATION: Under direction of the director of investments and Senior Manager, Investments, the analyst helps to coordinate the investment activities for equity portfolio of the Montgomery County Public Schools (MCPS) Retirement System Trust (pension). The analyst also helps to oversee investment menu for the MCPS defined contribution plans. The analyst will be a key member of the team and interact with a diverse range of internal and external contacts, including investment managers, consultants, financial advisors, actuaries, and attorneys. 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.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE SKILLS ABILITIES: 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 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; CERTIFICATE AND LICENSE REQUIREMENTS: EDUCATION, TRAINING, AND EXPERIENCE: Bachelor’s degree from an accredited college or university. Master's or CFA 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 equity manager selection, asset management, investment banking or investment consulting.CERTIFICATE AND LICENSE REQUIREMENTS: None
OVERTIME ELIGIBLE: No

DUTIES AND RESPONSIBILITIES:

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.) Supports the identification, review, and evaluation of prospective investment opportunities in public and private equity. Conducts due diligence on investment opportunities. Performs technical and quantitative analyses of track records and summarizes due diligence findings in investment recommendation memoranda for internal research team and Boards of Investment Trustees. Prepares and presents investment recommendations in public and private equity to internal research team and Board of Investment Trustees. Assists in implementing the investment policy and asset allocation and monitoring the performance of existing managers in the Equity portfolio. Updates internal database of existing investments and analyzes the performance of existing investments. Reviews legal documents and assisting the senior investment team, legal team, and external consultants in negotiating terms and conditions of new investment agreements and other related contracts. Reviews and makes recommendations on amendment requests, consent notices, and other contract changes. Participates in annual meetings and quarterly update calls. Writes investment update reports, and meeting notes. Works with custodian bank and investment managers to execute trade and wiring instructions. Prepares monthly reports for the pension 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.

This description may be changed at any time.