Financial Analyst 2
About The Position
The Financial Analyst 2 will assemble/record data as related to investments; analyze/interpret financial data; determine appropriate investment and assist in the management of investment programs. ESSENTIAL FUNCTIONS: Coordinate/maintain control of revenues received, disbursements and investment of Pension and OPEB Trust portfolios. Analyze financial data, type of investments and determine appropriate investment actions. Work with banks, brokers and investment managers to resolve problems related to security failures on settlement date. Research/review the Division, Pension and OPEB trust portfolios to determine if investments can be made to increase yields in accordance with investment guidelines. Determine the type of investment to be purchased with daily cash flow. Authorize depository banks to issue wires, transfer funds, deliver/receive securities. Maintain a knowledge of current market trends/conditions. Assist Division's Bond Trustees concerning monthly funding of accounts, payouts and investments. Prepare various reports in conjunction with investments. Negotiate commission rates of stock transactions with brokers; calculate/authorize payment of Pension, OPEB Trust and Division custodial fees for safekeeping of securities. Coordinate the settlement of all securities; resolve statistical discrepancies related to the purchase/sale of securities. Perform other duties as directed.
Requirements
- Bachelor's degree in Finance, Accounting or related field.
- Two years of professional level financial experience.
- Must have an occupationally significant combination of: thorough knowledge of stock, bond and short-term money markets; demonstrated ability to analyze domestic/international financial markets; ability to make rapid, accurate and complex decisions under pressure; verbal facility to deal effectively with a diverse population; and organizational ability.
Responsibilities
- Coordinate/maintain control of revenues received, disbursements and investment of Pension and OPEB Trust portfolios.
- Analyze financial data, type of investments and determine appropriate investment actions.
- Work with banks, brokers and investment managers to resolve problems related to security failures on settlement date.
- Research/review the Division, Pension and OPEB trust portfolios to determine if investments can be made to increase yields in accordance with investment guidelines.
- Determine the type of investment to be purchased with daily cash flow.
- Authorize depository banks to issue wires, transfer funds, deliver/receive securities.
- Maintain a knowledge of current market trends/conditions.
- Assist Division's Bond Trustees concerning monthly funding of accounts, payouts and investments.
- Prepare various reports in conjunction with investments.
- Negotiate commission rates of stock transactions with brokers; calculate/authorize payment of Pension, OPEB Trust and Division custodial fees for safekeeping of securities.
- Coordinate the settlement of all securities; resolve statistical discrepancies related to the purchase/sale of securities.
- Perform other duties as directed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
