Investment Portfolio Analyst

Air Line Pilots Association • Tysons (McLean), VA

112d • $96,027 - $167,725 • Remote

About The Position

The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 79,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office. The Investment Portfolio Analyst gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks. They attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organize and conduct financial wellness seminars and other educational programs; analyze outside investment managers and funds; track and analyze economic data; and, provide assistance in collective bargaining. They also assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews. Annually, they provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available. Throughout the year, they provide investment performance expertise to the Association's Investment Management Committee (IMC) and participate in internal IMC meetings, as needed.

Requirements

• Bachelor's degree in business, finance, economics, or relevant area required; master's degree preferred.
• Five (5) years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets required; ten (10) or more preferred.
• Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent.
• Experience in an investment-oriented position strongly preferred.
• Knowledge of portfolio tracking and analysis software strongly preferred.
• Familiarity with quantitative, computer-based methods of analyzing investment performance.
• Solid interpersonal and communication skills, oral and written.
• Demonstrated ability working as an integral member of a team.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook required.
• Chartered Financial Analyst (CFA) designation strongly preferred.

Responsibilities

• Gather and organize data for performance measurement.
• Attend and participate in benefits meetings with pilot Retirement and Insurance Committees.
• Provide analysis and oversight of pilot 401(k) plans.
• Advise and present to MEC committees and ALPA-sponsored VEBAs.
• Organize and conduct financial wellness seminars and educational programs.
• Analyze outside investment managers and funds.
• Track and analyze economic data.
• Assist in collective bargaining.
• Conduct searches for new investment managers.
• Provide a unified report on Pension Plan Performance annually.
• Provide investment performance expertise to the Investment Management Committee.

Benefits

• 401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment.
• Generous health care benefits on day one - PPO, Kaiser, and a High Deductible Health Plan.
• 15 days paid vacation and 13 holidays per year plus 2 volunteer days per year.
• Generous sick and bereavement leave.
• Competitive parental leave.
• Company-paid premiums for disability and life insurance.
• Flexible Spending and Health Savings accounts.
• Retiree health plan.
• Education Assistance Program.
• Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits.
• Partial remote work opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Religious, Grantmaking, Civic, Professional, and Similar Organizations
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees