Investment Portfolio Analyst

Air Line Pilots Association, Int'l.•Tysons (McLean), VA

About The Position

Investment Portolio Analyst 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 80,000 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. Local, national, and international travel: 25 - 35%. ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities. This position is covered by a collective bargaining agreement. ALPA is a member-driven, staff supported, union with two internal professional unions.

Requirements

Bachelor’s degree in business, finance, economics, or relevant area from an accredited college or university required, master’s degree preferred; or, the equivalent combination of education and experience.
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, at management discretion.
Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance.
Knowledge of portfolio tracking and analysis software strongly preferred.
Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-à-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income.
Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots.
Demonstrated ability working as an integral member of a team.
Microsoft Excel, Word, PowerPoint, and Outlook required.
Ability to design charts, graphs, and/or spreadsheets strongly preferred.

Nice To Haves

Master’s degree preferred
Ten (10) or more years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets preferred.
Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance.
Knowledge of portfolio tracking and analysis software strongly preferred.
Ability to design charts, graphs, and/or spreadsheets strongly preferred.
Chartered Financial Analyst (CFA) designation strongly preferred.

Responsibilities

Gather and organize data and input 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.
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
Provide assistance in collective bargaining
Assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews
Annually, provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available
Provide investment performance expertise to the Association’s Investment Management Committee (IMC) and participate in internal IMC meetings, as needed.

Benefits

401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required!
The 401k plan includes a Roth option and 4-year vesting schedule.
Generous health care benefits on day one – PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children
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, where available.
Partial remote work opportunities.