Investment Portfolio Manager, Grade N29
About The Position
The Montgomery County Investment Boards manage prudent investment programs for the Montgomery County Employee Retirement Plans and Consolidated Retiree Health Benefits Trust, with nearly $10 billion in assets. The Boards establish investment policies, oversee asset allocation, evaluate and monitor investment managers, and manage investment risk. The investment team conducts research and analysis, evaluates investment opportunities and managers, monitors portfolio performance and risk, and develops recommendations to support the plans’ long-term objectives. The Investment Portfolio Manager is a highly analytical investment professional who independently evaluates investment opportunities, managers, markets, and portfolio risks. The role synthesizes complex financial and economic information into clear, well-supported investment recommendations and uses advanced analytical technologies, investment systems, data platforms, and software tools to research investments and analyze portfolios, risk, and performance. Strong written and verbal communication is essential, including presenting complex analyses and responding to questions from senior investment staff and the Boards. The position may require national and/or international travel. Appointees must complete a twelve-month probationary period, during which performance will be carefully evaluated; continued employment in the position depends on successful completion. The role requires completion of a financial disclosure.
Requirements
- Five years of applicable professional experience demonstrating advanced knowledge and competence in financial, business administration, and/or investment administration fields.
- Bachelor’s degree from an accredited college or university in Accounting, Economics, Business Administration, Finance, or a related field.
- An equivalent combination of education and experience may be substituted.
- Strong research, quantitative, and problem-solving skills.
- Ability to independently evaluate investment opportunities, managers, markets, and portfolio risks; synthesize complex financial and economic information; and develop clear, well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present complex analyses clearly and respond effectively to questions.
Nice To Haves
- Master’s degree.
- CFA or CPA certification.
- Demonstrated experience conducting rigorous quantitative and qualitative investment research and translating it into actionable investment recommendations.
- Proficiency with investment analytics, financial databases, portfolio/risk systems, programming or data-analysis tools, and other advanced technologies.
- Experience performing investment manager due diligence, selection, and monitoring.
- Experience in asset allocation and asset class research.
- Ability to communicate complex investment analyses clearly and persuasively, orally and in writing.
Responsibilities
- Conduct rigorous quantitative and qualitative research on investment managers, strategies, asset classes, financial markets, and portfolio risks to support investment decisions.
- Use investment technologies, analytical software, data platforms, and other research tools to evaluate performance, risk, portfolio exposures, market conditions, and investment opportunities.
- Perform manager and investment due diligence, including performance and attribution analysis, benchmarking, risk/return assessment, and evaluation of investment strategies and organizations.
- Work across asset classes in public and private markets.
- Develop data-supported investment recommendations and present findings to senior investment staff and, as appropriate, the Boards.
- Monitor existing investments and identify changes in performance, risk, markets, organizations, or strategies that warrant further analysis or action.
- Contribute to portfolio construction, asset allocation, risk management, investment policy, cash-flow analysis, and other portfolio-level projects.
- Prepare investment memoranda, analytical reports, presentations, and other materials communicating findings, assumptions, risks, and recommendations.
- Assist the Executive Director/CIO and Senior Investment Officers with investment-related projects and initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
