Investment Specialist (One Year Only)

Fairfax County Public Schools•Fairview Park, OH

7d•Onsite

About The Position

Performs a variety of professional duties required to support ERFC in investment monitoring; assists the ERFC Deputy Executive Director, Investments in overseeing and managing the investment portfolio; monitors financial markets, investment performance, compliance, contracted agreements, and investment-related costs; conducts research and analysis across asset classes; collaborates with investment consultants, fund managers, actuaries, legal counsel, and other stakeholders to support portfolio performance and investment initiatives.

Requirements

Bachelor's degree in finance, accounting, economics, business administration or related field.
Four (4) years of experience in investment management, portfolio management, cash management, investment analytics, or related field.
Knowledge of the principles, methods, techniques, and systems of investment and risk management.
Knowledge of capital markets and portfolio strategy.
Knowledge of quantitative, statistical and actuarial methods.
Knowledge of regulation and legislation impacting the retirement industry.
Proficiency in the use of technology, data compilation, analysis, and reporting.
Ability to work on confidential information.
Ability to work both collaboratively and autonomously.
Ability to work effectively under pressure.
Ability to develop and maintain good working relationships.
Ability to exercise tact, good judgment, and initiative.
Ability to facilitate meetings and/or present information to groups.
Ability to communicate effectively, both orally and in writing.

Nice To Haves

Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
Certifications in Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), or Certified Public Finance Officer (CPFO).

Responsibilities

Exercises leadership with the production of key investment deliverables, including financial models, analysis, investment memos and recommendations.
Monitors, reviews, reconciles investment activity, and maintains an evaluation model that ranks assets.
Assists with cash management and asset rebalancing; evaluates the use of transition management services.
Performs forecasting analyses including cash flow forecasts, liquidity modeling, estimated portfolio deviations from target, risk analysis and proforma portfolio exposure modeling.
Contributes to the development and maintenance of analytical portfolio tools.
Research market dynamics, strategies, and trends to better target opportunities and drive the optimal use of fiscal resources.
Develops and documents guidelines and procedures that define and maintain investment best practices.
Provides due diligence effort on current and prospective public investment managers, including investment manager interviews, advisor reviews, quantitative and qualitative assessments, and researching investment source ideas.
Coordinates the contracting process of investment managers on an ongoing basis including the review and preparation of specifications, requirements, terms & conditions for competitive invitation for bid (IFB) solicitations and competitive requests for proposal (RFP) documents.
Monitors, tracks, and audits risk metrics and compliance related to local, state, and federal regulations.
Provides qualitative and quantitative documentation, reporting, and presentations to support investment monitoring and analysis.
Supports trade processing, cash management, and performance reporting workflows, including coordination of reconciliation and data alignment with custodians and administrators across both public and private market managers.
Onboard new investments, including processing documentation, reconciliation, and legal paperwork.
Assists in preparing ERFC board meeting materials including monthly/quarterly/annual performance reports and detailed investment reviews.
Travels occasionally to investment offices, or related conferences as required.
Performs related duties as required or assigned.