SENIOR PORTFOLIO ANALYST

Arizona Department of Administration•Phoenix, AZ

23h•Hybrid

About The Position

Are you looking for a career where you can make a difference? Would you like to be part of a culture that promotes learning and collaboration while helping employees with what they need to succeed and thrive? If so, Public Safety Personnel Retirement System (PSPRS) is looking for talented people who will help us achieve our goal of honoring the contributions and sacrifices of Arizona’s public safety employees by providing outstanding service to those who protect and govern our state. At PSPRS we understand that it begins with outstanding talent. It all begins with you. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. The mission of Public Safety Personnel Retirement System is to deliver unparalleled service in providing retirement benefits to Arizona’s community of police officers, firefighters, corrections officers, judicial and elected officials. PSPRS serves approximately 60,000 active and retired public employees. We offer competitive pay and excellent benefits to those eager to serve our membership and mission. Interested applicants can visit www.psprs.com to learn more about our agency. The Arizona Public Safety Personnel Retirement System has 11 billion dollars under management invested by an internal team of Portfolio Managers and Analysts in public and private securities. This position is a senior member of the investment management team responsible for the research, management and trading of a portion of the 11 billion dollars under management. This person will originate and review major investment themes and economic developments as a senior member of the due diligence team.

Requirements

A Bachelors’ degree is required, preferably in the following areas of study; economics, finance, business, statistics, philosophy, chemistry, mathematics, physics, or political science.
Five years of professional experience in asset management or another field requiring robust thematic research, writing and/or quantitative analysis.
Knowledge of Financial and capital markets.
Knowledge of Investment management theory.
Knowledge of Portfolio construction.
Knowledge of Alternative asset classes.
Knowledge of Institutional due diligence procedures.
Knowledge of Expository and evaluative writing.
Skill in Economic analysis.
Skill in Sector research.
Skill in Portfolio management systems like Bloomberg and/or Factset.
Skill in Using academic libraries for industry research, expository writing, evaluative writing and securities analysis of stocks, bonds and alternative asset classes.
Ability to Communicate effectively.
Ability to Pay attention to details.
Ability to Be creative and flexible.
Ability to Use good judgement.
Employment is contingent on the selected applicant passing a background investigation to include credit and criminal history.
If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then Driver’s License Requirements apply.
All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

Nice To Haves

PhD, CFA, MBA and other Graduate-level and/or professional degrees and certifications.

Responsibilities

Develop actionable research across public and private markets for consideration in the active portion of the Trust's portfolio.
Review draft diligence briefings from analysts.
Initiate and organize due diligence projects and files.
Make investment recommendations to the Chief Investment Officer.
Review financial statements and quarterly reports.
Interview strategic partners and management teams.
Compile findings for review by external consultants and members of the investment team.
Execute trades as directed which may include currencies, stocks and bonds. These trades could be rebalancing trades to track a benchmark or trades intended to beat the benchmark.
Take a leading role in developing and reviewing investment policies related to risk, asset allocation, direct investments, portfolio monitoring and personal trading, among others.
Make periodic reports to the System's Board of Trustees related to investment themes and/or holdings performance.

Benefits

Workplace flexibility
Learning environment
Team oriented culture
10 paid holidays per year
Accrual of sick and annual leave
Affordable medical benefits
Participation in the Arizona State Retirement Plan (after 6 months of employment)
Optional participation in a 457 deferred compensation program
Employer matching on employee deferrals in the 457 plan (limited to a matching of 6% of salary on a per pay period basis)
Improved work/life balance
Higher job satisfaction
More productive
Paid Parental Leave pilot program