Treasury & Investments Senior Analyst (6253)

Septa•Philadelphia, PA

1d•$79,534 - $99,424

About The Position

The Southeastern Pennsylvania Transportation Authority (SEPTA) is the sixth-largest transportation system in the U.S., connecting communities across a 2,200-square-mile service region. SEPTA is at the forefront of innovation in the transit industry, ensuring reliable and efficient services while driving economic growth in the Philadelphia region. We are proud to be recognized as: 2023 FORBES Best in State Employer Philadelphia Employer of Choice for 2024 We are seeking to hire candidates for our Treasury & Investments Senior Analyst (6253). OVERALL DESCRIPTIONResponsible for administrating the Authority’s defined benefit & defined contribution investment programs and capital markets related financial activities. This position plays a key role in ensuring compliance with investment policies, supporting investment committee activities, coordinating with investment managers, and supporting the long-term objectives of the Authority’s Pension and 457(b) plans. The role also supports broader business and financial planning efforts aligned with the Authority’s operating and capital needs, including supporting debt financing and capital markets activity, financial planning and analysis, risk financing, as well as supporting commercial and investment banking activity.

Requirements

Bachelor's degree (in accounting, business administration, public administration, economics, or finance preferred) with a minimum of five (5) years of collective professional experience required (or a CFA, CAIA, or master's degree and three (3) years of related experience in investments, asset management, public or corporate finance.
Excellent verbal and written communications skills required.
Excellent analytical skills required.

Nice To Haves

Experience working with board governance or investment committees preferred.
Understanding of legal and regulatory frameworks surrounding defined benefit and defined contribution plans, as well as public finance and municipal bonds preferred.
Demonstrated commitment to public service and ethical stewardship of public funds.

Responsibilities

Oversees pension fund administration in coordination with senior leadership and investment and actuarial consultants.
Provides administrative support and oversight of defined benefit and defined contribution investment manager performance in coordination with investment consultants.
Monitors compliance with the Authority's investment policy statements, financial guidelines, and fiduciary responsibilities.
Coordinates all investment-related activities with internal departments, external consultants, investment managers, and legal advisors.
Supports the maintenance of trust funds, reserve accounts, and other vehicles associated with the Authority’s financial obligations.
Conducts analysis and reporting on pension plan investment performance and related financial metrics.
Maintains up-to-date knowledge of regulatory, accounting, and legal developments affecting defined benefit and defined contribution plans.
Collaborates with the Finance and HR departments on defined benefit and defined contribution benefits strategy.
Performs special assignments and additional duties related to financial planning, including support for debt issuance and capital markets transactions, as required.
Supports the establishment and maintenance of Authority credit, particularly as related to credit ratings agencies and municipal bond investors.
Provides ongoing analytical support to Corporate Treasury through the development and use of financial models in Microsoft Excel.

Benefits

Comprehensive Healthcare Coverage – Medical, prescription, dental, and vision plans with little to no employee premiums.
Retirement Security – Participate in a Defined Benefit Pension Plan and a 457B Deferred Compensation Plan to build your financial future.
Work-Life Balance – Enjoy paid parental leave, generous vacation time, and paid holidays to recharge and spend time with loved ones.
Employee Wellness – Access wellness programs and resources to support your physical, mental, and emotional well-being.
Invest in Your Growth – We offer tuition reimbursement to support your education and career advancement.
Student Loan Assistance – Our positions qualify for the Public Service Loan Forgiveness (PSLF) program, helping you manage and reduce student debt.
Free Travel Perks – Receive a FREE SEPTA Transportation Pass, giving you unlimited access to all SEPTA services!

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