What are the responsibilities and job description for the Investment Analyst- Employees' Retirement System position at City of Baltimore?
POSTING DATE: 01/21/2025
SALARY RANGE: $79,507.00 - $127,043.00 ANNUALLY
BACKGROUND CHECK
Eligible candidates under final consideration for appointment to positions identified as positions of trust will be required to complete authorization for a Criminal Background Check and/or Fingerprint must be successfully completed.
PROBATION
All persons, including current City employees, selected for this position must complete a mandatory 6-month probation.
ELIGIBILITY
Qualified candidates will be considered for vacancies as they arise, for a period of at least six months. The decision of the Director of Human Resources with respect to acceptable minimum qualifications is final.
EDUCATION ACCREDITATION
Applicants’ education must be obtained from an accredited institution. Education credentials obtained out of the US must be evaluated for US equivalency. Evaluation agencies information may be obtained at www.naces.org.
Class Description
An Investment Analyst assists in recommending and implementing investment strategies aimed at making optimal use of City retirement funds and performs a wide variety of complex financial work and investment product and market analysis. Work of this class involves no supervisory duties or responsibilities.
Incumbents receive managerial direction from a technical superior. Employees in this class work a conventional work week that may include some evening hours. Work is primarily performed in a traditional office setting. Work requires minimal physical exertion.
SELECTION PROCESS
All candidates indicating the minimum qualifications on their applications will be placed on the eligible list without further examination. The training and experience of each candidate will be evaluated for appropriateness and quantity. It is essential, therefore, that you give complete and accurate information on your application. Vagueness or omission may prevent you from being considered for this position. Qualified candidates will not be listed in rank order.
MINIMUM QUALIFICATION
On or before the date of filing the application, each candidate must:
EDUCATION: Have a bachelor's degree from an accredited college or university in investment management, business administration, finance, economics, accounting, or related field.
AND
EXPERIENCE: Have four (4) years of professional experience in institutional investment management, investment banking, treasury management, or investment consulting.
OR
EQUIVALENCY (NOTES): Have a master’s degree from an accredited college or university in investment management, business administration, finance, economics, accounting or related field and two years of professional experience in institutional investment management, investment banking, treasury management, or investment consulting.
LICENSES, REGISTRATIONS AND CERTIFICATES:
N/A.
KNOWLEDGE, SKILLS AND ABILITIES:
Applicants must provide sufficient information on their application to show that they meet the minimum qualifications for this recruitment. Successful applicants will be placed on the employment certified eligible list for at least six months.
The examination will consist of a rating of your education, training, and experience as presented on your application and as they relate to the requirements of the position. You may be required to complete supplemental questions to further examine specific Knowledge, Skills and Abilities of the position. Therefore, it is important that you provide complete and accurate information on your application.
BENEFITS:
The City of Baltimore offers a generous and competitive benefits package. You can learn about our benefits here: https://humanresources.baltimorecity.gov/hr-divisions/benefits.
Financial Disclosure
This position is required to complete a Financial Disclosure pursuant to Sections 7-7, 7-8, and 7-9 of the City Ethics Law.
If you have questions regarding this position, please contact Maya McEachern HR Specialist II via email at Maya.mceachern@baltimorecity.gov.
Baltimore City Government is an Equal Employment Opportunity Employer, and we are committed to a workplace that values diversity, equity, and inclusion. The City of Baltimore prohibits discrimination on the basis of race, color, religion, age, sex, ancestry, creed, national origin, disability status, genetics, marital status, military service, sexual orientation, gender identity/expression or any other characteristic protected by federal, state or local laws. Applicants requiring accommodations during the hiring process should contact the Department of Human Resources directly. Do not attach your request for accommodation to the application.
BALTIMORE CITY IS AN EQUAL OPPORTUNITY EMPLOYER
SALARY RANGE: $79,507.00 - $127,043.00 ANNUALLY
BACKGROUND CHECK
Eligible candidates under final consideration for appointment to positions identified as positions of trust will be required to complete authorization for a Criminal Background Check and/or Fingerprint must be successfully completed.
PROBATION
All persons, including current City employees, selected for this position must complete a mandatory 6-month probation.
ELIGIBILITY
Qualified candidates will be considered for vacancies as they arise, for a period of at least six months. The decision of the Director of Human Resources with respect to acceptable minimum qualifications is final.
EDUCATION ACCREDITATION
Applicants’ education must be obtained from an accredited institution. Education credentials obtained out of the US must be evaluated for US equivalency. Evaluation agencies information may be obtained at www.naces.org.
Class Description
An Investment Analyst assists in recommending and implementing investment strategies aimed at making optimal use of City retirement funds and performs a wide variety of complex financial work and investment product and market analysis. Work of this class involves no supervisory duties or responsibilities.
Incumbents receive managerial direction from a technical superior. Employees in this class work a conventional work week that may include some evening hours. Work is primarily performed in a traditional office setting. Work requires minimal physical exertion.
SELECTION PROCESS
All candidates indicating the minimum qualifications on their applications will be placed on the eligible list without further examination. The training and experience of each candidate will be evaluated for appropriateness and quantity. It is essential, therefore, that you give complete and accurate information on your application. Vagueness or omission may prevent you from being considered for this position. Qualified candidates will not be listed in rank order.
MINIMUM QUALIFICATION
On or before the date of filing the application, each candidate must:
EDUCATION: Have a bachelor's degree from an accredited college or university in investment management, business administration, finance, economics, accounting, or related field.
AND
EXPERIENCE: Have four (4) years of professional experience in institutional investment management, investment banking, treasury management, or investment consulting.
OR
EQUIVALENCY (NOTES): Have a master’s degree from an accredited college or university in investment management, business administration, finance, economics, accounting or related field and two years of professional experience in institutional investment management, investment banking, treasury management, or investment consulting.
LICENSES, REGISTRATIONS AND CERTIFICATES:
N/A.
KNOWLEDGE, SKILLS AND ABILITIES:
- Knowledge of the investment management business and experience working with institutional investments including familiarity with the related investment terminology.
- Knowledge of modern portfolio theory, pension plan investments, the global financial market and economies.
- Knowledge of both international and domestic capital markets, including stock, bond, real estate, private equity, hedge funds and other investment vehicles.
- Knowledge of Federal, State, and City statutory and regulatory provisions concerning investments.
- Knowledge of analytical techniques to conduct studies, evaluate findings, and make recommendations concerning effectiveness, efficiency and productivity of projects/programs that are being monitored or considered.
- Knowledge of investment attribution systems and PC software applications including spreadsheets and databases.
- Skill in portfolio management, global financial markets and economics, and current investment instruments.
- Skill in financial analysis, including asset allocation modeling, investment risk and return parameters, strategic and tactical investment strategies, and investment performance management.
- Ability to interpret and explain complex, technical, industry-specific financial and legal terms and conditions.
- Ability to clearly articulate complex investment issues to the Board, public officials, large groups and stakeholders.
- Ability to negotiate and monitor investment-related contracts and resolve contract violations.
- Ability to prepare, interpret, and devise financial reports and statements.
- Ability to establish and maintain effective working relationships with a broad spectrum of officials, investment managers and custodial bank officials, consultants, auditors, actuaries and representatives of other groups.
Applicants must provide sufficient information on their application to show that they meet the minimum qualifications for this recruitment. Successful applicants will be placed on the employment certified eligible list for at least six months.
The examination will consist of a rating of your education, training, and experience as presented on your application and as they relate to the requirements of the position. You may be required to complete supplemental questions to further examine specific Knowledge, Skills and Abilities of the position. Therefore, it is important that you provide complete and accurate information on your application.
BENEFITS:
The City of Baltimore offers a generous and competitive benefits package. You can learn about our benefits here: https://humanresources.baltimorecity.gov/hr-divisions/benefits.
Financial Disclosure
This position is required to complete a Financial Disclosure pursuant to Sections 7-7, 7-8, and 7-9 of the City Ethics Law.
If you have questions regarding this position, please contact Maya McEachern HR Specialist II via email at Maya.mceachern@baltimorecity.gov.
Baltimore City Government is an Equal Employment Opportunity Employer, and we are committed to a workplace that values diversity, equity, and inclusion. The City of Baltimore prohibits discrimination on the basis of race, color, religion, age, sex, ancestry, creed, national origin, disability status, genetics, marital status, military service, sexual orientation, gender identity/expression or any other characteristic protected by federal, state or local laws. Applicants requiring accommodations during the hiring process should contact the Department of Human Resources directly. Do not attach your request for accommodation to the application.
BALTIMORE CITY IS AN EQUAL OPPORTUNITY EMPLOYER
Salary : $79,507 - $127,043
