Retirement Investment Officer - Compliance

Job Description

The Iowa Public Employees’ Retirement System is looking for qualified candidates for a Retirement Investment Officer – Compliance position with the Internal Compliance section of the Risk Management and Compliance Division.

The successful candidate will act as IPERS’ authoritative expert on internal and external investment compliance topics to safeguard IPERS’ assets, and ensure IPERS’ investments are managed in compliance with Federal and State laws, and Investment Board and internal policies.

Responsibilities Include

• Establish an Investment Compliance Program which includes creating a work plan that includes program objectives, priorities, strategies, policies, procedures financial and staffing resource requirements.
• Review and provide ongoing monitoring for all investment manager contracts and fee calculations for compliance with agreed upon terms.
• Maintain awareness of negotiations and proposed contract terms with potential investment managers and offer input on compliance matters.
• Provide written summary of completed compliance reviews and report deficiencies to the appropriate staff.
• Monitor proposed and newly issued state and federal rules and regulations to determine their affect on IPERS investment program.
• Analyze and recommend policies, procedures and other internal controls to mitigate risk.
• Provide executive-level guidance on investment compliance efforts concerning the most significant risks facing the agency.
• Monitor internal and third-party investment software services for data accuracy and protection of IPERS’ confidential information.
• Collect, analyze, and interpret current and historical investment data that may indicate financial anomalies.
• Ensure Board and staff compliance with investment policies and procedures.
• Conduct periodic staff training and serve as a resource for staff on investment compliance issues.
  
  

What We Offer

• Health, Dental, Life and Long-Term Disability Insurance – Insurance begins on the first of the month following 30 days of employment. 2025 health and dental premiums can be found here .
• Paid time off – separate vacation and sick leave – accruals begin on day one.
• Paid holidays (nine per year)
• Flex Spending Accounts (medical and dependent care)
• Defined Benefit Retirement Plan (IPERS)
• Voluntary Retirement Plan (Retirement Investors Club)
  
  

Find out more: State of Iowa – Benefits at a Glance .

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Finalists are subject to a background check.

Minimum Qualification Requirements

Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification:

• Graduation from an accredited four-year college or university with a degree in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.), and experience equal to three years of full-time work in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office.
• All of the following (a and b):
• Three years of full-time work experience in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office; and
• A total of four years of education and/or full-time experience (as described in part a), where thirty semester hours of accredited college or university course work in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.) equals one year of full-time experience.
  
  

For additional information, please click on this link to view the job description.