Senior Investment Officer

Company:Montgomery County Government
Location:MD
Date:01/09/2017

Rockville, Maryland
$116,519 – $167,868

THIS RECRUITMENT WILL ESTABLISH AN ELIGIBLE LIST TO FILL CURRENT AND FUTURE VACANCIES

If filled as Investment Officer, grade 36, salary: $101,595 - $157,533
If filled as Senior Investment Analyst, grade 33, salary: $88,693 - $144,978
If filled as Investment Analyst, grade 31, salary: $81,093 - $136,613

The position's major duties include analyzing economic conditions and investment markets to evaluate the effectiveness of the Board's current asset allocation strategy, recommending changes to the Board's current policies, guidelines, programs and/or the addition or deletion of investment strategies, products, policies or guidelines. The position makes recommendations concerning new financial opportunities across all asset classes requiring considerable judgment in a dynamic and frequently changing environment. The position conducts evaluation of the ERS and CRHBT private equity, private debt, private real assets, and hedge fund investment programs and recommendation of the appropriate asset allocation strategy to maximize the return while managing the risk of the portfolio.

The position's responsibilities include: portfolio management (such as analyzing and evaluating investment managers and products, identifying and recommending investment strategies, developing guidelines, policies and procedures, evaluating current market conditions, and negotiating complex contracts); preparing research papers; development of the risk budget and Risk Management Program; and acting as Executive Director in the Executive Director's absence).

MINIMUM QUALIFICATIONS:

IF FILLED AS SENIOR INVESTMENT OFFICER, GRADE 39

Experience: Thorough (7 years) applicable professional experience, demonstrating advanced knowledge and competence in the financial, business administration and/or investment administration fields.

Education: Graduation from an accredited college or university with a Bachelor's Degree in Accounting, Economics, Business Administration, Finance, or related field. A Master's Degree and CFA or CPA certification is preferred.

Equivalency: An equivalent combination of education and experience may be substituted.
IF FILLED AS INVESTMENT OFFICER, GRADE 36

Experience: Thorough five (5) years) of applicable professional experience, demonstrating advanced knowledge and competence in the financial, business administration, and/or investment administration fields.

Education: Graduation from an accredited college or university with a Bachelor's Degree in Accounting, Economics, Business Administration, Finance, or related field. A Master's Degree and CFA, CPA, or CIMA certification is preferred.

Equivalency: An equivalent combination of education and experience may be substituted.
IF FILLED AS SENIOR INVESTMENT ANALYST, GRADE 33

Experience: Considerable (4 years) of professional experience in a financial, business administration, and/or investment administration field, engaged in the investment and administration of investment programs for retirement funds.

Education: Graduation from an accredited college or university with a Bachelor's Degree in finance, economics, accounting, or related field. CFA, CPA, CAIA, or CIMA designation preferred.

Equivalency: An equivalent combination of education and experience may be substituted.

License: None.
IF FILLED AS INVESTMENT ANALYST, GRADE 31

Experience: Considerable (4 years) of applicable professional experience in a financial, business administration, and/or investment administration field.

Education: Graduation from an accredited college or university with a Bachelor's Degree in finance, economics, accounting, or related field. CFA, CPA, or CIMA designation preferred.

Equivalency: An equivalent combination of education and experience may be substituted.

A complete job summary is available in the full advertisement.

Recruitment for this position is open until filled.

To view the full job posting and submit an application, please visit our website at http://www.montgomerycountymd.gov/HR/Recruitment/applynow.html
Click on “Search Jobs”, then “Search Jobs” again
under “General Professional” see Requisition IRC22663
EOE: M/F/D