Investment Analyst - External Public Markets
SUMMARY: OPERS uses external investment managers in a variety of public market asset classes including U.S. equity, Non U.S. equity, emerging market debt and U.S. high yield bonds. This position in the External Public Markets Group is responsible for assisting the Portfolio Manager in overseeing existing external investment managers and sourcing new managers. Work assignments include refining department reporting, preparing for committee meetings, learning how to source and oversee external managers and working on research projects. Domestic and international travel may be required.
1. Participates in external manager searches and ongoing manager monitoring.
2. Performs fundamental and statistical investment analysis on existing and potential external investment opportunities.
3. Develops and communicates information regarding portfolio performance through written and oral reports.
4. Interacts with multiple internal and external parties, including existing investment managers, analysts, prospects, consultants, intermediaries, legal counsel, and OPERS Investment Accounting.
5. Participates in projects related to External Public Markets and/or the Investments Division.
6. Develops and maintains systems and reports.
7. Performs other duties as be assigned.
KNOWLEDGE, SKILLS, AND ABILITIES TO PERFORM ESSENTIAL FUNCTIONS
- High school diploma or GED: Required
- Bachelor's Degree: Required
- MBA: Preferred
- 3 years of Investment experience is Required
- 2 years' experience managing external investment managers or similar investments related experience is Required
- Being PC proficient, knowledge of MS Windows operating system; intermediate to advanced MS Word; MS Excel preferred; Internet Explorer (browser software) and MS Outlook (internal email systems) is Required
- Experience with Barra, Factset and eVestment software packages is Preferred
- Possessing an understanding of the external manager universe is Required
- Possessing an understanding of global markets and the ability to formulate an investment opinion is Required
- Strong organizational skills
- Ability to work independently with minimal direction
- Ability to troubleshoot and problem solve independently
- Ability to react quickly in stressful situations
- Strong written and verbal communication skills
- Ability to cooperate with others in a team environment
- Chartered Financial Analyst (CFA) (or progress towards completion) is strongly desired
- Registration and licensure with the State of Ohio Security Commission is Required. Within six months of hire, the candidate must meet the eligibility requirements to be licensed as a State Retirement System Investment Officer (SRSIO), which requires either:
1. Having achieved a passing scored on one of the following:
a. Series 63 exam administered by the Financial Industry Regulatory Authority (FINRA)
b. Series 65
c. Series 66
d. Level One of the Chartered Financial Analyst designation, or
2. Earning and being in good standing with the organization that issues any of the following credentials:
a. Chartered Financial Analyst
b. Chartered Financial Consultant,
c. Chartered Investment Counselor
d. Certified Public Accountant with a personal financial specialist designation