Investment Analyst – Fund Management – Downtown Columbus, Ohio

Columbus, Ohio
range of $74,214.40 - $92,768.00 annually with benefit opportunities
Jul 05, 2022
Aug 04, 2022
Employment Type
Full Time

Investment Analyst – Fund Management – Downtown Columbus, Ohio

Are you an investments professional that wants to be a part of one of the nation’s top-tier investment firms? If so, we may have your next career move! At the Ohio Public Employees Retirement System (OPERS), a 60-person investment staff manages a $100 billion portfolio of diversified assets across public and private markets. They work diligently to create value to ensure the long-term financial health of the Plan, which benefits over one million Ohioans who have dedicated their careers to public service. We are currently searching for an Investment Analyst to join our Fund Management team.

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What you’ll do

 Designs and accurately publishes reports and performs attribution analysis on a variety of portfolio data for internally or externally managed portfolios, as well as composites and funds, on a recurring or one-time basis using the internal and external data repository/accounting and software systems.

 Analyzes transition and rebalancing activities and prepares the list of securities for transfer/recall in consultation with the Fund Manager. Communicates transition planning activities to all the Investments and OPERS wide divisions.

 Proactively maintains knowledge and understanding of relevant indices and contributes such knowledge and related insights in the management of related portfolios. This includes knowledge about potential index changes and corporate actions.

 Designs and produces Fund and portfolio management summary reports such as the Dashboards for the Defined Benefit and Health Care Funds.

 Ensures reliability and integrity of data sources by acquiring and maintaining working knowledge of the software and data sources used to evaluate the internally and externally managed portfolios.

 Provides support/key input for the preparation of the Annual Investment Plan and assists in the annual review of Investments Governing Policies.

 Ensures database integrity by maintaining internal and external manager holdings, index constituent changes and sector and industry mapping changes and related data within investment applications.

 Develops and maintains knowledge of applicable third-party investment software applications and other data sources. Develops expertise on the systems utilized under Fund Management and develops ability to cross train new Associate Analysts.

 Ensures that corporate action elections for internal equity and fixed income portfolios are handled appropriately with the custodian in a timely manner.

 Produces analysis and reports on commission-sharing arrangements for the internal investment teams and for the Broker Review Committee.

 Proactively participates in Investment-wide or OPERS-wide group projects as a Fund Management Representative and maintains focus on excellent customer service.

 Much more!


What you’ll bring

 A bachelor's degree is required with a master's or MBA being preferred

 At least 3 years of investments experience

 Experience using FactSet, Barra Aegis, Eage, Barclys POINT or BarraOne is required

 Must be proficient in the use of Russell, MSCI, Barclays and FSCI Indices

 Must have experience with Charles River and Bloomberg trading order management systems

 Outstanding Excel skills including the ability to create pivot tables and use the v-Lookup function, as well as PC proficiency and strong MS Office experience including Outlook, Word and PowerPoint.

 The CFA or CAIA is strongly preferred

 The ability to become licensed as a State Retirement System Investment Officer (SRSIO) within six month of hire and to abide by the OPERS Personal Trading Policy is required


What makes you successful in this role

 Excellent communication, analytical and problem-solving skills

 Ability to organize and complete time sensitive tasks and projects

 Develop a thorough understanding of current investment activities and investment terminology

 Inquisitiveness, a love of learning and the ability to build strong working relationships both internally and externally

 Strong collaboration skills


What we offer

 A collaborative, team-oriented atmosphere with an opportunity to work with other areas of our Investments team

 A competitive target salary range of $74,214.40 - $92,768.00 / annually with opportunity to participate in the OPERS Incentive Compensation Program

 Professional growth through development opportunities and continuing education

 Excellent benefits including medical, dental, vision, long-term disability and life insurance

 Pension with 457(b) company match opportunity

 Onsite fitness center, cafeteria and free onsite, covered parking

 Generous time off accruals and 11 paid holidays per year


Application deadline information

 We are accepting applications through Friday, June 24, or until filled. Please the read OPERS Personal Trading Policy prior to applying. All applicants must be able to abide by the policy in order to be considered for employment.


Who we are

Since 1935, OPERS has provided security and peace of mind to Ohio's retired public workers and their families by offering retirement, disability, and survivor benefits programs for public employers. Our office is in downtown Columbus, minutes from the historic German Village neighborhood and the bustling Short North District. Columbus is a city that never stops innovating, thriving, or shaping tomorrow. Those attributes align perfectly with our core values. At OPERS, we never stop working for our members and investing in their futures.

As OPERS associates, we make a difference in our members’ lives from the moment they join the Plan, throughout their careers and well into retirement. When you join the OPERS family, you'll become part of a dynamic, diverse community that shares a passion for serving others. And you’ll become a member too - the work we do as OPERS associates directly impacts our own futures.

Build your career by joining the largest state pension fund in Ohio which proudly serves over 700,000 public employees and retirees. Benefit from a competitive Total Rewards Package that includes access to financial and personal wellness tools and resources. Be part of a dynamic, diverse community that shares a passion for serving others. Apply today!

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