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Retirement System Investment Coordinator
The Retirement System Investment Coordinator is responsible for supporting the management and administration of the retirement system's investment portfolio. This role involves assisting with investment planning, monitoring portfolio performance, coordinating with external investment managers, and ensuring compliance with applicable laws and policies. The Investment Coordinator plays a key role in safeguarding the financial health of the retirement system and ensuring the long-term sustainability of its funds.
Class Code:
FIN06P
Job Grade:
SGS09
Special Job Requirements:
Typical Functions:
Assist in the administration and monitoring of the retirement system’s investment portfolio, including equities, fixed income, real estate, and alternative investments. Analyze and report on portfolio performance, identifying trends, risks, and opportunities to enhance returns. Coordinate with external investment managers, consultants, and custodians to ensure effective management of the portfolio. Support the implementation of investment policies, strategies, and asset allocation decisions established by the retirement system’s board or investment committee. Conduct research on market conditions, investment products, and emerging trends to inform decision-making. Prepare detailed investment reports and presentations for board meetings and other internal audiences. Ensure compliance with relevant laws, regulations, and internal policies governing the retirement system’s investments. Collaborate with legal, finance, and compliance teams to address operational and regulatory requirements. Maintain up-to-date knowledge of investment best practices and retirement system funding strategies.
Knowledge, Abilities, and Skills:
Strong analytical and quantitative skills for evaluating investment performance and market data. Excellent written and verbal communication skills for preparing reports and presentations. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines. A high level of integrity and ethical judgment when handling sensitive financial information. Team-oriented mindset with the ability to collaborate across various departments and external partners.
Minimum Qualifications:
A bachelor’s degree in finance, accounting, economics, business administration, or a related field is required. Minimum of 2 years of experience in investment operations, financial analysis, or a related field. Professional certifications such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may be required. Satisfaction of the minimum qualifications, including years of experience and service, does not entitle employees to automatic progression within the job series. Promotion to the next classification level is at the discretion of the department and the Office of Personnel Management, taking into consideration the employee’s demonstrated skills, competencies, performance, workload responsibilities, and organizational needs.
Required Certificates:
N/A OTHER JOB RELATED EDUCATION AND/OR EXPERIENCE MAY BE SUBSTITUTED FOR ALL OR PART OF THESE BASIC REQUIREMENTS, EXCEPT FOR CERTIFICATION OR LICENSURE REQUIREMENTS, UPON APPROVAL OF THE QUALIFICATIONS REVIEW COMMITTEE.
Exempt:
E