ERS Pension Investment Analyst I,II,and III Job Milwaukee area,Wisconsin USA,Finance & Banking

Application can be found at

Under the direction of the Employes’ Retirement System (ERS) Deputy Chief Investment Officer, the Pension Investment Analyst conducts due diligence on investment managers and monitors performance and compliance for the ERS’s $6.5 billion investment portfolio.

IMPORTANT NOTE:

The position may be filled at the level of Investments and Financial Services Specialist (2IX), Pension Investment Analyst I (PR 2PX), Pension Investment Analyst II (PR 2QX), or Pension Investment Analyst III (PR 2RX), depending upon the qualifications of the candidate and the needs of the Employes’ Retirement System (ERS). Eligible candidates who successfully complete the selection process will be placed on the highest-level eligible list for which they qualify.

Fund

Research, Analysis and Recommendations

Conduct due diligence on each investment manager and monitor performance, holdings, risk level, and guideline compliance.
Review and evaluate performance, develop appropriate recommendations, and prepare reports.
Conduct investment management with due diligence in person and attend institutional investment-specific training and conferences.

Portfolio Performance and Initiatives – Research, Analysis and Recommendations

Analyze the investment portfolio, portfolio strategy, and potential changes to the strategy.
Analyze individual investment managers and/or asset classes such as equity, fixed income, real estate, hedge funds, and private equity.
Advise the Deputy Chief Investment Officer and Chief Investment Officer, and assist in answering inquiries and requests of the ERS Board, Investment Committee, or other organizations.
Ensure that ERS management and the ERS Annuity and Pension Board are provided with the necessary information and analysis for investment-related decision‑making.
Prepare reports for management, the ERS Annuity and Pension Board, and its committees regarding investment matters, investment research results, and special projects.
Execute and manage special projects related to the investment portfolio.
Prepare quantitative analysis with respect to investment-related issues.

Investment-Related Transactions – Coordination and Implementation

Provide financial analytical support for the payment of fees and the financial accounting and budgeting of investments.
Work with the Custodian to monitor cash balances, coordinate rebalancing transactions, and reconcile investment manager quarterly statements.

Investments and Financial Services Specialist – Qualifications

Earn a bachelor’s degree in finance, economics, or a closely related field from an accredited college or university by June 2027.

Demonstrate one of the following:

At least three college classes related to investments.
Chartered Financial Analyst (CFA) Level I candidate.

Pension Investment Analyst I – Qualifications

Hold a bachelor’s degree in finance, economics, accounting, or a closely related field from an accredited college or university.

Have two years of progressively responsible experience in analyzing investments, financial, and quantitative information, and preparing written summary reports of findings.

Pension Investment Analyst II – Qualifications

Hold a bachelor’s degree in finance, economics, accounting, or a closely related field from an accredited college or university.

Have three years of progressively responsible experience in analyzing investments, financial, and quantitative information, and preparing written summary reports of findings.

Successfully complete Level 1 of the Chartered Financial Analyst (CFA) program at time of appointment.

Pension Investment Analyst III – Qualifications

Hold a bachelor’s degree in finance, economics, accounting, or a closely related field from an accredited college or university.

Have four years of progressively responsible experience in analyzing investments, financial, and quantitative information, and preparing written summary reports of findings.

Successfully complete Level 2 of the Chartered Financial Analyst (CFA) program at time of appointment.

Additional Qualification Notes

Equivalent combination of education and experience may be considered; however, no substitution is allowed for the Chartered Financial Analyst (CFA) Program requirements.

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ERS Pension Investment Analyst I, II, and III