Investment Portfolio Manager, Grade N29

Please note:
The salary range above represents this position’s earning potential. The anticipated hiring range for this position will be $101,622 to $165,323, based on the candidate’s qualifications and experience.

The mission of the Montgomery County Investment Boards is to manage prudent investment programs for the Montgomery County Employee Retirement Plans and Consolidated Retiree Health Benefits Trust with assets of nearly $10 billion. The Investment Boards are responsible for establishing investment policies, overseeing asset allocation, evaluating and monitoring investment managers, and managing investment risk in fulfilment of their fiduciary responsibilities.

MCIB invests across a broad range of public and private market strategies. Our investment team works closely with the Boards to conduct investment research and analysis, evaluate investment opportunities and managers, monitor portfolio performance and risk, and develop recommendations that support the long-term objectives of the plans

We are seeking a highly analytical investment professional with strong research, quantitative, and problem-solving skills to join the investment team. The successful candidate will have the ability to independently evaluate investment opportunities, managers, markets, and portfolio risks; synthesize complex financial and economic information; and translate analysis into clear, well-supported investment recommendations.

The ideal candidate will be intellectually curious and comfortable using advanced analytical technologies, investment systems, data platforms, and software tools to conduct research, analyze portfolios, evaluate risk and performance, and improve investment decision-making. Strong written and verbal communication skills are essential, including the ability to present complex analyses clearly and respond effectively to questions from senior investment staff and the Boards.

Conduct rigorous quantitative and qualitative research on investment managers, strategies, asset classes, financial markets, and portfolio risks to support investment decisions.

Use advanced investment technologies, analytical software, data platforms, and other research tools to evaluate performance, risk, portfolio exposures, market conditions, and investment opportunities.

Perform manager and investment due diligence, including performance and attribution analysis, benchmarking, risk/return assessment, and evaluation of investment strategies and organizations.

Work across different asset classes in both public and private markets

Develop clear, data-supported investment recommendations and present findings to senior investment staff and, as appropriate, the Boards.

Monitor existing investments and identify changes in performance, risk, markets, organizations, or strategies that warrant further analysis or action.

Contribute to portfolio construction, asset allocation, risk management, investment policy, cash-flow analysis, and other portfolio-level projects.

Prepare investment memoranda, analytical reports, presentations, and other materials that clearly communicate findings, assumptions, risks, and recommendations.

Assist Executive Director/CIO and Senior Investment Officers on their investment-related projects and initiatives

May require national and/or international travel.

Individuals appointed to this position will be required to serve a probationary period of twelve (12) months during which time performance will be carefully evaluated. Continuance in the position will be contingent upon successful completion of the probationary period.

Thorough (five (5) years) of applicable professional experience, demonstrating advanced knowledge and competence in the financial,…