Investment Analyst: Portfolio

Experience and Education
Applicants should have at least three years of related investment experience and an undergraduate degree in a related field such as business, economics, finance, or mathematics, from an accredited college or university. Participation in the CFA program is preferred. Sufficient equivalent experience may be substituted at the discretion of the Chief Investment Officer.

Knowledge, Skills and Abilities
We are looking for applicants with a working knowledge of investment principles who are detail-oriented and intellectually curious. The position requires strong analytical skills with an ability to analyze, organize and communicate a variety of information in a logical manner and provide reasonable and prudent conclusions and recommendations. The ability to effectively communicate and form good working relationships with other financial-and investment-oriented professionals is necessary. Applicants should be self-motivated with an ability to work in a team environment. Applicants should be proficient in Microsoft Office.

Duties of the position include:

• Analyzes the System’s investment portfolio from a broad perspective, with guidance and direction from the CIO, in terms of structure, performance and risk.
• Conducts market-related research, assisting in the development, improvement and maintenance of monitoring tools for the financial markets.
• Conducts market-related research, collects and organizes data and performs analysis on: broad-based investment themes and macro topics; capital market assumptions and trends among leading providers; and peer group performance, asset allocations, and investment trends.
• Supports the CIO with analysis and assistance in project management, with asset/liability studies, in asset allocation/rebalancing, and portfolio positioning.
• Supports CIO and other staff as directed by CIO, with presentation materials, data or information requests, and ad hoc or regular analyses.
• Completes other analysis, projects or reports, as assigned by CIO.

Our office is located in Topeka, Kansas. The benefits package includes health, life, disability insurance and retirement plan. The salary range for this position is expected to be $50,000 - $65,000.

To apply
Interested parties should submit a detailed resume and cover letter to Julie Baker, KPERS Human Resources Manager, 611 S. Kansas Ave., Topeka, KS 66603. Phone 785-296-1476. Complete application materials may also be submitted to KPERSrecruitment@kpers.org.

Applications will be accepted until the position is filled. KPERS is an EEO/ADA employer.