Required

• Any combination of education and experience equivalent to a bachelor's degree in business administration, finance, accounting, economics, or related field.
• Seven (7) years of progressively more responsible experience in investment management, retirement and pension fund administration, and qualitative and quantitative analysis, some of which shall have been in a supervisory or leadership capacity.
• Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
• Knowledge of management principles and techniques, investment management, retirement and pension fund administration, and qualitative and quantitative analysis
• Knowledge of federal and state laws governing public employee retirement systems and retirement accounting.
• Ability to analyze, evaluate, and interpret financial statements and provide supported short- and long-term recommendations.
• Ability to coordinate and discuss a variety of policy and pension plan matters between leadership, boards, and trustees.
• Ability to act as a skilled change agent and utilize negotiating skills to manage confidential information and navigate sensitive organizational situations.
• Ability to budget, plan, organize, direct, and supervise the work of personnel and outside vendors.
• Ability to establish and maintain successful collaborative working relationships with diverse personnel and outside vendors to address complicated investment needs.
• Ability to communicate effectively through public speaking, presentations, and business and technical writing.

Preferred

• Master's degree.
• Public pension fund experience.
• Experience in the institutional investment or institutional consulting industry.
• Charted Financial Analyst (CFA) designation.
• Chartered Alternative Investment Analyst (CAIA) designation.
• Financial Risk Manager (FRM) certification.
• Certified Lean Six Sigma.
• Knowledge of PensionGold, Lawson, Levi Ray & Shoup, Inc. (LRS), or other pension software applications.