Financial Analyst

7 days ago

Windsor Locks Connecticut, United States City Of Hartford Treasures Full time
Job Summary

We are seeking a highly skilled Investment Management Specialist to join our team at the City Of Hartford Treasures. The successful candidate will be responsible for coordinating the administration of the Municipal Employees Retirement Fund (MERF) investment portfolio.

Key Responsibilities
  • Coordinate the administration of the MERF investment portfolio, working cooperatively with external service providers.
  • Conduct investment research and analysis across externally managed assets.
  • Assist with due diligence used in the hiring and monitoring of external investment managers.
  • Prepare and analyze data to assist in the preparation of performance reports.
  • Provide data validation and support to the Investment Management Unit.
  • Ensure that policy and procedures are consistent with the MERF Investment Policy Statement.
Compliance Duties
  • Monthly review and preparation of asset allocation report.
  • Quarterly preparation of performance comparisons, monitoring of a derivatives disclosure program, manager/custodian reconciliation checks, monitoring of proxy voting relative to MERF policy, and private investment funds valuation reconciliations.
  • Monthly and quarterly review and reconciliation of reported manager valuations to performance reports, including identifying, researching, and resolving investment performance and performance attribution data anomalies and/or system issues.
  • Assist in the review of investment expense accruals.
  • Periodic review and monitoring of Russia exposure, security class actions, and custodian tax reclaim collections.
  • Assist with corporate governance by reviewing law firm reports and monitoring class action activities.
  • Assist with ongoing Investment Management Unit's procedural updates and process validation.
General Investment Duties
  • Assist in the initial drafting of monthly Pension Commission meeting minutes and Annual Manager meeting summaries.
  • Monthly development and maintenance of a MERF cash forecasting model.
  • Support the monthly and quarterly review of performance reports and maintenance of portfolio analytics spreadsheets.
  • Participate in consultant and manager meetings.
  • Assist in reviewing and monitoring of Custodian cash movements, including drafting letters for investment manager cash flows, cash transfers, liquidations, and terminations, processing of wire transfers, new account set up, and review of capital calls.
  • Review and monitoring of consultant portal report posting.
  • Assist with private markets investment documents.
  • Assist with review and reconciling of investment managers and consultants fee invoices.
  • Input manager DEI updates into MERF evaluation templates.
  • FOIA request processing for Investment Management Unit.
  • Maintain and update MBE brokers list and manager roster list.
  • Document filing and maintenance as needed.
Deferred Compensation Plan Duties
  • Assist with quarterly Deferred Compensation Committee meeting logistics.
  • Assist with budget development and monitoring of the City's deferred compensation plans.
Treasury Duties
  • Assist with monthly Pension Commission meeting package preparation.
  • Perform related work as required.
  • Assignment of special projects as needed.
Requirements
  • Knowledge of principles and practices of financial markets and investments.
  • Ability to perform investment research and understanding of investment strategies with ability to identify inconsistencies.
  • Providing research and information to Chief Investment Officer and Deputy Chief Investment Officer.
  • Communication with firms that manage MERF investments.
  • Understanding of municipal administration principles and practices.
  • Strong analytical and spreadsheet skills.
  • Awareness of the cybersecurity issues required to protect critical MERF data.
  • Awareness of investment markets.
  • Strong writing and communication skills.
  • Must be precise, thorough, and detail-oriented.
  • Desire to work in a fast-paced environment with the ability to adhere to deadlines and prioritize tasks.
  • High degree of professionalism, organizational, and time management skills with the ability to work well under pressure while managing multiple responsibilities.
  • Working familiarity with Microsoft Office.
  • All candidates must possess the highest order of personal integrity and ethical standards.
  • Strong written and oral communications skills.
  • Strong organizational and analytical skills.

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