Review Vacancy
AgencyTeachers' Retirement System
TitleTRS Investment Officer 1/Trainee
Occupational CategoryFinancial, Accounting, Auditing
Salary RangeFrom $48928 to $63840 Annually
Appointment Type Contingent Permanent
Minimum Qualifications Traineeship Enter at the Grade 14
A bachelor’s degree or higher in Accounting, Business Administration, Economics, Finance, Mathematics, Statistics, Engineering, or in a closely related field.
Traineeship Enter at Grade 16
A bachelor’s degree or higher in Accounting, Business Administration, Economics, Finance, Mathematics, Statistics, Engineering, or in a closely related field; and one year of professional investment experience.
Qualifying experience includes:
Investment-related duties reflecting a fundamental knowledge of the financial markets and an understanding of the economic forces that impact the financial markets, or analysis of financial or economic data; investment risk or portfolio management; investment operations; investment compliance, investment auditing, investment accounting, and quantitative analysis.
Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more);
Non-qualifying experience includes:
Activities applicable to small commercial properties (e.g., two to four family homes), the sale or brokerage of single-family homes, or experience marketing or selling financial service products to individuals, as performed by financial advisors and stockbrokers.
Grade 18
A bachelor’s degree or higher in Accounting, Business Administration Economics, Finance, Mathematics, Statistics, Engineering or in a closely related field, and two years of professional investment experience.
Qualifying experience includes:
Investment-related duties reflecting a fundamental knowledge of the financial markets and an understanding of the economic forces that impact the financial markets, or analysis of financial or economic data; investment risk or portfolio management; investment operations; investment compliance, investment auditing, investment accounting, and quantitative analysis.
Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more);
Non-qualifying experience includes: Activities applicable to small commercial properties (e.g., two to four family homes), the sale or brokerage of single-family homes, or experience marketing or selling financial service products to individuals, as performed by financial advisors and stockbrokers.
Substitutions: Successful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a master’s degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience.
Preferred Qualifications
Commitment to providing exceptional customer service
- Excellent communication skills
- Excellent interpersonal skills
- Strong presentation skills
- Experience and understanding of Private Market investments such as Private Equity, Private Debt, Real Estate and Mortgages
- Advanced knowledge of Microsoft Excel and familiarity with Microsoft Access
- Industry experience with Investment Analytics, Trading, Portfolio Management or Investment Research
- Experience with attribution analysis
- Knowledge of GIPS preferred
- Certificate in Investment Performance Measurement (CIPM) Program for advanced, globally relevant and practice-based investment performance and risk evaluation skills
- MBA, MS in Finance or completion of Levels 2 or 3 CFA exams; CFA Charter holder preferred
- Programming experience in a common programming language such as SQL, VBA, MatLab, Python or R
Duties Description The duties of the TRS Investment Officer 1/Trainee include, but are not limited to, the following:
- Calculate and/or review investment performance at portfolio, asset class and total fund levels
- Relationship liaison with Custodial bank’s Investment Analytics department and NYSTRS internal investment departments
- Analysis of investment related activities, fees, valuations and attribution
- Improve investment performance processes by leveraging technology and automation
- Work with investment staff/investment reporting requirements
- Support data governance initiatives, policies, procedures and structure
- Quarterly board investment performance and asset allocation reports
- Conduct research on investment related concepts and topics
Some positions may require additional credentials or a background check to verify your identity.
Email Address nystrshr@nystrs.org
Address
Notes on ApplyingPlease apply at the following link http://nystrs.peopleadmin.com/postings/2925
NYSTRS is an equal opportunity employer. We are committed to fostering an inclusive environment where diversity is valued and recognized as a source of strength and enrichment. We seek to attract talented people from a diverse range of backgrounds and cultures.