Position Description
This posting will be used to fill three (3) newly created positions within the Division of Treasurer’s Office in the Finance Department. The Portfolio Manager is responsible for planning, directing, and coordinating investments for the Metro Pension Fund. Overseeing trade and investments in fixed income, equity or alternatives securities as assigned by the Metropolitan Treasurer and performs related duties as required.
Seeking an individual that can use their investment knowledge and financial industry experience to perform highly specialized financial analysis to support the Metro Pension Fund. This individual will actively participate in the development, recommendation, implementation and monitoring of all aspects of the Metro Pension Plan’s authorized investments and will serve as a key advisor on financial matters to the Investment Committee and Metro’s Pension Plan staff.
Typical Duties
- Analyzes and manages multiple fixed income and/or equity securities.
- Manages and oversees external-investment managers.
- Supports the Treasurer by managing the overall strategy of the portfolio.
- Interacts across teams within the Treasury department and other divisions within the finance department, outside consultant and investment managers.
- Researches and evaluates potential investments and investments managers.
- Manages asset allocation of portfolio.
- Constructs and designs portfolios.
- Manages investment contracts and compliance.
- Analyzes securities and Hedges portfolio as needed.
- Conducts ad-hoc quantitative projects for the fixed income, equities or alternatives allocations as needed.
- Analyzes economic data.
- Contributes investment ideas to other portfolio managers.
- Contributes to the management of the Metro Pension Trust.
- Advises the Treasurer and Investment Committee.
- Performs other duties as assigned.
Minimum Qualifications
Bachelor’s Degree in Finance, Economics, Business Administration or other finance related field from accredited college or university and 5 years of experience in portfolio management with general fixed income, equities, or alternative instruments and the use of quantitative and qualitative which may include responsibility of portfolio construction, research, portfolio performance, trading and quantitative projects.
No Substitution
Candidates with accreditations earned in a foreign institute are encouraged to apply.
Note: Per Metro Ordinance No. SO94-1078. All employees of the Metropolitan Government shall be residents of the State of Tennessee or become residents of the state within six (6) months of employment as a prerequisite to employment with the Metropolitan Government.
Preferred Experience, Knowledge, Skills, and Abilities
- Master’s Degree preferred in Business Administration, Economics, Finance or another financial related field
- Chartered Financial Analyst (CFA) or related designation preferred
- Experience in strategy development and/or operational planning as it pertains to a financial services environment
- Professional experience in investment management, accounting, treasury, or banking
- Previous experience with investment systems such as Bloomberg, MSCI BarraOne, Clearwater, etc.
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