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GENERAL DESCRIPTION: This position assists the CIO, Executive Director and Senior Investment Officer with various investment related tasks.  

ESSENTIAL FUNCTIONS: The listed functions are illustrative only and are not intended to describe every function which may be performed in the job level.  
• Creates thorough and sound research reports that are independent and objective  
• Performs statistical and fundamental analysis on asset classes  
• Analyzes current and prospective investments and their risk and return characteristics  
• Assists the CIO and SIO with presentations and research materials for internal and WRS board use.  
• Prepares various ad hoc research reports for the CIO, Executive Director and SIO  • Organizes and reviews all investment related information, statements, reports, etc.  
• Provides summaries Completes various industry surveys and provides analysis of the results  
• Maintains investment notes software and reporting  
• Assists in preparation of investment committee minutes 

PREFERENCES:  Preference will be given to individuals who have progress towards the CFA designation or an MBA degree 

KNOWLEDGE:   
• Knowledge of Bloomberg 
• Broad knowledge of investment instruments across all asset classes including an advanced understanding of financial markets, concepts, and principles 
• Strong understanding of macroeconomics and its influence on investment markets and valuations 
• Excellent verbal and written communication skills 
• Strong interpersonal relationship skills including the ability to build relationships 
• Ability to work with minimal direction and supervision 
• Strong problem solving skills and quantitative acumen 
• Advanced computer software skills and high proficiency in spreadsheet and statistical software packages. 

MINIMUM QUALIFICATIONS: 
Education: Bachelor's Degree (typically in Finance) PLUS Experience: 1-2 years of progressive work experience (typically in Finance) with acquired knowledge at the level of a Senior Investment Specialist 

OR 

Education & Experience Substitution: 4-6 years of progressive work experience (typically in Finance) with acquired knowledge at the level of a Senior Investment Specialist 

PHYSICAL WORKING CONDITIONS: 
• Office setting. 
•  Up to 10% travel required

Employees

William Ziomek

Investor

United States

Investor | Pension

Investor | Pension

Laura Ladd

Manager | Pension

United States

Andrew Mayer

Investor