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State of Arizona · 1 day ago

INVESTMENT PORTFOLIO ANALYST

Phoenix, AZ

Full-time

Hybrid

Mid Level

$78K/yr - $110K/yr

4+ years exp

The State of Arizona's Public Safety Personnel Retirement System is dedicated to providing retirement benefits to public safety employees. They are seeking a Portfolio Analyst to assist in managing and overseeing investment operations, including research, analysis, and performance reporting.

GovernmentOffice AdministrationPublic Relations

No H1B

Responsibilities

Handle general organization and data management relating to the underwriting and monitoring of potential and current investments

Ensure due diligence files are complete

Communicate with internal staff, external consultants, and investment managers to collect relevant files

Collect information, perform research and analyze market opportunities, ensuring due diligence steps are complete when investment decisions are made

Perform ad-hoc quantitative and qualitative analysis using primary and secondary information for both routine and anomalous projects

Synthesize important details and writing memos for internal review

Preparation of financial and performance reports using Microsoft Office products or other financial software; including assisting in the preparation of reports for the Board of Trustees

Qualification

Quantitative analysisStatistical modelingProject managementEconomicsAccountingFinancial marketsCompliance principlesResearch skillsCritical thinking

Required

Bachelor's degree in business management, finance, accounting or another closely related field or 4 years of experience in one or more areas of accounting, auditing, research, efficiency and/or project management, analytics, organizing work flows and developing process for back office efficiencies

Knowledge of economics and accounting, financial markets, principles and practices in capital markets

Knowledge of statistical modeling; econometrics, regression analysis, supervised and unsupervised modeling techniques

Knowledge of compliance and audit principles and practices

Knowledge of project management principles and practices

Skill in quantitative analysis

Skill in statistical modeling

Skill in conducting primary and secondary research

Skill in writing

Skill in auditing and/or project management

Ability to think critically

Ability to meet deadlines while managing multiple projects

Ability to accept a high degree of responsibility