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Air Line Pilots Association · 1 day ago

Investment Portfolio Analyst

McLean, VA

Full-time

Hybrid

Mid, Senior Level

$96K/yr - $168K/yr

5+ years exp

The Air Line Pilots Association, International (ALPA) is the largest airline pilot union in the world and seeks an experienced Investment Portfolio Analyst for their McLean, Virginia, office. The role involves gathering and analyzing data to support investment decisions and providing oversight on pilot retirement plans.

Airlines/Aviation

No H1B

Responsibilities

Gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association’s systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks

Attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees

Provide analysis and oversight of pilot 401(k) plans

Provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions

Organize and conduct financial wellness seminars and other educational programs

Analyze outside investment managers and funds

Track and analyze economic data

Provide assistance in collective bargaining

Assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews

Provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available

Provide investment performance expertise to the Association’s Investment Management Committee (IMC) and participate in internal IMC meetings, as needed

Qualification

Investment managementPortfolio tracking softwareChartered Financial AnalystFinancial analysisData analysisMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookInterpersonal skillsCommunication skillsTeamwork

Required

Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required

Five (5) years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets required

Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion

Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots

Demonstrated ability working as an integral member of a team

Software: Microsoft Excel, Word, PowerPoint, and Outlook required

Preferred

Master's degree preferred; or, the equivalent combination of education and experience

Ten (10) or more years of experience preferred

Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance

Knowledge of portfolio tracking and analysis software strongly preferred

Ability to design charts, graphs, and/or spreadsheets strongly preferred

Chartered Financial Analyst (CFA) designation strongly preferred

Benefits

401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required! The 401k plan includes a Roth option and 4-year vesting schedule.

Generous health care benefits on day one – PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children;

15 days paid vacation and 13 holidays per year plus 2 volunteer days per year;

Generous sick and bereavement leave;

Competitive parental leave;

Company-paid premiums for disability and life insurance;

Flexible Spending and Health Savings accounts;

Retiree health plan;

Education Assistance Program;

Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available.

Partial remote work opportunities.