$54.63-$66.38 Hourly / $9,468.00-$11,505.00 Monthly / $113,620.00-$138,060.00 Yearly
According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.
Knowledge of: all major industries, diversified securities and available markets; sources of data for analyzing securities; statistical and computer techniques applied to financial data in evaluating securities; Investment performance measures; principles and methods of accounting and finance for business; stock, bond and real estate investment strategies and market evaluations and operations; laws, rules and regulations pertaining to the sale and purchase of securities; the practices utilized in investment transactions.
Ability or Skill to: analyze financial and security market data and situations and make sound recommendations based on such analysis; Isolate critical investment data in evaluating securities; conduct performance evaluation of contract investment managers; negotiate purchase and sale of securities; prepare reports and make oral presentations; establish and maintain effective and harmonious working relationships with financial professionals and co-workers; qualify for a fidelity bond.
These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification. Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.
Education:
Possession of a baccalaureate degree from an accredited college or university; AND
Experience: Two (2) years of relevant investment experience with a major financial institution, consulting organization, pension fund, endowment, foundation, family office, or sovereign wealth fund, including experience monitoring and measuring performance within institutional portfolios and the capital markets; developing quantitative applications to analyze and monitor public and/or private investments including qualitative skills for assessment and recommendations.
License and Certification:
Substitution:
Possession of a baccalaureate degree from an accredited college or university with a major coursework in economics, business, finance, accounting, mathematics, statistics, banking may substitute for one (1) year of the required experience.
Possession of a master’s degree in economics, business, finance, accounting, mathematics, statistics, banking, or similar field may substitute for the required education and experience.
Possession of a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation may substitute for the required education and experience
SUPPLEMENTAL INFORMATION |
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PROMOTIVE LINES |
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ORIGINATION DATE: |
08/19/1974 |
AMENDED DATE: |
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REASON FOR AMENDMENT: |
To accurately reflect the current tasks, knowledge, skills & abilities, and minimum qualifications. |
Business unit(s): |
COMMN |