Salary : $101,622.00 - $165,323.00 Annually
Location : 6903 Rockledge Drive Bethesda MD
Job Type: Permanent
Remote Employment: Flexible/Hybrid
Job Number:Department: Non-Departmental Account
Division: NDA 99 MCIB
Opening Date: 10/16/2026
Closing Date: Continuous
FLSA: Exempt
About the PositionPlease note: The salary range above represents this position's earning potential. The anticipated hiring range for this position will be $101,622 to $165,323, based on the candidate's qualifications and experience.What You'll Be DoingConduct rigorous quantitative and qualitative research on investment managers, strategies, asset classes, financial markets, and portfolio risks to support investment decisions.
Use advanced investment technologies, analytical software, data platforms, and other research tools to evaluate performance, risk, portfolio exposures, market conditions, and investment opportunities.
Perform manager and investment due diligence, including performance and attribution analysis, benchmarking, risk/return assessment, and evaluation of investment strategies and organizations.
Work across different asset classes in both public and private markets
Develop clear, data-supported investment recommendations and present findings to senior investment staff and, as appropriate, the Boards.
Monitor existing investments and identify changes in performance, risk, markets, organizations, or strategies that warrant further analysis or action.
Contribute to portfolio construction, asset allocation, risk management, investment policy, cash-flow analysis, and other portfolio-level projects.
Prepare investment memoranda, analytical reports, presentations, and other materials that clearly communicate findings, assumptions, risks, and recommendations.
Assist Executive Director/CIO and Senior Investment Officers on their investment-related projects and initiatives
May require national and/or international travel.
Individuals appointed to this position will be required to serve a probationary period of twelve (12) months during which time performance will be carefully evaluated. Continuance in the position will be contingent upon successful completion of the probationary period.
Minimum QualificationsExperience: Thorough (five (5) years) of applicable professional experience, demonstrating advanced knowledge and competence in the financial, business administration, and/or investment administration fields.
Education: Graduation from an accredited college or university with a Bachelor's Degree in Accounting, Economics, Business Administration, Finance, or related field. A Master's Degree and CFA or CPA certification is preferred.
Equivalency: An equivalent combination of education and experience may be substituted.
Financial Disclosure: This role requires the completion of a financial disclosure.
Preferred Criteria, Interview PreferencesAll Applicants will be reviewed by the Office of Human Resources (OHR) for minimum qualifications.
Preference for interviews will be given to applicants whose uploaded resume/curriculum vitae contains demonstrated experience and performance success in the following areas: - Applicants with demonstrated experience conducting rigorous quantitative and qualitative investment research and translating the research into actionable investment recommendations
- Applicants with demonstrated proficiency using investment analytics, financial databases, portfolio/risk systems, programming or data-analysis tools and other advanced technologies to conduct investment research and analysis
- Applicants with experience performing investment manager due diligence, selection and monitoring
- Applicants with experience in asset allocation and asset class research
- Applicants who demonstrate the ability to communicate complex investment analyses clearly and persuasively, both orally and in writing
Applicants selected for interviews may participate in a multi-round interview process. The final round may include an investment case study and presentation designed to assess analytical and research capabilities, use and interpretation of investment data, judgment, and communication skills. Candidates may be asked to analyze provided information, develop and present conclusions and/or recommendations, and respond to follow-up questions regarding their analysis, assumptions, and methodology.
IMPORTANT INFORMATIONThe Office of Human Resources (OHR) reviews the minimum qualifications of all applicants, irrespective of whether the candidate has previously been found to have met the minimum requirements for the job or been temporarily promoted to the same position. This evaluation is based solely on the information contained in the application/resume submitted for this specific position.
Leave BenefitsOur generous leave package starts with non-MLS permanent and term employees earning 15 days of sick leave and 15 days of annual leave in their first year, as well as up to three additional personal days each calendar year. Positions in MLS earn 35 days of paid time off each year. In addition, we offer all employees 10 paid holidays. Our leave policies adhere to the Family Medical Leave Act of 1993, and we provide six weeks of paid parental leave for new parents.
Retirement BenefitsAll permanent and term positions are eligible for robust retirement plans. Public safety positions are eligible for a defined benefit pension plan in which they are vested after only five years. Employees in non-public safety positions can participate in retirement plans that contribute up to 12 percent of their annual salary. All employees can also participate in a supplemental retirement plan, the 457 Deferred Compensation Plan, to contribute even more to their retirement goals.
Tuition Assistance & Student Loan ForgivenessMontgomery County employees are eligible to participate in the Federal Public Service Loan Forgiveness Program. Participants who meet all requirements may qualify for forgiveness on the remaining balance on their Direct Loans after making 120 qualifying monthly payments under a qualifying repayment plan while working full-time in a qualifying public service position. To learn more about PSLF, please visit the Student Loan Repayment Benefits page. Our tuition assistance program allows you to receive up to $2,130 annually in tuition assistance to help you achieve a degree that supports your career path.
Free Mass Transit BenefitCounty employees are entitled to use the RideOn Bus service for free with a valid County-employee ID. This benefit can be used any time of the day or evening, including weekends. We also offer a pre-tax flexible spending account to reduce the cost of other mass-transit options such as MARC trains and Metro.
Reduced Child and Health Care CostsWorking for Montgomery County also entitles permanent and term employees to participate in healthcare and childcare Flexible Spending Accounts. These plans allow eligible employees to save on a pretax basis for healthcare and dependent care costs incurred during the plan year.
Employee WellbeingWe deeply care about your holistic wellness. Our award-winning wellness program, LiveWell, will support you in improving and maintaining your physical, mental, financial, social, and intellectual well-being.
Learn more about our wonderful benefits available to you once you join our team.
Montgomery County Benefits01
MQ Question INVESTMENT PORTFOLIO MANAGER (000205)
What is your highest level of completed education? - N/A
- High School/GED
- Associate's Degree
- Bachelor's Degree
- Master's Degree
- Juris Doctor
- Doctorate
02
MQ Question INVESTMENT PORTFOLIO MANAGER (000205)
How many years of experience do you have in the financial, business administration and/or investment administration fields? - No Experience or less than 1 year of experience.
- 1 Year of Experience
- 2 Years of Experience
- 3 Years of Experience
- 4 Years of Experience
- 5 Years of Experience
- 6 Years of Experience
- 7 Years of Experience
- 8 Years of Experience
- 9+ Years of Experience
03
MQ Question INVESTMENT PORTFOLIO MANAGER (000205)
Do you currently hold a CPA license or CFA charter? 04
This role may require occasional domestic and international travel. Are you able to meet this requirement? 05
What asset classes have you conducted research on?check all that apply
- Global Equity
- Global Fixed Income
- Private Equity
- Private Credit
- Private Real Assets
- Hedge Funds/Alternatives
06
What analytical tools have you used in conducting research? Check all that apply
- Excel
- eVestment
- Morningstar
- Bloomberg
- FactSet
- Axioma
- Barra
- Python
- AI Models
- Other
07
If you selected "other" please list other tools you have used: If this does not apply, please put "N/A"
Required Question
