Fairfax County Public Schools

Investment Specialist

Fairfax County Public Schools • $70K — $95K *
Falls Church, VA 22042In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, economics, business administration or related field.
  • Four years of experience in investment or portfolio management.
  • Knowledge of investment and risk management principles.
  • Understanding of capital markets and portfolio strategies.
  • Familiarity with quantitative, statistical, and actuarial methods.
  • Proficient in technology for data analysis and reporting.
  • Ability to handle confidential information and work under pressure.

Responsibilities

  • Lead the production of investment analysis, models, and recommendations.
  • Monitor and reconcile investment activities, maintaining an asset evaluation model.
  • Assist with cash management and asset rebalancing strategies.
  • Conduct cash flow forecasting and risk analysis to model portfolio deviations.
  • Research market trends to identify investment opportunities.
  • Document and establish investment best practices and guidelines.
  • Coordinate the hiring process for investment managers, including RFPs.
  • Prepare performance reports and presentations for ERFC board meetings.

Benefits

  • Professional development opportunities including attendance at conferences.
  • Collaborative team environment with the chance to work with industry experts.
  • Opportunity to influence investment strategy and portfolio management.
  • Engagement in a range of investment assets and strategies.
Full Job Description
Summary

Performs a variety of professional duties required to support ERFC in investment monitoring; assists the ERFC Deputy Executive Director, Investments in overseeing and managing the investment portfolio; monitors financial markets, investment performance, compliance, contracted agreements, and investment-related costs; conducts research and analysis across asset classes; collaborates with investment consultants, fund managers, actuaries, legal counsel, and other stakeholders to support portfolio performance and investment initiatives.

Qualifications

Required
  • Bachelor's degree in finance, accounting, economics, business administration or related field.
  • Four (4) years of experience in investment management, portfolio management, cash management, investment analytics, or related field.
    • Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
  • Knowledge of the principles, methods, techniques, and systems of investment and risk management.
  • Knowledge of capital markets and portfolio strategy.
  • Knowledge of quantitative, statistical and actuarial methods.
  • Knowledge of regulation and legislation impacting the retirement industry.
  • Proficiency in the use of technology, data compilation, analysis, and reporting.
  • Ability to work on confidential information.
  • Ability to work both collaboratively and autonomously.
  • Ability to work effectively under pressure.
  • Ability to develop and maintain good working relationships.
  • Ability to exercise tact, good judgment, and initiative.
  • Ability to facilitate meetings and/or present information to groups.
  • Ability to communicate effectively, both orally and in writing.
Preferred
  • Certifications in Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), or Certified Public Finance Officer (CPFO).


Major Duties/Essential Functions

  1. Exercises leadership with the production of key investment deliverables, including financial models, analysis, investment memos and recommendations.
  2. Monitors, reviews, reconciles investment activity, and maintains an evaluation model that ranks assets.
  3. Assists with cash management and asset rebalancing; evaluates the use of transition management services.
  4. Performs forecasting analyses including cash flow forecasts, liquidity modeling, estimated portfolio deviations from target, risk analysis and proforma portfolio exposure modeling.
  5. Contributes to the development and maintenance of analytical portfolio tools.
  6. Research market dynamics, strategies, and trends to better target opportunities and drive the optimal use of fiscal resources.
  7. Develops and documents guidelines and procedures that define and maintain investment best practices.
  8. Provides due diligence effort on current and prospective public investment managers, including investment manager interviews, advisor reviews, quantitative and qualitative assessments, and researching investment source ideas.
  9. Coordinates the contracting process of investment managers on an ongoing basis including the review and preparation of specifications, requirements, terms & conditions for competitive invitation for bid (IFB) solicitations and competitive requests for proposal (RFP) documents.
  10. Monitors, tracks, and audits risk metrics and compliance related to local, state, and federal regulations.
  11. Provides qualitative and quantitative documentation, reporting, and presentations to support investment monitoring and analysis.
  12. Supports trade processing, cash management, and performance reporting workflows, including coordination of reconciliation and data alignment with custodians and administrators across both public and private market managers.
  13. Onboard new investments, including processing documentation, reconciliation, and legal paperwork.
  14. Assists in preparing ERFC board meeting materials including monthly/quarterly/annual performance reports and detailed investment reviews.
  15. Travels occasionally to investment offices, or related conferences as required.
  16. Performs related duties as required or assigned.


Work Environment/Physical Requirements

This job operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

About Fairfax County Public Schools

Fairfax County Public Schools Careers

Join the dedicated team at Fairfax County Public Schools, a leader in educational excellence and innovation. This is an unparalleled opportunity to contribute to a community that values diversity, leadership, and professional growth.

Explore Job Opportunities

Fairfax County Public Schools offers a wide range of job opportunities that cater to a variety of skills and interests. Whether looking for a position in teaching, administration, or support services, Fairfax County Public Schools is actively hiring talented individuals who are passionate about shaping the future of education.

Professional Growth and Development

At Fairfax County Public Schools, career advancement is supported by robust professional development programs. Employees are encouraged to enhance their skills through leadership training and educational workshops, ensuring continuous professional and personal growth.

Internship Programs

Gain invaluable experience with Fairfax County Public Schools' internship programs. These opportunities allow students and recent graduates to apply their academic knowledge in a practical setting, fostering a bridge between educational endeavors and career aspirations.

Benefits and Culture

Employees at Fairfax County Public Schools enjoy a comprehensive benefits package that underscores the institution’s commitment to their well-being and job satisfaction. The culture here is built on a foundation of respect and inclusivity, promoting an environment where all team members can thrive.

Innovation in Education

Fairfax County Public Schools is at the forefront of educational innovation. The team is committed to implementing cutting-edge technologies and teaching methods that enhance the learning experience and prepare students for success in a rapidly changing world.

Networking and Community Engagement

The community at Fairfax County Public Schools is vibrant and interconnected. Networking events and community engagement initiatives provide employees with the chance to build relationships, share ideas, and contribute to the school district’s goals and objectives.

Diversity and Inclusion

Diversity is a cornerstone of the culture at Fairfax County Public Schools. Through diversity training and inclusive hiring practices, the school system ensures a welcoming environment for all, reflecting the rich multicultural community it serves.

How to Apply

To explore open positions, refine your resume, and prepare for your interview, visit the Fairfax County Public Schools Careers page. Tailor your application to the job that aligns with your skills and professional interests, and take the first step towards a rewarding career in education.

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Fairfax County Public Schools is not just a place of employment; it is a thriving community eager to welcome professionals who are ready to make a difference. Join a team that is dedicated to innovation, leadership, and the future of education.
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Industry
Education, Government & Non-Profit
* Ladders Estimates

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