Salary : $74,547.20 - $113,339.20 Annually
Location : Centennial II, Human Resources Department, 805 Central Avenue, Suite 200, Cincinnati, Ohio 45202, OH
Job Type: Full-time Unclassified
Job Number: 26- XXXXX (UC)
Department: Finance
Opening Date: 09/23/2026
Closing Date: 10/7/2026 11:59 PM Eastern
General Statement of Duties
Candidate will assist Executive Director/CIO in managing the portfolio, conducting due diligence on managers, preparing materials for board review and coordinating communications with the plan's investment partners.
Under general direction, this employee serves as support for the City of Cincinnati Retirement Division and mission of the Cincinnati Retirement System. The Senior Management Analyst (INVESTMENT OFFICER - CRS) works as part of a team to implement the best operational and risk management practices. The employee serves as direct support to the Retirement Director. Acting in the best interest of all participants and providing exceptional service to members, this role will serve and manage investment efforts across all asset classes with a degree of due diligence, data analysis, financial modeling, and investment evaluation such as private equity. Performs related duties as required.
Minimum Qualifications (KSAs)
Minimum Qualifications (KSAs)
(Illustrative only. Any one position within this classification may not include all of the duties listed, nor do the listed examples include all of the tasks which may be performed.
Knowledge of:
Knowledge of investment principles
Knowledge across various investment strategies (private equity, private credit, venture, secondaries, mezzanine, distressed, and real assets)
Excellent written and verbal communication skills
Experience in interaction with external management consultants, advisors, and/or legal experts.
Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.
Principles and techniques for working with groups and fostering positive team interaction to ensure teamwork is effective.
Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
Standard English, grammar, and usage; standard correspondence and report formats.
Use of computers in performance of assigned duties; use of related software.
Pertinent local, state, and federal laws, codes, and regulations governing financial administration and pension funds.
Quantitative and qualitative analysis
Methods to for determining the cash position.
Private market-based investment strategies, portfolio management, direct investment, and investment manager selection.
Principles and practices of cash management, investment, economic analysis, and modern portfolio theory.
Skill to:
Operate a computer and other standard office equipment in the performance of assigned duties.
Use software such as spreadsheets, word processing, graphical presentation, and statistical analysis.
Operate assigned vehicle in performance of job duties (as required).
Establish, maintain, and foster positive and effective working relationships.
Skills within private markets, including all aspects of portfolio management, direct investment, investment manager selection, and diligence processes within an institutional environment.
Skills in underwriting, investment due diligence and writing investment recommendation memos
Strong understanding of financial statements and accounting concepts
Strong financial modeling, portfolio analytics and presentation skills
Excellent written and verbal communication skills
Ability to:
Team player with a strong work ethic, high integrity, and desire to learn
Analyze and understand complex issues in an assigned area of responsibility and develop effective recommendations.
Plans organize and prioritize responsibilities so that projects and reports are completed in a timely and accurate manner.
Use independent reasoning to solve complex problems.
Assign, direct, and evaluate the work of and supervise subordinate staff.
Process complex information while maintaining attention to detail.
Communicate clearly and concisely, both orally and in writing.
Prioritize work; manage time to meet deadlines.
Make decisions based on data analysis and observation.
Interpret, explain, and apply pertinent to local, state, and federal laws, regulations, ordinances, policies, and procedures; interpret and apply rules of contract compliance.
Apply various criteria to evaluate contract bids and recommend selections (as assigned).
Maintain confidentiality of City information.
Perform complex analyses of problems and formulate solutions related to assigned areas of responsibility.
Establish and maintain and promote positive and effective working relationships with employees, other agencies, and the public.
Interpret financial modeling, portfolio analytics, and presentation skills.
Examples of Work Performed
(Illustrative only. Any one position within this classification may not include all of the duties listed, nor do the listed examples include all of the tasks which may be performed.
Work closely with the CRS's CIO, and staff to manage the investment efforts across all asset classes.
Serve as an investment generalist across multiple asset classes and increase body of knowledge.
Manage research and ongoing due diligence process for several dozen retained and potential investment managers and service providers.
Quantitative and qualitative analysis at the portfolio level and across assets and GPs.
Review and refine asset allocation and risk attribution for the system.
Evaluation of investment opportunities with an emphasis on private markets.
Consults or coordinates with investment managers, analysts, investment accounting, legal counsel, custodian, third-party advisors, and consultants.
Evaluates portfolio diversification by geography, sector type, and investment style.
Assists with the development, monitoring, and reporting of diverse portfolio investments.
Works as part of a team to implement best operational and risk management practices.
Manage research and ongoing due diligence process for several dozen retained and potential investment managers and service providers.
Recommends and assists in the implementation of goals and objectives establish schedules and methods for the performance of professional duties in support of Cincinnati Retirement Division and system.
Analyzes and develops processes, procedures, work simplification, computer applications and methods of achieving intended outcomes.
Meets with employees, management personnel, and citizens to provide training, information, and solutions to problems.
Participates in the development, execution, and/or coordination of specific programs or studies.
Performs a variety of complex data gathering, analyses, and report writing activities on a special project basis.
Prepares and presents a wide variety of policy reports, proposals, documents, and correspondence.
Perform evaluation of portfolio diversification by geography, sector type, and investment style.
Monitors and perform analytical studies.
Assists with the development, monitoring, and reporting of diverse portfolio investment.
Develops or makes use of computer capabilities to evaluate data.
Coordinates the activities of consultants.
Performs evaluation of investment opportunities with an emphasis on private markets.
Consults or coordinates with investment managers, analyst, investment accounting, legal counsel, custodian, third-party advisors, and consultants.
Manage research and ongoing due diligence processes for retained and potential investment managers and service providers.
Designs and prepares report formats - manual and computerized.
Performs other tasks related to the management of assigned programs, policies, and procedures as needed.
Assist those contacted in the course of duty in an effective, efficient, and professional manner.
Required Education and Experience
PROMOTIONAL:
Each applicant must have one year of experience as a Management Analyst with the City of Cincinnati. Additionally, each applicant must have a Bachelor's Degree from an accredited college or university in Finance, Business Administration, or accounting or a closely related field. A Master's Degree or advanced degree in Finance, Accounting, Business Administration, or related field is preferred.
OPEN:
Each applicant must have one year of full-time professional, directly related, progressively responsible private equity investment experience or other relevant experience involving a high degree of skill in data analysis, financial modeling, and investment evaluation.
Additionally, each applicant must have a Bachelor's Degree from an accredited college or university in Finance, Business Administration, or Accounting or a closely related field. A Master's Degree or advanced degree in Finance, Accounting, Business Administration, or related field is preferred.
CFA designation or other professional certification such as CAIA preferred
Relevant experience may be used to substitute education requirements; relevant education may be used to substitute for experience requirements.
OTHERREQUIREMENTS
Some positions may require a valid Driver's License.
MILITARYEDUCATION&EXPERIENCEEVALUATION
Military education and experience may be substituted for college level course work at the lower and upper division baccalaureate and graduate levels and apprenticeship training at the vocational certi?cate level on a case-by-case basis based on the American Council on Education (ACE) Military Guide recommendations.
Working and Physical Conditions
Environmental Conditions:
Indoor and outdoor environments; exposure to office computer screens; exposure to extremes in weather conditions; automobile travel within the City may be required.
Physical Conditions: Duties may require maintaining physical conditioning necessary for sitting and standing for prolonged time periods; light lifting and carrying; general manual dexterity required; must be able to operate assigned vehicle.
HR Contact: Ashley Thomas
The below information is solely intended as a summary of the benefits available and is subject to change. Not all benefits listed are available for every position. Benefits can vary depending on applicable labor agreements and/or salary plan. For specific questions, contact the HR Contact indicated on the Job Posting.
The City of Cincinnati offers its employees competitive salaries and a comprehensive benefit package designed to actively attract and retain quality employees' to add additional value to the City of Cincinnati's workforce. A summary of these benefits for full-time employment is listed below. This is a general listing of benefits for all employees and is not intended to be a comprehensive listing for all bargaining units.
The City offers a variety of training programs, ranging from job-specific skills such as computer and equipment instruction, to helping supervisors improve their management techniques.
Holidays
The City of Cincinnati has 11 paid holidays annually that include:
New Year's Day
Martin Luther King Day
President's Day
Memorial Day
Juneteenth
Independence Day
Labor Day
Veterans' Day
Thanksgiving Day
Day after Thanksgiving
Christmas
Health Insurance
The City of Cincinnati 80/20 offers 3 medical plans to all full time City of Cincinnati employees and eligible dependents: the 80/20 PPO medical plan, the HDHP medical plan with an HSA contribution, and a Health Reimbursement Arrangement for those enrolled on another non-city eligible group plan.
Eligible dependents include:
Legal Spouse or Equal Partner
Child (natural child, adopted child, and/or child who the group has determined is covered under a "Qualified Medical Child Support Order")
Step-child
Child for whom the employee or employee's spouse/equal partner is a legal guardian
Basic Life Insurance
A $50,000 Basic Life Insurance policy is paid for by the City for certain eligible employees. Full time employees not eligible for the City-paid basic life insurance policy are generally provided a similar benefit through their union group.
Supplemental Life, Long Term Disability, Accident & Critical Illness Insurance
Most full time City employees are eligible to participate in a supplemental life insurance program, a long term disability plan, and accident and critical illness insurance programs at their own expense. Premiums are determined by age, amount of coverage, and various additional factors.
Flexible Benefits Plans
Healthcare Flex Spending Account
City employees can participate in the Healthcare Flex Spending Account that can be used to pay out-of-pocket medical, prescription, dental, and vision care expenses for employees and family members.
Dependent Care Flex Spending Account
City employees can participate in a Dependent Care Flex Spending Account that can be used to pay work-related dependent care expenses. Participants can set aside money each year through pre-tax payroll deductions to pay for these expenses.
Transportation Expense Reimbursement Account
City employees can participate in a Transportation Expense Reimbursement Account (TERA) that can be used to reimburse expenses related to traveling to and from work. Participants can set-up a pre-tax payroll deduction up to a
