Position Title:Investment Portfolio Analyst
City: Tysons (McLean)
State: VA
Country:US
Type: 4 (Exempt, Bargaining Unit 1 (EB)

of Openings: 1

Category:Insurance/Benefits/Pension/Retirement - Investment Portfolio Analyst
Company Name: Air Line Pilots Association, Int’l., Tysons (McLean), Virginia, United States
Description:

QUALIFICATIONS:

• Bachelor’s degree in business, finance, economics, or relevant area from an accredited college or university required, master’s degree preferred; or, the equivalent combination of education and experience.
• Five (5) years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred.
• Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion.
• 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.
• Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-à-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income.
• 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. Ability to design charts, graphs, and/or spreadsheets strongly preferred.
• Chartered Financial Analyst (CFA) designation strongly preferred.
  Physical Demands:
  Note: The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential physical activities of this position described below.
  Constantly operates a computer/smartphone/tablet. Regularly required to maintain a stationary position, move about the office and the local metropolitan area, determine what others have said or written, and converse with others and exchange accurate information.
  Regularly required to sit, stand, bend, reach, and move about the office and travel (locally, nationally, and internationally). Also includes occasional bending, stooping, squatting, and/or pushing and pulling or moving, e.g., to pack, unpack, and/or move cases.
  Occasionally required to move, raise, reach, and/or retrieve binders, boxes, and files up to ten (10) pounds (lbs.). While on travel, could be responsible to move, raise, reach, and/or retrieve luggage weighing as much as 50 lbs. (Assistance may not always be available.)

Please refer the Job description for details