Monday, March 30, 2015

Sr Portfolio Manager, Colorado PERA - Greater Denver Area

 Senior Portfolio Manager, Colorado PERA - Greater Denver Area

Actively research and recommend new investments to drive the development of the Opportunity Fund Division’s portfolio as well as manage existing Opportunity Fund investments.  The Senior Portfolio Manager will report to the Deputy Chief Investment Officer (DCIO), and will liaise with various other team members and external vendors.
 
ESSENTIAL FUNCTIONS
  • Evaluates existing managers/partners, initiates and prepares formal reports
  • Recommends new investments with managers/partners based on analysis, due diligence, and portfolio objectives
  • Evaluates, recommends, and makes appropriate investment decisions based on fundamental research and analysis
  • Conducts extensive reference checks, legal reviews, and business negotiations
  • Supports DCIO with investment monitoring process
  • Ensures compliance with all aspects of investment process
  • Assists DCIO in strategic planning and managing day-to-day operations for the Division
  • Acts as Division liaison to maintain oversight of applicable systems and databases
  • Ensures compliance with investment agreements, analyzes partnership agreements, and coordinates activity with investment counsel
  • Analyzes economic forecasts to formulate timely and appropriate investment recommendations
  • Maintains relationship base with current and potential investment partners and peer groups; potentially serves on advisory committees (e.g. Limited Partner Advisory Committee)
  • Utilizes investment software, research, and analysis reports to facilitate decisions
  • Promotes PERA’s and Investment Division’s mission and objectives
  • Maintains regular and prompt attendance in the workplace
  • Carries out other duties as assigned
     
    WORKING CONDITIONS
  • Standard office environment with frequent computer use

Desired Skills and Experience

IDEAL CANDIDATE
The ideal candidate has a track record of driving business results by working effectively both individually and in a team-based environment; is motivated, confident, and enjoys being challenged.  The ideal candidate also has a broad range of both public and private market investment experience, including exposure to alternative investments.  Requirements include:
  • Bachelor’s degree in related field; seven years of experience in investment or financial services industries, or equivalent combination of education and experience; CFA and/or CAIA designation preferred
  • Professional experience in investment analysis and portfolio management; multi-asset class experience preferred
  • Notable professional accomplishment shown through demonstrable growth in responsibilities and impact  
  • Knowledge of financial and capital markets, concepts, principles, and theories
  • Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements
  • Ability to analyze and explain complex investment strategies and deal structures
  • Strong oral and written communication skills
  • Strong general computer literacy and proficiency in spreadsheet modeling skills
  • Willingness  to travel both domestically and internationally as necessary
BENEFITS

We offer a competitive benefits package including paid medical, dental, life and AD&D insurance; PERA DB pension plan; 401(k) and 457 DC plans; tuition reimbursement; on-the-job training; free on-site parking or RTD subsidy, fitness center and more. 
 

HOW TO APPLY
To be considered for this employment opportunity, applicants are required to complete the following:


Complete the PERA Employment Application.   To complete the Colorado PERA Employment Application, go to www.copera.org and click on the Careers link located at the top of the web page.  Submit your cover letter, resume and copy of transcripts to:  hrmail@copera.org. 

In addition to your resume, please submit detailed responses to the following: 
  1. Describe your experience using research and analysis to make investment decisions.
  2. Describe your process of making investment recommendations from idea generation, to research and implementation.
  3. Summarize your experience within the public and/or private markets including asset classes you have worked with.
  4. Describe any experience you have investing opportunistically.
  5. Describe your career progression and how you believe this position would contribute to your career goals.  
 Failure to respond to the above may eliminate you from consideration for this position.

All submitted documents are stored on a secure site.  Only authorized employees and hiring authorities have access to the information submitted.   

Colorado PERA is an Equal Opportunity Employer

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