[Hiring] Investment Portfolio Manager @Montgomery County

Role Description

We are seeking a highly analytical investment professional with strong research, quantitative, and problem-solving skills to join the investment team. The successful candidate will have the ability to independently evaluate investment opportunities, managers, markets, and portfolio risks; synthesize complex financial and economic information; and translate analysis into clear, well-supported investment recommendations.

The ideal candidate will be intellectually curious and comfortable using advanced analytical technologies, investment systems, data platforms, and software tools to conduct research, analyze portfolios, evaluate risk and performance, and improve investment decision-making. Strong written and verbal communication skills are essential, including the ability to present complex analyses clearly and respond effectively to questions from senior investment staff and the Boards.

What You'll Be Doing

• Conduct 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.

Qualifications

• Thorough (five (5) years) of applicable professional experience, demonstrating advanced knowledge and competence in the financial, business administration, and/or investment administration fields.
• 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.
• An equivalent combination of education and experience may be substituted.
• This role requires the completion of a financial disclosure.

Preferred Criteria, Interview Preferences

• 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.

IMPORTANT INFORMATION

The 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.

Montgomery County Government (MCG) is an equal opportunity employer, committed to workforce diversity. Accordingly, as it relates to employment opportunities, the County will provide reasonable accommodations to applicants with disabilities, in accordance with the law. Applicants requiring reasonable accommodation for any part of the application and hiring process should email OHR at [email protected].

MCG also provides hiring preference to certain categories of veterans and veterans/persons with a disability. For more information and to claim employment preference, refer to the Careers webpage on Hiring Preference.

All applicants will respond to a series of questions related to their education, relevant experience, knowledge, skills, and abilities required to minimally perform the job. The applicant's responses in conjunction with their resume and all other information provided in the employment application process will be evaluated to determine the minimum qualifications and preferred criteria or interview preference status.

This will establish an Eligible List that may be used to fill both current and future vacancies.

If selected for consideration for this position, you may be required to provide evidence that you possess the knowledge, skills, and abilities indicated on your resume.

Montgomery County Ethics Law: Except as provided by law or regulation, the County's "Public Employees" (which does not include employees of the Sheriff's office) are subject to the County's ethics law including the requirements to obtain advanced approval of any outside employment and the prohibitions on certain outside employment.