SENIOR MANAGEMENT ANALYST (INVESTMENT ANALYST - CRS) (NON-COMPETITIVE)

General Statement of Duties

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 ANALYST – 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, Chief Information Officer (CIO), Investment Finance Manager, and additional staff support. 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)

(Illustrative only. Any one position within this classi?cation may not include all of the duties listed, nor do the listed examples include all of the tasks which may be performed.

Knowledge of:

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.
Accounting financial analysis, cash management, performance measurement, and modern portfolio theory.

Banking operations and municipal treasury operations. Fixed income investments and relevant ordinances. Municipal bonds. 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.

Analyze and understand complex issues in an assigned area of responsibility and develop effective recommendations. Plan, 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.

Required Education and Experience

PROMOTIONAL:
Each applicant must have one to three years 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 to three years of full-time professional institutional experience involving a high degree of skill in data analysis, financial modeling, and investment evaluation such as private equity, investment banking, consulting, or similar background.

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.

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 certificate 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: Kelli R. Wright; kelli.wright@cincinnati-oh.gov

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.

Equal Employment Opportunity

The City of Cincinnati is dedicated to providing equal employment without regard to race, gender, age, color, religion, disability status, marital status, sexual orientation or transgendered status, or ethnic, national or Appalachian origin, or on the basis of any other category protected under federal, state and local laws.

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 an IRS regulated amount.

Healthy Lifestyles Program

City employees can voluntarily participate in a wellness incentive program that encourages and rewards employees and their spouses/equal partners for making positive choices for better health. The City of Cincinnati will contribute up to $300/year to a Health Reimbursement Account for each the employee and their spouse/equal partner for meeting specified program goals. These dollars can be used to offset qualified out-of-pocket medical expenses.

Integrated Health Reimbursement Arrangement (HRA)

This is a voluntary program that serves as an alternative healthcare option to traditional medical plans. If you have alternate group health coverage available to you through a spouse, equal partner, another job, or a non-city retirement plan, you may be eligible for this plan which reimburses you for the difference in premiums between the plans and your covered out of pocket expenses on the other plan.

Retirement Plan

The City provides a defined benefit pension plan for part-time and full-time employees. New hires and re-hired employees are required to participate in the City of Cincinnati's Retirement System (CRS), regardless of previous participation in an Ohio State pension system or any another state or federal pension system. CRS is funded by employer and employee contributions, and investment returns from plan assets. CRS provides retirement and health care benefits subject to eligibility requirements. The following groups are excluded from participation in CRS: Mayor and Members of City Council; Sworn Police & Fire; Police Recruits; and Rehired Ohio Police & Fire Retirees.

Deferred Compensation

As an Ohio government employer, the City offers employees the ability to participate in a 457(b) tax-deferred retirement savings plan. The City makes an annual match to your 457(b) of up to $750, or as otherwise specified in applicable regulations and union contracts.