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Investment Specialist |
5090 |
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27 |
| Under direction, serves as primary
staff liaison to the MCPS Employees Retirement and Pension
System Board of Investment Trustees. Acts as liaison between
the Board of Investment Trustees and a diverse range of
internal and external contacts, including investment professionals,
consultants, financial advisors, money managers, etc.
Analyzes and evaluates financial investment instruments
and financial services, prepares and presents comprehensive
financial reports, and develops and oversees investment
policy and strategy designed to maximize investment return
for the MCPS Retirement and Pension Systems and the Active
Retired Health and Life Trusts. |
| Extensive knowledge of the theory and
techniques of investment management, capital markets,
business cycles, and corporate and public finance. Extensive
knowledge of current practices and principles and procedures
relating to pension fund administration, reporting, and
regulation. Knowledge of federal, state, and local laws
affecting pension plan administration and duties of fiduciaries.
Demonstrated ability to analyze and interpret complex
investment data and reports and to effectively communicate
complex and technical financial information and concepts
both orally and in writing. Demonstrated ability to establish
effective working relationships with trustees, MCPS management,
money managers, investment professionals, and consultants
which provide services to the Board of Investment Trustees.
Ability to recognize financial investment trends and developments
and provide timely financial advice and investment strategy
recommendations consistent with those trends. Ability
to exercise judgment and respond to time-sensitive issues
which may affect the value of plan assets. Proficient
in Microsoft Office software. |
| Bachelor's degree from an accredited
college or university. Advanced training in the investment
of retirement plan financial assets required. Extensive
experience in managing and investing retirement plan financial
assets, analyzing and evaluating financial investment
instruments and money managers on behalf of a large public
pension fund, and analyzing, evaluating, and selecting
money managers and developing investment strategies for
a large public pension fund. Other combinations of education,
training, and experience which provide the knowledge,
abilities, and skills necessary to perform effectively
in the position may be considered. |
| Professional certification in financial
planning, securities analysis, or the investment of financial
assets. |
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(Special requirements such as lifting heavy objects and
frequent climbing.) None |
|
(Frequent overtime or night work required, etc.) Position
require periodic night and weekend work to meet deadlines. |
|
No |
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Researches, plans, develops, and implements investment
program and strategies to meet the Board of Investment
Trustee's long-term objectives, particularly investment
policy. Serves as primary staff liaison to Trustees
for the MCPS Active and Retired Health and Life Trust.
Prepares policy and procedures documents for Board of
Investment Trustee and resolutions for the Board of
Education. Analyzes and evaluates effectiveness of Tax
Sheltered Annuity carriers offered to MCPS employees,
recommends changes to programs, and oversees process
for selection or removal of TSA carriers. Drafts documents
for signature of the Board of Trustees, Board of Education,
superintendent, deputy superintendent, chief financial
officer, and division director. Drafts articles, solicits
input from others, and serves as consultant to the quarterly
newsletter
"For Your Benefit." Develops and presents
monthly performance reports to MCPS management and prepares
annual report to the Board of Education. Performs related
work as required. |
9/95
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This description may be changed at any time.
Note: A general guide to class description, which includes
definitions of standard terms used, is considered an integral
part of this description and is available
from the Office of Human Resources. |
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