WHAT YOU WILL BRING:
Required Education
Bachelor's degree from an accredited four-year college or university with major course work in business administration, finance, accounting, economics, or a related area.
Required Experience
• Fifteen (15) years of full-time directly related, progressively responsible experience in investment management or related experience.
• Eight (8) years of experience leading or supervising the work of others.
• Experience may be concurrent.
• A master’s or doctoral degree in a closely related field may be substituted on an equivalent year-for-year basis.
Preferred Qualifications
• Senior management experience directing an investment organization that internally manages funds.
• Advanced degree in finance, economics or related field.
• Certification as a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), and/or a Financial Risk Analyst (FRM).
Knowledge, Skills, and Abilities
Knowledge of:
• Investment concepts, strategies, styles, and analytical methodologies from the total portfolio level to individual investment selection.
• Global and domestic macroeconomic and capital market issues relating to investments.
• Statistical concepts, methods, and models and their application to investments.
• Economic, financial, actuarial, and quantitative concepts applicable to pension fund investing.
• Securities operations, investment accounting, valuation, compliance and internal controls.
• Executive leadership, workforce planning, succession management, and performance management principles.
• Investment data, portfolio management systems, risk management systems, analytical tools, and technology used in institutional investment environments.
Skills in:
• Negotiating complex investments, advisory, and service provider arrangements.
• Developing and executing long-term investment strategies for a large, diversified institutional portfolio.
• Evaluating complex investment opportunities, portfolio risks, market conditions, and financial information.
• Presenting complex investment matters clearly and persuasively to boards, executives, policymakers, and other stakeholders.
• Managing, mentoring, and motivating staff to meet organization goals and objectives.
• Negotiating issues and resolving problems.
• Written and verbal communications, including preparing and delivering complex correspondence, reports, presentations, policies, and proposals.
Ability to:
• Promote and maintain harmonious working relationships with the Board of Trustees, agency co-workers and staff, state leadership (including their staff), and other external contacts.
• Work effectively in a professional team environment.
• Protect confidential and market sensitive information while demonstrating the highest standards of ethics and professional conduct.
• Establish credibility and trust with stakeholders who have differing perspectives and levels of investment knowledge.
• Maintain independence of judgment while working collaboratively with trustees, executive leadership, employees, advisors, and external partners.
• Fulfill fiduciary responsibilities and place the interests of TRS members and beneficiaries above personal or agency interests.
• Lead through periods of market volatility, public scrutiny, and heightened stakeholder interest.
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