We are looking for an Municipal Finance Analyst in our Albuquerque, New Mexico office that will provide analytical, research and transactional support to investment bankers in all departmental work activities relating to the structuring and issuance of municipal bonds through negotiated, competitive sale or via private placement.
In the context of dynamic capital market environment, PERA seeks to position the Fund to provide for liquidity, yield, and capital appreciation principally through prudent capital and risk allocation. The Board of Trustees has recently adopted a risk budget by which newly formed Alpha and Beta teams seek to allocate risk that provides for both risk balanced systematic sources of return and efficient non-systematic sources of return.
PERA is recruiting for two Investment Associate positions with one joining the Alpha team, and one for the Beta team. The goal is to have specialist teams within each asset category. This is an opportunity to be part of an innovative and dynamic team and investment approach. New Mexico PERA's investment approach has been recognized for innovation and thought leadership.
The Financial Advisor/Portfolio Administrator will work closely with Financial Advisors to manage, monitor and maintain client portfolios. He/she will develop and research new investment ideas for clients, perform continuing due diligence on existing investments and maintain portfolios by completing scheduled rebalancing.
This position will conduct expert due diligence and produce research and investment recommendations for presentation to the Public Employees Retirement Association Chief Investment Officer and Board. This position produces monitoring reports that include fund as well as portfolio company detail and broad market information and insights. Position will produce risk and performance reports, policies and procedures which enable portfolio construction decisions, buy/sell decisions and facilitates the overall management of the portfolio. The Compliance Officer is responsible for conducting research to substantiate decisions in constructing a portfolio that has good risk-adjusted performance expectations, an efficient cost structure and that accomplishes the target return for the total fund.
The Portfolio Manager will work closely with the Financial Advisors to manage, monitor and maintain client portfolios. He/she will develop and research new investment ideas for clients, perform continuing due diligence on existing investments and maintain portfolios by completing scheduled rebalancing.
The analyst will support Santa Fe Advisors (‘SFA’) partners and staff by performing a broad
This position assists in protecting and growing the SIC's permanent endowment funds for current and future generations, through prudent and professional investment management.
Experienced fixed income portfolio manager and trader will formulate and execute investment strategies across short duration portfolios at the NM State Treasury. Skills should include familiarity with Bloomberg analytics and electronic trading, the ability to monitor economic and financial data and trends, cash flow analytics, and decision making capability. Candidate should have a very high level of integrity.
This position assists in protecting and growing the State Investment Council's (SIC) permanent endowment funds for current and future generations, through prudent and professional investment management. The incumbent in this position participates in monitoring and reporting on the real estate and real return portfolios which consists of a broad range of asset types including: floating rate bank loans, Treasury Inflation Protected Securities (TIPS), energy, timberland, agriculture and infrastructure. The position provides analysis, market intelligence and other due diligence activities on prospective investment managers, strategies and organizations in the real estate and real return areas.
Herring Bank is currently seeking a Senior Investment Officer to join our Personal Trust Department in Amarillo, TX. An individual in this position should be able to deliver a Superior Customer Experience, focused, highly organized and be able to manage time effectively.
Apply To: firstname.lastname@example.org
As a Portfolio Manager you will have the opportunity to be an integral member of a team of highly experienced trust and investment professionals. A key contributor to the investment strategy team, you will you will liaison with research firms, analysts, and consultants with a global reach spanning all asset categories to help design WestStar’s strategic and tactical asset allocation models and conduct manager search, selection and due diligence. The Portfolio Manager position is a client-facing role with hands-on portfolio management responsibilities.
An investment firm in Santa Fe, NM is looking for a full-time analyst position to support the President. The investment firm is located in El Paso, TX (back office) and Santa Fe, NM (front office / professionals) primarily focused on investing in private equity (both funds and direct deals) and real estate. The analyst will be in Santa Fe, NM and will report directly the President
As a Client Associate/Registered Client Associate with RBC Wealth Management you will be responsible for providing administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Your responsibilities will include assisting clients, researching problems, processing account forms, maintaining account records, and preparing client correspondence. You will be working in a fast paced, professional environment, while partnering and supporting the Financial Advisors to maintain and build new client relationships.
purpose of this position is to support the Director, Private Equity in the
oversight, performance monitoring and reporting of the private equity
portfolios. Responsibilities include monitoring day-to-day activities of the
private equity program including transactions, status reports, portfolio
performance, research, analysis, evaluation and recommendations regarding
investment strategies and individual investment positions. Monitor private
equity fund managers by reviewing risk/return profiles and performance
attribution analysis. Conduct and complete any special projects related to the
ongoing development of the SIC private equity investment program. The position
requires quantitative and qualitative financial
analysis, monitoring and documentation of private equity managers and
investments within the portfolio.
purpose of this position is to support the Director of Public Equity in
developing quantitative models and analytical processes to support and improve
investment decisions, assist in due diligence, review and select new managers,
and investments for these portfolios, and for the ongoing active management and
review of those managers.The position
requires quantitative and qualitative analysis, monitoring
and documentation of managers and investments within those portfolios.
Desirable preference will be given to those with 1) a
Chartered Financial Analyst (CFA) designation, 2) Proficiency in
statistical computer software, Bloomberg, and Mircosoft Excel, 3) Hands-on data
and investment analysis - ability to research problems and propose data
analysis and modeling solutions. This posting will be used to fill
The Municipal Finance Analyst provides analytical, research and transactional support to investment bankers in all departmental work activities relating to the structuring and issuance of municipal bonds through negotiated, competitive sale or via private placement.
The Bernalillo County Treasury has an immediate opening for a full-time/exempt Deputy Treasurer, Financial. The Deputy Treasurer, Financial is one of the two exempt positions reporting directly to the County Treasurer. The Deputy Treasurer, Financial optimizes cash positioning and manages countywide liquidity by administering and managing the Investment Advisor/Investment Group under the County’s investment policy set by the Board of Finance and the Treasurer’s Accounting Department. It is an at-will position.
Thornburg Investment Management is a privately-owned global investment firm that offers a range of solutions for retail and institutional investors. We are driven by our mission to help our clients reach their long-term financial goals through fundamental research and active portfolio management. Founded in 1982 and headquartered in Santa Fe, New Mexico, we manage approximately $49 billion (as of December 31, 2017) across eight equity and eleven bond mutual funds, separate accounts for high-net-worth investors and institutional accounts, and five UCITS funds for non-U.S. investors.
DUTIES AND RESPONSIBILITIES:
MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:
Thornburg Investment Management is an EEO/AA employer.
Link to job posting and to apply: http://chk.tbe.taleo.net/chk05/ats/careers/requisition.jsp?org=THORNBURG&cws=1&rid=350
The Budget Analyst Senior performs a variety of high level and complex administrative and professional duties related to the development and analysis of budget requests. Produces forecasts and projections; prepare illustrations of economic and statistical data for various budget documents; analyzes economic trends; and performs special assignments pertaining to proposed legislation.
Performs a variety of administrative and professional duties with City departments/divisions related to developing and analyzing budget requests; producing forecasts and projections; preparing illustrations of economic and statistical data for various budget documents; analyzing economic trends; and performing special assignments pertaining to proposed legislation.
We are looking for an experienced Investment Analyst to add to the State of Utah, School and Institutional Trust Funds Office (SITFO). SITFO was created in 2015 to manage state trust land revenues and existing corpus of approximately $2.5 billion. Current allocations are global in nature, include a mix of active and rules-based strategies, with significant investment in private markets. The trust funds support a variety of efforts in public education for the State of Utah.
The Financial Analyst performs a variety of professional duties related to compiling, updating, reporting and maintaining financial information utilizing financial accounting, spreadsheet, amortization and report-writing software programs.
• Interest toward a career in finance and investing
GENERAL DESCRIPTION The Financial Analyst performs a variety of professional duties related to compiling, updating, reporting and maintaining financial information utilizing financial accounting, spreadsheet, amortization and report-writing software programs. SUPERVISION RECEIVED Works under the general direction of the assigned supervisor. SUPERVISION EXERCISED May provide close to general supervision to assistant staff as needed. NATURE OF WORK Essential Functions: The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.
Maintains, reviews, analyzes, corrects and reconciles financial data and transactions in accordance with generally accepted accounting principles and governmental accounting standards; reviews, compiles, and analyzes the City of Santa Fe Comprehensive Annual Financial Report (CAFR); compiles and prepares governmental financial statements for inclusion in the Comprehensive Annual Financial Report.
Researches, compiles and reports federal, state, and local grant-related financial information in compliance with contracts; accesses confidential data to resolve problems involving grant budgets and to ensure compliance. Designs and develops financial reports and statements utilizing the financial system report writer and advanced spreadsheet software applications. Analyzes, assesses, and makes recommendation regarding financial software issues and problems; provides formal training and on-going financial system support to users as well as supporting accounting personnel. Reviews, analyzes, and makes recommendations on departmental budgets. Prepares, evaluates, monitors, and reconciles accounts; including, personnel services, operating and capital outlay purchases, and special funds on a daily, monthly, quarterly, and annual basis; reconciles multiple accounts, and leases, utilizing spreadsheet and software applications. Applies revenue and expenditure methodologies to produce forecasts and projections; analyzes, monitors, and adjusts collected data, including journal entries, using standard statistical/mathematical techniques. Prepares fund cash analyses and determines fund cash availability. Assists in budget mid-year review and fiscal year close-out procedures.
GENERAL DESCRIPTION The Accounting Manager performs a variety of first-line supervisory and complex accounting duties related to organizing and coordinating various financial functions including compiling, updating, reporting and maintaining financial information; utilizes financial accounting, spreadsheet, amortization, and report writing software programs. SUPERVISION RECEIVED Works under the general direction of the Controller or assigned supervisor. ESSENTIAL FUNCTIONS: The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position. Assists the Controller as directed or requested. Supervises either or both the GL accounting group or the Grant accounting group. Assists in monthly, quarterly, annual close process, and annual audit. Assists in the preparation of the city budget; the preparation the city’s comprehensive annual report, assures compliance with regulatory agency guidelines. Plans, coordinates, schedules, assigns, directs and monitors the work of Accounting Financial Analysts. Performs Specialized and complex accounting tasks, including but not limited to, preparing and reviewing journal entries including period close adjustments, account reconciliations, and variance analysis, or other analysis/report as directed. Conducts special studies of funds, revenues, expenditures and related accounting and budget activities. Examines and reviews accounting transactions and documents for accuracy; reviews, approves and coordinates documents, reports and other written communications/documents prepared by accounting staff. Assists departments in preparation and maintenance of accounting and fiscal documents in accordance with established procedures, laws, rules and regulations. Maintains, reviews, analyzes, corrects and reconciles financial data and transactions in accordance with generally accepted accounting principles and governmental accounting standards. Researches, compiles and reports federal, state and local grant-related financial information in compliance with contracts. Designs and develops financial reports, trial balances, and statements utilizing the financial reporting system writer and advanced spreadsheet software applications. Provides formal training and on-going financial system support to system users as well as supporting accounting personnel.