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Short Description
  
  
  
Royal Bank of Canada10/24/2017 10:04 AM4/24/2018

​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.​

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Public Employees Retirement Association (PERA)Santa Fe1/16/2020 6:41 AM3/31/2020

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.

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Acequia Investment GroupAlbuquerque, NM1/14/2019 2:22 PM1/14/02191/31/2019

​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.  ​

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State of New Mexico - Public Employee Retirement AssociationSanta Fe, NM1/23/2017 4:45 AM1/20/20176/23/2017

​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.

Job Description
  
Acequia Investment GroupAlbuquerque1/3/2018 5:48 PM1/3/20186/3/2018

​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. 

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Santa Fe Advisors Santa Fe10/11/2016 2:01 PM10/11/201612/31/2016

​The analyst will support Santa Fe Advisors (‘SFA’) partners and staff by performing a broad

range of functions required to service and grow our client base. Responsibilities will include (but not be limited to) client service, client account opening, relationship manager support,
marketing support and research, record keeping, compliance support, trade execution, vendor relations, and special projects. The range of responsibilities is broad and may change over time as business conditions and SFA’s needs change. The analyst will be an important member of a small entrepreneurial team, and is expected to be flexible and adaptable, as the team’s business priorities require.

To express interest in the position, please contact us through our website. On the contact tab, submit your cover letter and resume.

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New Mexico State Investment CouncilSanta Fe, NM10/2/2018 6:37 AM10/2/20183/2/2019

​This position assists in protecting and growing the SIC's permanent endowment funds for current and future generations, through prudent and professional investment management.  

This unique position provides comprehensive analytical support to the Director of Public Equity. This role involves developing models and analytical processes to assist in the due diligence, review and selection of new managers, and investments for these portfolios, and for the ongoing active management and review of those managers. Position requires a significant degree of quantitative and qualitative analysis, monitoring and documentation of managers and investments within those portfolios.​
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New Mexico State TreasurySanta Fe, NM10/23/2018 4:25 AM10/23/20181/23/2019

​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.​

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New Mexico State Investment CouncilSanta Fe, NM10/31/2017 1:25 PM10/31/20174/30/2018

​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.​

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Wells FargoAlbuquerque, NM10/6/2016 12:34 PM10/6/201612/24/2016

You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

Investment Strategist provide clients a holistic investment approach to HNW clients and is delivered consistently through multiple channels. They develop business through sales/marketing while leveraging partnership opportunities throughout the firm and uses solid product knowledge and relationship skills to service clients.

Required Qualifications
• 6+ years of investment management experience

Desired Qualifications
• An active Chartered Financial Analyst (CFA) designation
• Wealth or investment management experience

Job Expectations
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.​

See pdf for more details or visit https://www.wellsfargo.com/about/careers/​ and search by Job ID # 5280022 to apply.​

Wells Fargo.Investment Strategist.LO.3.CFA.NM.100616 (v.2).pdf
Search by Job ID # 5280022 to applyMore Information (search Job ID # 5280022)
  
Herring Bank Amarillo, TX11/22/2016 9:20 AM11/22/20162/22/2017

​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: jobs@herringbank.com​ ​

Job Description
  
WestStar Wealth ManagementEl Paso, TX11/29/2018 10:43 AM11/28/20183/28/2019

​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.​

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REDWAlbuquerque12/20/2019 12:48 PM12/20/20192/29/2020
REDW is seeking a Wealth Management Associate to join our team in our Albuquerque office. This position supports REDW Wealth LLC and the Firm at the professional level through financial planning input, compliance assistance, analysis, research, trading and operational tasks. If you are looking to grow your career in the financial planning industry this is the opportunity for you!
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Dorsar Investment CompanySanta Fe, NM12/28/2016 9:26 AMAttachment12/28/20163/28/2017

​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

The ideal candidate is just out of college, looking for hands on experience, very proficient in Excel, basic understanding of statistics, detailed orientated and has a basic understanding of finance and accounting. Must be comfortable in an unstructured environment and comfortable with rudimentary due diligence (public comparables, industry deep dives, etc.). This role is unique b/c we are a very small firm with a very flat organizational structure (2 professionals are located in Santa Fe, NM). The analyst will primarily be responsible for:
Various types of financial analyses:
  • ​​Updating and benchmarking of public and private assets
    • Forecasting / reconciling cash flows
    • Determining fair market valuations on private assets
    • Helping prepare investment memorandums and documenting due diligence processes
    • ​Drafting annual “year-end” letters to shareholders
  • ​Updating several large private equity models summarizing our entire private equity portfolio around:
    • ​Asset classification – type of transaction, industry, geography, etc. – semi-annually
    • Benchmarking each investment to public market equivalents semi-annually
    • Updating the forecast of each investment annually
  • ​Updating several large real estate models based on:
    • Asset classification – type of transaction, industry, geography, etc.
    • Benchmarking each investment to public market equivalents semi-annually
    • Updating the forecast of each investment annually
  • ​​Reconciling / checking of accounting oversight of several “minor” entities
  • Various other responsibilities
Benefits:
  • Competitive starting salary
  • Opportunity for an annual bonus
  • Health care paid 100% by employer; dental paid by employee
  • 401k matching
  • 2 weeks of vacation 
Qualified candidates can apply.   
William Feinberg; William.feinberg@dorsar.com
Job Description
  
RBC Wealth ManagementAlbuquerque, NM2/21/2019 9:53 AM2/11/20193/10/2019

​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.

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State of New MexicoSanta Fe, NM2/17/2017 12:38 AM2/17/20178/17/2017

The 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.

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State of New MexicoSanta Fe, NM2/17/2017 12:42 AM2/17/20178/17/2017

The 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 multiple positions.​​​​

Job DescriptionsJob Descriptions
  
RBC Capital MarketsAlbuquerque, NM3/11/2019 2:10 PM3/11/20196/28/2019

​The Municipal Finance​​ Analyst provides analytical, research and transactional support t​o investment bankers in all departmental work activities relating to the structuring and issuance of municipal bonds through negotiated, competitive sale or via private placement.​

https://jobs.rbc.com/ca/en/job/183958?locale=en_USMore Information
  
City of Santa FeSanta Fe, New Mexico4/4/2019 10:37 AM3/26/20194/9/2019
GENERAL PURPOSE 
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 supervision of the Controller, or assigned supervisor. 
 
SUPERVISION EXERCISED 
Provides close general supervision to Financial Analyst(s) and clerical support staff as assigned. 

https://www.santafenm.gov/job_opportunities/detail/2019-fn3More Information
  
Bernalillo County TreasuryAlbuquerque and Bernalillo County, NM3/7/2017 8:37 AM3/7/20179/7/2017

​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.  ​

Job DescriptionJob Description
  
Thornburg Investment ManagementSanta Fe, NM3/9/2018 11:38 AM3/9/20189/9/2018

​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.

At Thornburg, we value integrity and believe in doing the right thing for our company and our clients. Our culture promotes teamwork, while providing opportunities for our employees to learn and grow in their professional careers. 

PRIMARY JOB FUNCTION:
Working with the Regional Directors, the primary responsibilities of  the Associate is marketing, business development, and providing best in class service to Thornburg’s institutional clients and consultants.

DUTIES AND RESPONSIBILITIES:

  • ​Promote investment product sales and retention for the Regional Director and Managing Director via prospecting and preparation for client meetings and calls covering portfolio securities, account performance, new products and market developments.
  • Act as secondary contact for Thornburg's larger clients in support of the Regional Director and Managing Director.
  • Develop strong relationships with internal partners (investments, compliance, operations, and marketing) to facilitate best in class service and issue resolution.
  • Utilize FactSet, Advent/APX, and Bloomberg to extract portfolio, security level, and market data for client reporting needs. 
  • Prepare customized materials (presentation books and attribution reports) for quarterly update calls and client meetings. Coordinate efforts with Thornburg PMs on these activities.
  • Preparing analysis of portfolio performance and characteristics for internal and external use, including attribution analysis, "cheat sheets" and other ad hoc reports as needed by Thornburg's sub advisory and institutional and consultant clients.
  • Assist with majority of the scheduling for the Regional Director and Managing Director.
  • When appropriate, meet face-to-face with existing and prospective clients to discuss investment strategies. Act as a liaison between the investment team and the institutional plan sponsor and consultant channels.
  • Represent Thornburg's institutional group at conferences and various client events.

MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:

  • ​Proficient in Microsoft Excel, PowerPoint, and Word.
  • A solid understanding of financial markets and/or strong interest and aptitude.
  • Ability to work and interface with clients on time sensitive request.
  • SEC Series 7 preferred, or ability to maintain soon after hire.
  • Bachelor's Degree required; Business or Finance degree preferred.
  • Progress toward CFA designation a plus.
  • Previous experience in financial services a strong plus.

PERSONAL CHARACTERISTICS: 

  • ​Ability to work in a team environment.
  • Ability to thrive in a deadline-oriented atmosphere.
  • Ability to provide the highest level of service for Thornburg's sub advisory clients.
  • Strong analytical skills and attention to detail.
  • Strong organizational and time management skills.
  • Excellent verbal and written communication skills.
  • Enthusiasm, positive attitude, and a drive to succeed are critical.

PHYSICAL REQUIREMENTS:

  • Ability to work at a computer for an extended period of time.
  • Ability to travel; up to 25% of the time.

LOCATION: Position is located in Santa Fe, New Mexico. Relocation assistance may be provided if you're an out of state candidate. Please confirm your ability to relocate to NM in your cover letter.

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


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City of Santa FeSanta Fe4/12/2019 11:11 AM4/11/20194/22/2019

​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. 

file:///C:/Users/cls/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/40PGS7IB/Senior%20Budget%20Analyst%202019-FN5.pdfMore Information
  
City of Santa FeSanta Fe, New Mexico4/12/2019 11:14 AM4/11/20194/22/2019

​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. 

file:///C:/Users/cls/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/40PGS7IB/Budget%20Analyst%202019-FN4.pdfMore Information
  
City of Santa FeSanta Fe, New Mexico4/24/2019 10:53 AM4/24/20195/1/2019
​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.

https://www.santafenm.gov/job_opportunities/detail/2019-fn3More Information
  
State of Utah, School and Institutional Trust Funds OfficeSalt Lake City, UT4/29/2019 2:40 PM4/29/20198/29/2019

​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.

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City of Santa FeSanta Fe, NM4/30/2019 6:37 AM4/29/20195/8/2019

​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.

https://www.santafenm.gov/job_opportunities/detail/2019-fn7More Information
  
Public Employees Retirement Association of New MexicoSanta Fe, NM5/17/2019 10:58 AM5/9/2019
Want some practical experience solving real world investment problems? NM PERA is proud to offer its Finance Practicum Program, which extends an invitation to all NM Higher Education Institutions the opportunity for selected individuals to partner with a 2-5 person team on a short-term finance consulting project while receiving credit. Projects are structured so that selected individuals solve a live investment problem at NM PERA and deliver and present a finished product to the NM PERA investment team at the end of the Practicum.

NM PERA’s investment division manages a $15.5 billion defined benefit plan for over 45,000 retirees, who as a whole receive benefit payments totaling $1.2 billion per year, or about 1.4% of New Mexico’s GDP. The NM PERA investment division currently finds itself at the crossroads of one of society’s greatest challenges and opportunities: namely, retirement security and technological change.

Retirement security ranks among the greatest challenges facing developed and rich nations as dignified retirement becomes more and more out of reach and governments are less and less willing or able to care for aging populations. Investment returns on global savings pools, meanwhile, are projected to be far less than what is required to provide the income needed in retirement- not just at NM PERA but across the globe. Thankfully, one promising beacon in this otherwise bleak picture is innovation, technology and data science.

Technological advances in many industries like bio and life science are impacting real lives and improving quality of life outcomes every day. From supply chain management, to immuno oncology, examples of such advancements are plentifully. Consistent with our ethos to continually improve and achieve for our members, the NM PERA team acknowledges that our future investment success will take a cross disciplinary, unconventional and bold approach to investment management-- one where NM PERA harnesses new technologies in data science, portfolio construction, risk analytics, and artificial intelligence to produce desired outcomes.

As such, NM PERA seeks intellectually curious, conscientious, self-starters who might be interested in such work. The successful candidate will work with a seasoned lead mentor, and other Practicum Selectees, on a research project that pursues parallel paths: (1) to produce tools and models that will combine modern computing power with the latest investment and academic research to solve practical problems in institutional investment management (2) engage in disruptive thinking and research cross-disciplinary concepts and ideas that can improve upon long held traditional investment beliefs and constraints.

Interesting and impactful opportunities abound.

Examples of areas ripe for study follow.

-- Maximizing Geomean Return, Maximizing Terminal Wealth & Important Considers for Moving Beyond Mean-Variance Optimization;

-- Measuring and Monitoring Beta Extension in Hedge Fund Portfolios: A NM PERA GFC Retrospective;

-- Stress Testing Active Risk Parameters: Excess Return Correlation and the Assumption of Idiosyncrasy;

-- Pushing the Boundaries of Risk Management: Feeding off of Non-Normal Excess Return Distributions While Finding and Using Effective Left Tail Risk Measures Across Multiple Contagion and Correlation Regimes. Avoiding hundred year floods that seem to come every five years.

Successful Practicum Selectees will work collaboratively with other selectees on a proposed area of study.

They will 
1)Work with NM PERA Portfolio Managers to develop the area of study such that tools learned or developed can be practically applied in the NM PERA portfolio; 
2)Develop an annotated bibliography of academic literature that summarizes research already completed in the area of study and other institutional applications; 
3)Apply the problem/question/ and analytical tools learned or developed to historical NM PERA data; 
4)Use the frameworks and tools learned or developed to construct models that NM PERA can use in practice during investment diligence and real time risk management.

MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS include the following:

• Passion for financial markets

• Strong communication skills

• Strong analytical skills

• Proactive and creative thinking

• Collaborative, flexible, ethical, humble self-starter

• Knowledge of finance and portfolio theory

• Interest toward a career in finance and investing

https://careers.share.state.nm.us/psc/hprdcg/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_SCHJOB_FL&FOCUS=Applicant&More Information
  
Public Employees Retirement Association of New MexicoSanta Fe, NM5/17/2019 11:01 AM5/9/20196/15/2019
​Want some practical experience solving real world investment problems? NM PERA is proud to offer its Finance Practicum Program, which extends an invitation to all NM Higher Education Institutions the opportunity for selected individuals to partner with a 2-5 person team on a short-term finance consulting project while receiving credit. Projects are structured so that selected individuals solve a live investment problem at NM PERA and deliver and present a finished product to the NM PERA investment team at the end of the Practicum.

NM PERA’s investment division manages a $15.5 billion defined benefit plan for over 45,000 retirees, who as a whole receive benefit payments totaling $1.2 billion per year, or about 1.4% of New Mexico’s GDP. The NM PERA investment division currently finds itself at the crossroads of one of society’s greatest challenges and opportunities: namely, retirement security and technological change.

Retirement security ranks among the greatest challenges facing developed and rich nations as dignified retirement becomes more and more out of reach and governments are less and less willing or able to care for aging populations. Investment returns on global savings pools, meanwhile, are projected to be far less than what is required to provide the income needed in retirement- not just at NM PERA but across the globe. Thankfully, one promising beacon in this otherwise bleak picture is innovation, technology and data science.

Technological advances in many industries like bio and life science are impacting real lives and improving quality of life outcomes every day. From supply chain management, to immuno oncology, examples of such advancements are plentifully. Consistent with our ethos to continually improve and achieve for our members, the NM PERA team acknowledges that our future investment success will take a cross disciplinary, unconventional and bold approach to investment management-- one where NM PERA harnesses new technologies in data science, portfolio construction, risk analytics, and artificial intelligence to produce desired outcomes.

As such, NM PERA seeks intellectually curious, conscientious, self-starters who might be interested in such work. The successful candidate will work with a seasoned lead mentor, and other Practicum Selectees, on a research project that pursues parallel paths: (1) to produce tools and models that will combine modern computing power with the latest investment and academic research to solve practical problems in institutional investment management (2) engage in disruptive thinking and research cross-disciplinary concepts and ideas that can improve upon long held traditional investment beliefs and constraints.

Interesting and impactful opportunities abound.

Examples of areas ripe for study follow.

-- Maximizing Geomean Return, Maximizing Terminal Wealth & Important Considers for Moving Beyond Mean-Variance Optimization;

-- Measuring and Monitoring Beta Extension in Hedge Fund Portfolios: A NM PERA GFC Retrospective;

-- Stress Testing Active Risk Parameters: Excess Return Correlation and the Assumption of Idiosyncrasy;

-- Pushing the Boundaries of Risk Management: Feeding off of Non-Normal Excess Return Distributions While Finding and Using Effective Left Tail Risk Measures Across Multiple Contagion and Correlation Regimes. Avoiding hundred year floods that seem to come every five years.

Successful Practicum Selectees will work collaboratively with other selectees on a proposed area of study.

They will 
1)Work with NM PERA Portfolio Managers to develop the area of study such that tools learned or developed can be practically applied in the NM PERA portfolio; 
2)Develop an annotated bibliography of academic literature that summarizes research already completed in the area of study and other institutional applications; 
3)Apply the problem/question/ and analytical tools learned or developed to historical NM PERA data; 
4)Use the frameworks and tools learned or developed to construct models that NM PERA can use in practice during investment diligence and real time risk management.

MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS include the following:

• Passion for financial markets

• Strong communication skills

• Strong analytical skills

• Proactive and creative thinking

• Collaborative, flexible, ethical, humble self-starter

• Knowledge of finance and portfolio theory

• Interest toward a career in finance and investing

http://www.nmpera.org/investments/opportunities-for-studentsMore Information
  
City of Santa FeSanta Fe, NM6/26/2019 5:46 AM6/19/196/29/2019

​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.

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CIty of Santa FeSanta Fe, NM6/26/2019 5:50 AM6/19/196/30/2019

​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. ​

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