4331-Investment Analyst

Job description

CITY AND COUNTY OF SAN FRANCISCO

DEPARTMENT OF HUMAN RESOURCES

Title: Investment Analyst

Job Code: 4331

DEFINITION

Under direction, class 4331 Investment Analyst analyzes economic conditions, Industries and Individual companies and conducts independent research to assure optimum Investment opportunity for the portfolio consistent with applicable investment policies; monitors performance of contract investment managers and submits reports and recommendations to superiors for action; and performs related duties as required.

DISTINGUISHING FEATURES

SUPERVISION EXERCISED

None

EXAMPLES OF IMPORTANT AND ESSENTIAL DUTIES

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.

1. Conducts research, analyzes primary source data and writes reports regarding the financial condition of an Individual company's total business Including product markets, financial condition, capital structure, earnings capacity, corporate strategy, Investments and other relevant factors; calculates, evaluates and determines relative profitability and market or credit risk of individual company investments.

2. Reviews, evaluates and prepares reports on current financial strength of industries assigned on the basis of macro analysis, and constructs forecasts of the relative impact of expected economic developments on these industries; recommends possible investment candidates.

3. Measures performance of contract investment managers based on acceptable formula and submits written reports and recommendations to the Chief Investment Officer or Managing Director, Director or Senior Portfolio Manager as assigned.

4. Communicates verbally and in writing to the Retirement Board or other staff concerning investment action recommendations on companies and industries; indicates the portfolio implications of these recommendations in regard to determination of asset allocation.

5. Establishes contact with company representatives and outside consultants to secure financial data and evaluations on industries and companies reviewed.

6. Evaluates Investment market values and recommends purchase and transactions to Portfolio Manager; upon approval executes security transactions on most advantageous terms.

7. Utilizes specialized Investment software to access departmental data sources and analyze the information.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of: all major industries, diversified securities and available markets; sources of data for analyzing securities; statistical and computer techniques applied to financial data in evaluating securities; Investment performance measures; principles and methods of accounting and finance for business; stock, bond and real estate investment strategies and market evaluations and operations; laws, rules and regulations pertaining to the sale and purchase of securities; the practices utilized in investment transactions.

Ability or Skill to: analyze financial and security market data and situations and make sound recommendations based on such analysis; Isolate critical investment data in evaluating securities; conduct performance evaluation of contract investment managers; negotiate purchase and sale of securities; prepare reports and make oral presentations; establish and maintain effective and harmonious working relationships with financial professionals and co-workers; qualify for a fidelity bond.

MINIMUM QUALIFICATIONS

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification. Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.

Education:

Possession of a baccalaureate degree from an accredited college or university; AND

Experience:

Two (2) years of relevant investment experience with a major financial institution, consulting organization, pension fund, endowment, foundation, family office, or sovereign wealth fund, including experience monitoring and measuring performance within institutional portfolios and the capital markets; developing quantitative applications to analyze and monitor public and/or private investments including qualitative skills for assessment and recommendations.

License and Certification:

Substitution:

Possession of a baccalaureate degree from an accredited college or university with a major coursework in economics, business, finance, accounting, mathematics, statistics, banking may substitute for one (1) year of the required experience.

Possession of a master�s degree in economics, business, finance, accounting, mathematics, statistics, banking, or similar field may substitute for the required education and experience.

Possession of a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation may substitute for the required education and experience

SUPPLEMENTAL INFORMATION

PROMOTIVE LINES

ORIGINATION DATE:

08/19/1974

AMENDED DATE:

10/02/1989; 05/16/19

REASON FOR AMENDMENT:

To accurately reflect the current tasks, knowledge, skills & abilities, and minimum qualifications.

BUSINESS UNIT(S):

COMMN

Standard information

Disaster service work

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Historic and future compensation