Deputy Executive Director, ERFC Investments

Description

Assists the executive director with the investment portfolio of the Educational Employees' Retirement System of Fairfax County (ERFC); researches, analyzes, and recommends strategic investment initiatives supported by fiduciary accountability; ensures and maintains compliance with legislation and contracted agreements; provides comprehensive evaluation of current investment manager performance and researches across asset classes to build pipeline considerations that ensure portfolio performance; tracks investment management and consulting costs and provides recommendations on areas of savings; provides qualitative and quantitative documentation, reporting, and presentations; collaborates with investment consultants, fund managers, actuaries, and legal counsel; serves as a liaison to the executive director, Board of Trustees, and School Board.

Qualifications

Required

• Any combination of education and experience equivalent to a bachelor's degree in business administration, finance, accounting, economics, or related field.
• Six (6) years of experience in investment management, retirement benefit design, investment manager compliance, and/or qualitative and quantitative analysis, some of which shall have been in a supervisory or leadership role.
  • Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
• Knowledge of management principles and techniques of investment management, retirement benefit design, investment manager compliance, and/or qualitative and quantitative investment fund analysis.
• Knowledge of federal and state laws governing public employee retirement systems and retirement accounting.
• Ability to analyze, evaluate, and interpret financial statements and provide supported short- and long-term recommendations.
• Ability to coordinate and discuss a variety of policy and pension plan matters between leadership, boards, and trustees.
• Ability to act as a skilled change agent and utilize negotiating skills to manage confidential information and navigate sensitive organizational situations.
• Ability to budget, plan, organize, direct, and supervise the work of personnel and outside vendors.
• Ability to establish and maintain successful collaborative working relationships with diverse personnel and outside vendors to address complicated investment needs.
• Ability to communicate effectively through public speaking, presentations, and business and technical writing.

Preferred

• Master's degree.
• Public pension fund experience.
• Experience in the institutional investment or institutional consulting industry.
• Charted Financial Analyst (CFA) designation.
• Chartered Alternative Investment Analyst (CAIA) designation.
• Financial Risk Manager (FRM) certification.
• Knowledge of PensionGold, Lawson, Levi Ray & Shoup, Inc. (LRS), or other pension software applications.