Career Opportunities
 
Career Opportunities
 
 

For information on posting a position, please contact Tanya Grayson at (202) 624-1419 or e-mail administration@nasra.org

Position Openings:

DEPUTY CHIEF INVESTMENT OFFICER, Kansas Public Employees Retirement System

DEPUTY ADMINISTRATOR, Delaware Office of Management & Budget, Pension Office

DEPUTY DIRECTOR, New Mexico Public Employees Retirement Association

CONTROLLER, District of Columbia Retirement Board

EXECUTIVE DIRECTOR, Somerville, Massachusetts Retirement Board

DEPUTY CHIEF INVESTMENT OFFICER, Connecticut Office of State Treasurer

ASSISTANT CONTROLLER, Arizona State Retirement System

FISCAL SERVICES UNIT MANAGER, Arizona State Retirement System

EXECUTIVE DIRECTOR, Baltimore City Fire & Police Retirement System

CHIEF FINANCE OFFICER, Wisconsin Retirement System

RETIREMENT PROGRAM ADMINISTRATOR, City of Phoenix

INVESTMENT SPECIALIST, ERS of Hawaii

EXECUTIVE DIRECTOR, Laborers' and Retirement Board Employees' Annuity and Benefit Fund of Chicago

DIRECTOR OF RISK AND ASSET ALLOCATION, South Carolina Retirement System Investment Commission

INVESTMENT OFFICER, New York State Teachers' Retirement System

PRIVATE MARKETS CONSULTANT, Strategic Investment Solutions, Inc.

CHIEF INVESTMENT OFFICER AND EXECUTIVE DIRECTOR, North Dakota Retirement & Investment Office

CHAIRMAN, Governmental Accounting Standards Board

REAL ESTATE INVESTMENT DIRECTOR, Colorado Public Employees’ Retirement Association

DEFINED CONTRIBUTION PLANS ADMINISTRATOR, Virginia Retirement Systems

PROXY VOTING ANALYST, New York State Office of the State Comptroller

RETIREMENT INVESTMENT OFFICER, City of San Jose

CHIEF INVESTMENT OFFICER, ERS of Hawaii

CHIEF INVESTMENT OFFICER/ASSISTANT DIRECTOR, City of San José

ACTUARY, Ohio Public Employees Retirement System

HEALTH CARE ACTUARY, Ohio Public Employees Retirement System

MANAGER, PUBLIC PROGRAMS, Minnesota State Board of Investment

DIRECTOR, STATE'S PUBLIC SECTOR RETIREMENT SYSTEMS, Pew Center on the States

 


Kansas

Deputy Chief Investment Officer for Public Markets, Kansas Public Employees Retirement System

About KPERS

KPERS administers three state-wide defined benefit retirement plans offered by almost 1,500 state and local employers.  Its membership totals over 281,000, including active, inactive and retired members.  The System pays out approximately $1.4 billion in benefit payments annually.  In addition, KPERS administers the State’s Deferred Compensation Plan, a voluntary 457(b) savings program for State of Kansas employees.  Many local public employers also participate in this plan.

A nine-member Board of Trustees oversees the System.  The full Board acts as the Investment Committee.  All investments are managed by external managers. The investment division currently includes 8 staff members.

Deputy CIO Responsibilities

The Deputy Chief Investment Officer for Public Markets (Deputy CIO) works closely with the Chief Investment Officer (CIO) to oversee the management of the System’s publicly-traded asset classes, to critically evaluate investment operations and efficiency, and to assist in the implementation of best practices and innovation to improve operational efficiency.  The Deputy CIO is directly responsible for the development, implementation and maintenance of the System’s active domestic and international equity portfolios, and equity or growth related real return strategies.  The Deputy CIO is primarily responsible for working with the CIO to develop and implement a Risk Management System across all assets.  The Deputy CIO also conducts investment-related research.  The Deputy CIO works closely with the Assistant Investment Officer (AIO) to ensure that appropriate oversight is in place for passive public equity strategies, yield driven strategies, and other strategies assigned to the AIO.  The Deputy CIO reports to the CIO and serves as Team Leader for the public markets investment staff, which includes the Fixed Income Officer, the Assistant Investment Officer, and an Investment Analyst. 

Compensation

Compensation will include a base salary based on experience and qualifications of the successful candidate, as well as KPERS’ excellent benefits package and relocation assistance.  KPERS does not offer incentive compensation. 

Qualifications

A graduate degree in business, finance, economics or a related field is required, although experience may be substituted for a graduate degree at the discretion of the CIO.  CFA designation, or current enrollment in the CFA program, is required.  Significant institutional investment experience with publicly traded equities and fixed income, as well as risk management expertise, are required.  Supervisory or team leader experience is preferred.  

For more information, or to apply, contact:
Elena M. McCall
EFL ASSOCIATES

720-200-7021

emccall@eflassociates.com

Posted 6/3/2013

Delaware

Deputy Pension Administrator, Delaware Office of Management & Budget, Pension Office

Salary: $66,175 - $99,263

Location:  Dover, DE

Closing Date:  Open Until Filled

Summary Statement

This class is responsible for directing the daily operation of the Pension Office including eligibility determination, appeals, payment processing, conducting financial analysis, accounting and monitoring of investment accounts to provide advice and recommendation to the Administrator.

  • Over 8 billion dollars in Trust Fund Assets.
  • 42,000 active employees under various Pension Plans.
  • Over 25,000 current pensioners.

Nature and Scope

This class functions under the direction of the Pension Administrator and is involved in managing the daily operations of the Pension Offices multiple subfunctions. All State employees covered by a pension program utilize the services of this unit for estimating benefit payments, processing applications for retirement, processing appeals of any determination as well as pre/post-retirement counseling. In addition, this unit monitors all current pension payments to ensure compliance with all federal and state laws and regulations governing retirement programs. Another responsibility of this unit involves accounting for and the financial analysis of all pension fund investments, thereby providing assistance to the Board of Pension Trustees in formulating decisions in the best financial management of these assets. The incumbent is responsible for the short-term investment of daily cash flow ranging from 50 to 400 million dollars in the absence of the Pensions Administrator.  Concurrent with these responsibilities, the incumbent assists the Pensions Administrator in monitoring federal and state statutory changes and legislative proposals, develops and drafts proposed pension legislation and updates administrative procedures.

Essential Functions

Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.

  • Directs the processing of all retirement applications, requests for benefit estimates, appeals determinations and counseling services in a timely, effective manner.
     
  • Provides an accurate accounting of invested monies and pension payments. 
     
  • Monitors and analyzes investment accounts.
     
  • Monitors and analyzes evolving legal, medical, financial, actuarial and economic trends and developments to provide the most beneficial and cost effective pension program for the State. 
  • Conducts research and develops new or revised draft legislation to strengthen the financial and competitive position of the State's pension programs.
     
  • Provides timely and accurate information, explanations and interpretations to various officials including legislators, agency management, the Governor's Office and State employees.

Knowledge, Skills and Abilities

The intent of the listed knowledge, skills and abilities is to give a general indication of the core requirements for all positions in the class series; therefore, the KSA’s listed are not exhaustive or necessarily inclusive of the requirements of every position in the class.

  • Knowledge of management techniques involving a highly technical and diverse organization impacting on significant State financial resources.
  • Knowledge of the principles and practices of professional accounting, finance, estate planning, auditing, legal, actuarial and taxation.
  • Knowledge of all federal and state pension statutes, laws and regulations.
  • Knowledge of the concepts and operating procedures for data processing.
  • Knowledge of modern portfolio theory and investment management techniques.
  • Skill in communications, public speaking, comparative and statistical analysis, planning and organization.

Job Requirements for Deputy Pension Administrator

1.      Possession of a Bachelors degree or higher in Accounting, Business Administration, Economics, Finance, Business Management, Computer Information Systems or related field.

2.      Three years experience in financial administration such as comprehensive analysis of programs, budgets, projects, services, alternatives, and costs; financial planning, revenue generation, revenue forecasting, expenditure forecasting, cash flow management and establishing internal control.

3.      Three years experience in auditing financial records and documents in accordance with Generally Accepted Auditing Standards, including assessment of internal and external controls.

4.      Six months experience in information system functional support which includes planning for informational needs to initiate system changes; developing user, operational and program documentation; coordinating, overseeing and participating in the testing of new/modified computer program enhancements by creating test data, analyzing the system's actions and determining critical system performance to ensure applications meet user needs. 

5.      Three years experience in interpreting and enforcing state and federal pension statutes, laws and regulations related to defined benefits plans.

6.      Three years experience in staff supervision which includes planning, assigning, reviewing, and evaluating the work of others.

7.      Knowledge of developing policies and procedures.

Benefits Include: Medical, Dental, Life Insurance, Paid Holidays, Vacation and Sick Leave, Flexible Spending Plan, and Pension Plan.

Please fax resumes to 302-739-1181 or email to OMB_Personnel_Fax@state.de.us.  AA/EEO.

Posted May 29, 2013


New Mexico

Deputy Director, New Mexico Public Employees Retirement Association

Position Description:  The Public Employees Retirement Association of New Mexico (PERA) is recruiting for a Deputy Director.  The position performs in a senior level executive role with responsibilities for strategic planning, program development and executive management.  Work involves general oversight of member services, death and disabilities services, retirements and payroll, member requests and systems administration.  Depending on candidate qualifications, areas of responsibility may include assisting Executive Director in oversight of other functional areas at PERA.  Position acts on behalf of the Executive Director in her/his absence and assists with communicating and coordinating with the PERA Board of Trustees.  Position reports to the Executive Director with extensive latitude for initiative and independent judgment.

Duties (may include but not be limited to):

·         Overseeing day-to-day operations of PERA with emphasis on providing quality customer service and benefits administration to PERA’s 55,000 members, 34,000 retirees and 300 participating entities

·         Providing leadership to agency executives and managers in recruitment and development of a diverse, high performing, customer service oriented workforce and maintaining a high commitment to ethical management, governance and business practices

·         Developing medium and long term agency strategic planning efforts

·         Assisting with development and implementation of agency legislative initiatives

·         Overseeing agency outreach efforts including developing legislative reports, newsletters, web site content, Board information and other communication efforts

·     Depending on qualifications, assisting Executive Director with oversight of other functional areas including investments, Information Technology/User Administration and Administrative Services

·         Assisting the Executive Office with liaison and support to the Board of Trustees

·         Overseeing Legislative Retirement Plan

 

Preferred Skills, Knowledge, Experience and Abilities:

 

·         Significant experience with sophisticated systems such as enterprise resource planning, customer relationship management, etc., with emphasis on experience with pension benefit administration or other post employment benefit systems

·         Experience working with complex customer service and benefits administration processes

·         Demonstrated ability to analyze work flow, improve organizational and business processes and improve organizational communications

·         Experience developing organizational performance measures

·         Experience working with Boards

·         Knowledge of State of New Mexico processes including legislative, budgeting, contracting and personnel

·         General knowledge of actuarial, accounting, budget and governance principles

·         General knowledge of investment principles with focus on public pension investing preferred

 

Minimum Qualifications:

·         Bachelors degree from an accredited college or university

·         Ten years of senior, executive level management experience

Preferred Qualifications:

·        Advanced degree in management, business, economics, public administration or other

·        Experience in public pension, or other post employment benefits management, with particular experience in customer service, benefits administration, IT, investments related to public pension administration

Misc.:

·         The position is based in the Santa Fe, NM office of PERA

·         Salary range is $100,000 to $120,000

·         Expected start date is July/August, 2013

·         This is a policy making exempt, at-will position

To Apply:

Please send a current resume and cover letter by 5:00 p.m. (MDT), Friday, June 7, 2013 to Judy Olson at Public Employees Retirement Association of New Mexico, P.O. Box 2123, Santa Fe, NM 87504-2123.  Applications may also be emailed to judy.olson@state.nm.us or faxed to 505-954-0344.  Only candidates chosen to participate in interviews will be contacted.

PERA New Mexico is committed to the principles of equal employment opportunity and workforce diversity.

Posted May 22, 2013


District of Columbia

Controller, District of Columbia Retirement Board

STARTING RANGE: $114,840 -- $143,550 DOQ (Grade 11)

(Career Service)  Entire Range: $114,840 -- $177,428

OPENING DATE:  March 19, 2013

CLOSING DATE:  Open Until Filled

LOCATION:  900 7th Street, NW, 2nd Floor, Washington, DC 20001

TOUR OF DUTY:  Monday – Friday; 8:30 a.m. – 5:00 p.m.

NUMBER OF VACANCIES:  One (1)

AREA OF CONSIDERATION:  Open to all applicants

TYPE OF APPOINTMENT:  Probationary to Regular    This position is NOT in a collective bargaining unit.

 *** Successful pre-employment criminal, financial, educational and certification background check required ***

 

ABOUT THE D.C. RETIREMENT BOARD:  The District of Columbia Retirement Board is an independent agency of the District of Columbia Government.  Our mission is to manage and control the assets of the D.C. Police Officers' and Firefighters' Retirement Plan and the D.C. Teachers' Retirement Plans as well as to administer benefits for the members of the plans.

POSITION SUMMARY

The Controller assists the Chief Financial Officer with administering the financial affairs of DCRB and with preparation of financial analyses of operations, including interim and final financial statements with supporting schedules, for the guidance of management.

PRIMARY RESPONSIBILITIES

1.       Manage the activities of the Accounting Department for the accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements, annual audits and annual budgets.

2.       Oversee the activities of the Accounting Department for the complete integration of all agency accounting issues and services including accurate and timely financial statements production, billing and account statement production and disclosure development.

3.       Oversee the activities of the Disbursement function ensuring the accurate and timely processing of accounts payable, purchase orders, petty cash, expense reports, cash control, payroll processing compliance.

4.       Oversee the activities of the Accounts Receivable function to ensure the accurate and timely management of all Accounts Receivable aging components including billings, cash receipts application, etc.

5.       Assist with internal audits of the departments and report results to the CFO and Executive Director.

6.       Perform budget vs. actual analysis for CFO and Executive Director on a monthly basis and track budget variances by departments.

7.       In conjunction with the Investment department, track and record cash distributions, wire transfers and manager fee payments. 

8.       Establish and maintain systems and controls which verify the integrity of all systems, processes and data, and enhance the agency’s value.

9.       Respond to the CFO with accurate and timely work to facilitate the agency’s financial needs and fiscal soundness.

10.   Participate in a wide variety of special projects and compile a variety of special reports.

KNOWLEDGE, SKILLS AND ABILITIES

·         Thorough knowledge of and the ability to apply general accepted accounting principles, especially GASB pension standards

·         Knowledge of computerized information systems used in financial and/or accounting applications, especially Great Plains and Workplace

·         Ability to analyze and interpret financial data and prepare financial reports in accordance with DCRB standards

·         Ability to establish and implement sound financial internal controls

·         Familiar with actuarial principles and practices regarding public pension plans

·         Ability to make decisions and operate independently with respect to complex issues and business requirements with a high degree of exposure

·         Operational leadership and management skills

·         Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community

·         Ability to develop, plan, and implement short- and long-range goals

·         Competence in managing multiple projects simultaneously with a strong results/goal orientation

·         Skill in budget preparation and fiscal management

·         Skill in organizing resources, managing projects, and establishing priorities

·         Excellent communication skills including the ability to write clearly and succinctly in a variety of communication settings and styles

·         Ability to use rigorous logic and methods to solve difficult problems with effective solutions

·         Ability to work closely with others as part of a team while being able to take full responsibility for outcomes

BEHAVIORAL COMPETENCIES

·         Analytical-the individual synthesizes complex or diverse information.

·         Problem solving-the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.

·         Oral communication-the individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings.

·         Delegation-the individual delegates work assignments, gives authority to work independently, sets expectations and monitors delegated activities.

·         Management skills-the individual includes staff in planning, decision-making, facilitating and process improvement; makes self available to staff; provides regular performance feedback; and develops subordinates’ skills and encourages growth.

·         Quality management-the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.

·         Judgment-the individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions.

·         Planning/organizing-the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans.

·         Safety and security-the individual actively promotes and personally observes safety and security procedures, and uses equipment and material properly.

QUALIFICATIONS

·         CPA or MBA in Business Administration, Finance or Accounting

·         Five years hands-on accounting managerial experience

·         Proven supervisory experience

·         Exceptional communication skills

·         Experience accounting for diversified institutional investment portfolios

·         Proficient knowledge of excel problem solving and analytical skills required

 WORKING CONDITIONS

·         Normal office environment

 

This job description indicates the general nature and level of work being performed by employees in this job.  It is not intended to be an exhaustive list of all tasks, duties, and qualifications of employees assigned to this job.  Incumbents may be asked to perform other duties as required.

 HOW TO APPLY:  Applicants must submit a completed DC2000 Employment Application, letter of interest discussing eligibility and qualifications, and resume.  The DC2000 Employment Application is available at http://www.dchr.dc.gov/ under “Forms and Applications” in the Information section.

 Applicants claiming Veterans Preference must submit official proof with application.

 All educational and experience requirements used to determine eligibility for this position must be officially verified at the time of appointment. No offer of employment will be deemed fulfilled without such verification(s).

WHERE TO APPLY:  Submit application materials to:      

HR Director

DC Retirement Board

900 7th Street NW, 2nd floor

 Washington, DC  20001

 

Or fax materials to: (202) 566-5000

Attention:  HR Director

Or e-mail materials to:   dcrb.vacancies@dc.gov


Massachusetts

Executive Director, Somerville, Massachusetts Retirement Board

The Somerville Retirement Board seeks an Executive Director. The Board has approximately 2500 members.  The Board operates a defined benefit program established by state law (Chapter 32) for employees of the city and housing authority. Profile and application materials available at www.umb.edu/cpm.  Salary anticipated in the $90 to $120K range, DOQ. Deadline May 15th.

Posted 5/1/2013


Connecticut

Deputy Chief Investment Officer, Connecticut Office of State Treasurer Pension Fund Management Division

One of the nation’s highest performing state investment agencies offers a rare opportunity for a strategic senior leader to join the Division as Deputy CIO responsible for the management of approximately $26 billion in assets. Reporting to the CIO, the Deputy CIO is responsible for staff and operations supervision, accounting and control, performance evaluation and risk management.

A bachelor’s degree and current track record of investment continuing education are required and a CFA is preferred. A minimum of 10 years of relevant investment experience, and a positive track record of investment performance, reengineering investment operations, and development and retention of investment staff are required.

The ideal candidate is a strategic senior investment leader that has a general understanding of global economic and capital markets, the principles of public fund investing, institutional investment operations in a public fund, and investment policy development. Broad institutional asset class knowledge or experience in both investment operations and investment management is preferred.

Compensation is designed to attract the best-qualified applicants from the national market. Relocation assistance and comprehensive benefits (e.g., health care, retirement) are also provided.

For further information, please contact Gary Hudepohl, Principal & Managing Director, or Debbie Roche, Principal, at info@hudepohl.com or 614-854-7300.

State of Connecticut is an Affirmative Action/Equal Employment Opportunity Employer.

Posted 4/24/2013


Arizona

Assistant Controller, Arizona State Retirement System

The Arizona State Retirement System, a $28 billion retirement fund, is seeking a proactive, collaborative individual to serve as its Assistant Controller.  This position will report directly to the Controller.  An individual in this position will have supervisory responsibilities and will have experience in the following functions:  general ledger maintenance, account reconciliations, accounts receivable, cash receipts, internal controls, governmental fund accounting, accounting research, and general financial reporting, including CAFR preparation. This position will assist the Controller in the day to day activities of the General Accounting Unit and make recommendations for process improvements. 

KNOWLEDGE, SKILLS, AND ABILITIES:

·         Seven to ten years of accounting experience, which includes three to five years as a supervisor

·         A comprehensive knowledge of generally accepted accounting principles, governmental fund accounting, financial statement preparation, accounting systems, and internal controls

·         Strong computer skills with emphasis on Excel and Access

·         Strong analytical and problem-solving skills and demonstrated ability to be flexible and to adapt quickly to change

·         Proven ability to handle multiple projects simultaneously and use good judgment in decision making and in prioritizing work

·         Ability to establish and maintain effective working relationships with subordinates, colleagues, and managers

·         Support the Agency’s PRIDE initiative

·         Familiarity with MUNIS financial management system is a plus. 

EDUCATION:

·         Bachelor’s degree in accounting or closely related field from an accredited college or university is highly preferred

·         The ideal candidate will have a CPA certification

BENEFITS:

Salary: $65,000 - $80,000 DOE

The State of Arizona offers a comprehensive benefits package, including medical, dental, vision, wellness, life insurance for employees and dependents, short and long-term disability, and flexible spending accounts.  Another benefit to working for the ASRS is the excellent retirement program provided to our employees.  Please visit http://www.hr.az.gov/Public_Applicant/PA_Total_Compensation.asp to learn more about benefits offered to our employees.

HOW TO APPLY

All applicants must apply online at www.azstatejobs.gov.  This position is open until filled. Direct link:

https://azstatejobs.azdoa.gov/ltmprod/xmlhttp/shorturl.do?key=BS

Arizona State Government is an AA/EOE/ADA Reasonable Accommodation Employer.

Posted 4/24/2013


Arizona

Fiscal Services Unit Manager, Arizona State Retirement System

The Financial Services Division of the Arizona State Retirement System is seeking a highly motivated proactive professional to fill the position of Fiscal Services Unit Manager in the area of Benefits Accounting Production Support. This area’s responsibilities include the final review of new retiree benefits, complex survivor benefits, all beneficiary payments, pension audits and adjustments, and final review of manually calculated processes.

Duties Include:

·         Manage a staff of 5 FTEs

·         Review and analyze work processes, make recommendations for improvement, and update procedures

·         Ensure compliance with applicable federal and state legislation; evaluate internal controls

·         Ensure processing deadlines are met

·         Resolve complex issues including recognizing when an issue must be brought to the attention of legal advisors, actuary, custodial bank, program manager, or assistant director

·         Develop and implement performance measures relating to accuracy, timeliness, and productivity

·         Support the agency’s IT plan, Strategic Goals and Objectives, and PRIDE Values

Knowledge, Skills and Abilities

·         Three to five years pension experience dealing with complex benefits payable issues (retirement, forfeitures, survivor benefits) and pension calculations

·         Three to five years supervisory experience

·         Superior analytic and interpretation skills

·         Advanced skill in personal computers and databases (Excel, relational databases)

·         Ability to train staff and to direct and review the work of others

·         Ability to navigate in and extract information from automated accounting systems

·         Ability to communicate effectively with all organizational levels and with the public

·         Ability to organize work processes and meet multiple deadlines with a high level of accuracy

·         Ability to use sound judgment in decision making

·         Ideal candidate will have bachelor’s degree in accounting, mathematics, business administration, or related field

 

Interested applicants must apply online at http://www.hr.az.gov/AZStateJobs/index.asp. AA/EOE.

Posted 4/24/2013


Maryland

Executive Director, Baltimore City Fire & Police Retirement System

The Baltimore City Fire and Police Employees' Retirement System (F&P) is the administrator of a defined benefit local government retirement plan covering all sworn-uniformed personnel of the Baltimore City Fire and Police Departments.  The F&P provides service retirement, deferred retirement option plan benefits, disability and death benefits for its members and eligible beneficiaries.  The F&P serves 10,800 members comprised of 6,200 retirees and beneficiaries, and 4,600 active members.  Benefit initiatives for newly hired fire and police officers include a hybrid retirement plan.  The Executive Director reports to an eleven member Board of Trustees.  The Board retains professional advisors including the system’s investment consultant and investment management firms that manage the system’s $2.3 billion diversified investment portfolio, the plans actuary, and financial statement auditor. 

The Executive Director serves as chief executive and manages day-to-day operations of the Fire & Police Retirement System (F&P) including the accounting, budget, actuarial, fiscal and investment activities.  Oversees an operating budget in excess of $4 million and thirty staff.  The Executive Director serves as Executive Secretary to the Board of Trustees and the Panel of Hearing Examiners and with the assistance of investment consultants, develops and makes recommendations to the Board of Trustees to change asset allocation.

Bachelor’s degree in accounting, finance, economics, or a related field from an accredited college or university and at least three years comparable experience in directing the activities of a retirement system required.  CPA, JD, CFA, MBA preferred.   Requires superior communication skills and knowledge of accounting and actuarial principles relating to management of public pension systems; investment asset classes and asset allocation; effective technology platforms/benefit calculation automation systems; and standards/regulations regarding pension fund assets and investments.  As a condition  of employment,  the  individual   must  be a  resident  and  registered  voter  of  Baltimore  City  at  the  time  of appointment or become so within 6 months of the date of appointment.

Qualified candidates should submit resume and letter of interest on or before May 1, 2013 to: Gans, Gans & Associates, 7445 Quail Meadow Road, Plant City, FL 33565, Phone: (813) 986-4441. E-mail: egbarefield@gansgans.com

Posted 4/10/2013


Wisconsin

Chief Finance Officer, Wisconsin Retirement System Department of Employee Trust Funds

The position serves as the CFO reporting directly to the Department’s Deputy Secretary and is a vital member of the senior leadership team. The CFO plans, organizes, directs and manages all financial operations including oversight of the financial operations and operating and biennial budgets for ETF and the WRS serving over 578,000 state and local government employees and retirees and over 1,500 employers.

Knowledge required: principles and practices of governmental accounting, auditing, and fiscal control; government accounting; GAAP, including pension accounting; oral and written communication skills; strong management and leadership. Preferable CPA certification. 

Salary: Up to $120,000 depending on qualifications

Initial review of application materials will be conducted by April 25, 2013.  Contact Dale Bartz, HR Specialist at 608-261-0738; dale.bartz@etf.wi.gov for application instructions or http://bit.ly/Wisconsin_Retirement_System_CFO

Posted 4/10/2013


Arizona

Retirement Program Administrator
City of Phoenix

The Retirement Program Administrator is responsible for managing and administering the City of Phoenix Retirement System (COPERS), which involves planning, organizing, directing, and staffing activities of the retirement system under general direction from the City of Phoenix Employees’ Retirement Board.  COPERS is a $1.8 billion pension plan with approximately 5,600 retirees and 8,300 active members.  Responsibilities of the Administrator include office management and budgeting for a staff of 12 professional and support employees; plan administration and interpretation; plan communications and counseling; financial reporting; governmental reporting and disclosure; actuarial analysis and funding; development of administrative policies and procedures; and negotiation of contracts through the RFP process for professional services.  Duties are performed in accordance with the provisions of the retirement plans as defined by City Charter and State Statutes using generally accepted practices requiring sound judgment, initiative and discretion.    

RECRUITMENT DATES

Recruitment may close when we have received a sufficient number of qualified applications. 

SALARY

$93,080 - $146,598 annually.  Appointment can be made above the minimum depending upon qualifications.

QUALIFICATIONS – Desired qualifications include:

  • Minimum of six years of experience in public or private retirement or benefit program administration
  • Three years of experience supervising professional-level staff;
  • A bachelor's degree in business administration, accounting, finance or related field;
  • Experience with financial and/or governmental reporting;
  • Experience supporting and making presentations to advisory boards or elected officials.

Only the highest qualified applicants will be posted to the eligible-for-hire list.

HOW TO APPLY

Apply online by completing the required information and attaching your cover letter and resume.  In your cover letter or resume, please describe your experience as it relates to the qualifications stated above.  YOUR COVER LETTER AND RESUME, PLUS ANY OTHER REQUESTED MATERIAL, MUST BE IN ONE ATTACHMENT. 

During the online application process, please be advised that you will need to provide responses to the following open-ended questions (the system allows copying/pasting into the answer fields):

·         List related job titles and employers of current/previous jobs.

·         Indicate the number and type of employees you have supervised on an ongoing basis.

·         In approximately 100 words or fewer, describe your experience with public or private retirement or benefit program administration including the number of plan participants.

·         In approximately 100 words or fewer, describe your experience with financial and/or governmental reporting.

·         In approximately 100 words or fewer, describe your experience supporting and making presentations to advisory boards or elected officials.

Only online applications are accepted for this position.  The results of the resume screening process will be sent to your primary email address.

WHAT YOU NEED TO KNOW

§  City of Phoenix residency is required within 24 months after the date of hire and must be maintained.

§  For other important information related to employment with the City of Phoenix, please visit: http://phoenix.gov/webcms/groups/internet/@inter/@dept/@hr/documents/web_content/info.pdf

§  If you need assistance applying for this job, please contact our HR Center at (602) 262-6277.

REFERENCE

Retirement Program Administrator, Grade 906, Job Code 05530, ID 8372, March 2013, KP, Benefits Code:  Executive

City of Phoenix employees demonstrate superior seamless customer service, integrity, and commitment to innovation, efficiency, and fiscally responsible activity.

Posted 3/27/2013


Hawaii

Investment Specialist

Location: Honolulu, Hawaii

Salary Range: $51,312 to $75,960 per year  SR-24, Steps C to M

Duties Summary

Assist the Chief Investment Officer (CIO) in facilitating the prudent management of the State Employees’ Retirement System’s investment portfolio.  Positions independently perform highly complex professional work in conducting the various investment related functions of the Investment Office, including daily monitoring of contracted investment managers, and management of securities lending and commission recapture programs; implementation of asset allocation decisions; and the conduct of special studies and projects as assigned by the CIO.

The work activities involve considerable research and analysis utilizing a variety of financial and economic information sources and resource materials (e.g. web based news service providers), and consideration of various factors, conditions (e.g. national and international investment markets, financial and economic events), and data to prepare reports that present viable options and recommended actions.  Positions are expected to continually assess any possible situation that may impact the ERS’ investment portfolio, anticipate potential outcomes, and take appropriate action; and perform other related duties as assigned.

Minimum Qualification Requirements

Education:  A bachelor’s degree from an accredited four-year college or university with at least twelve (12) semester credit hours in accounting, finance and economics.  These credits must have included at least one course each in accounting, finance and economics.

Experience:  Three and one-half (3 ½) years of professional work experience in the investment and securities field.

Please visit http://agency.governmentjobs.com/hawaii/default.cfm to apply and submit application. The recruitment will remain open until filled.

Posted 3/13/2013


Illinois

Executive Director

Laborers' and Retirement Board Employees' Annuity and Benefit Fund of Chicago

The Laborers’ and Retirement Board Employees’ Annuity and Benefit Fund of Chicago (LABF) was established in 1935 by the Illinois legislature.  LABF, which covers individuals who are employed by the City of Chicago in positions classified as “labor services”, has over 8,000 members and funds of over $1.3 billion under management. LABF is one of four public funds provided for City employees. The investment policies of LABF are governed by State statutes, and funds are managed through external investment managers.

The Executive Director serves as the chief executive officer of LABF, reporting to an 8-member board of trustees and overseeing a staff of over 20 employees. 

 Education and Experience

  • BA required; advanced degree preferred

  • Significant leadership experience – along with solid people and budget management experience – in public pension system, financial services organization or government agency

  • Institutional investment knowledge and understanding – including experience actively working with and managing an investment consultant, as well as experience recommending investment ideas and investment managers

  • Understanding of actuarial concepts and ability to work with an external actuarial consultant

  • Experience managing external relationships, including serving as a spokesperson

  • Experience working with/reporting to a board preferred

 For More Information / To Apply

For more information, or to apply, contact:
Elena McCall

Assistant Vice President
EFL ASSOCIATES

720-200-7021

emccall@eflassociates.com

 

Posted 2/19/13


South Carolina

Director of Risk and Asset Allocation

 

The South Carolina Retirement System Investment Commission (RSIC) manages over $25 billion, diversified across capitalization, style, strategy, geography, and liquidity.  The RSIC implements the investment plan through external and internal managers, co-investments, and an overlay strategy.

 

The Director of Risk and Asset Allocation is responsible for development and implementation of a comprehensive investment risk management program across all asset classes, including the creation and documentation of processes for assessing, identifying, monitoring and controlling investment risks within the parameters established by RSIC’s Investment Policies and applicable statutes. Will work under the general direction of the Deputy Chief Investment Officer (DCIO), and within the guidelines established by the Investment Commission’s approved Investment Policies and Annual Investment Plan.

 

The job duties entail developing policies, risk measurement, analysis, reporting, and recommending exposures related to the Plan’s asset/risk allocations and manager allocations. These risks include, but are not limited to market risk, benchmark, concentration, leverage, counterparty and liquidity risk.

 

Policies and Oversight

Create and document processes and policies for assessing, identifying, monitoring and controlling investment risks and portfolio compliance.  Communicate risk exposures to DCIO and Investment Directors regularly to ensure proper risk controls and measurements within and across asset classes.

 

Asset and Risk Management

Participate as a Senior member of the Investment Committee and Asset Allocation Committee.  Closely follow worldwide economic developments and market trends, preparing recommendations for asset/risk allocation rebalancing decisions.  Perform analysis with respect to diversification, portfolio management, and cash flow requirements.

 

Assists the DCIO in the formation of strategic and tactical asset allocation related to the RSIC’s overall investment process, modeling portfolio risks, liquidity, asset/liability impacts, and preparation of related reports and presentations.

 

Contribute to the implementation of the overlay program.  Evaluate risk impacts from prospective tactical shifts to asset allocation strategy through the use of cash securities, futures, options, etc. as approved by the Internal Investment Committee.  Develop programs to mitigate unintended risk exposures where appropriate.

 

Reporting

Maintain and report on risk management oversight of asset classes and strategies.  Monitor and assist in measuring and reporting the performance of internal and externally-advised portfolios especially as pertains to risk-adjusted decomposition of returns. Analyze and decompose the risks of the fund into relevant factors and sources such as sensitivity analysis, stress testing, scenario analysis, value at risk, and risk budgeting.

 

Prepare and present investment risk management reports as needed for investment decision-making and to ensure that the DCIO, CIO, Investment Commission and other interested parties are informed of risk management operations and activities.

 

Qualifications

Candidates who do not meet the preferred qualifications will be considered.  In the event a candidate is selected that does not meet Director level qualifications, the candidate may be considered for Senior Officer. 

 

Required Minimum Qualifications

1.    Bachelor’s degree or higher in business, finance, economics, mathematics, physics, engineering or similar quantitatively oriented discipline.

2.    Five years of investment experience with experience deploying risk management and/or tactical allocation programs. Demonstrated experience with implementation and integration of sophisticated risk systems such as APT, Barra, etc.

3.    Current participation in Chartered Financial Analyst (CFA) program or CFA designation or Financial Risk Manager (FRM).

4.    Experience in an institutional investment environment; in making oral presentations to groups as part of regular duties; in Microsoft Office Products, Bloomberg and other investment and risk tools.

 

Preferred Qualifications 

1.    Master’s degree or higher in business, finance, economics, mathematics, physics, engineering or similar quantitatively oriented discipline.

2.    Designation as a CFA.

3.    Previous experience with a public pension fund.

 

Compensation

Salary: $80,000 to $150,000 plus potential for performance incentive compensation

 

Posting Date: 1/23/2013

Closing Date: 2/22/2013

 

Please apply online at http://www.jobs.sc.gov


New York

Investment Officer

 

The New York State Teachers’ Retirement System (NYSTRS) is a self-sustaining public corporation, responsible for administering the fund from which all public school teachers, outside of New York City, will receive their retirement allowance. Operating under the supervision of the NYS Insurance Department, NYSTRS is staffed by about 380 employees who work under the direction of a 10 member Board of Directors. NYSTRS is not part of the Executive Branch of the State and, therefore, does not come under the State Budget. However, the majority of our positions are classified by the New York State Civil Service Department, thereby requiring appointments to be made in accordance with the Civil Service Law and providing NYSTRS employees the ability to transfer to State Agencies and to take State promotional exams.

 

Summary of Duties

Under the direction of the Manager of External Public Equities, the Investment Officer 3 (EPE) will be instrumental in conducting searches for public equity managers to invest a portion of NYSTRS' assets in domestic equity and international equity markets. Duties will include screening public equity manager databases for potential candidates, conducting qualitative and quantitative analysis of strategies, conducting manager interviews, documenting analysis and recommendations, monitoring managers in NYSTRS' line-up and general oversight of NYSTRS' externally managed public equity investments.  This position may require up to 20% travel.

 

 Minimum Qualifications

Bachelor's Degree and six (6) years of professional full-time experience managing public market equity investments which includes selecting and oversight of externally-managed portfolios and/or direct portfolio management.  An advanced degree in finance, accounting, business administration, economics, engineering, statistics, computer science or related fields of study substitutes for one (1) year of professional work experience.  Holding a Chartered Financial Analyst designation substitutes for one (1) year of professional work experience, or holding a Certificate in Investment Performance Management substitutes for six (6) months of professional work experience.

 

Preferred Skills/Expertise 

Advanced degree in finance, accounting, business administration, economics, engineering, statistics, computer science or related field as well as a bachelor's degree in these or related fields.  Chartered Financial Analyst designation or willingness to pursue the designation.  Certificate in Investment Performance Management designation.  Eight years of professional level investment experience with six years of practical experience as part of a selection and monitoring team in the public equity space across a wide variety of strategies including domestic and international investments, fundamental and quantitatively driven strategies, value and growth strategies and across market capitalization.  Four or more years of experience presenting recommendations to a search committee, investment committee or similar oversight group.  Strong written and oral communication skills, strong analytical ability and supervisory experience. 

 

About Us 

Founded in 1921, the New York State Teachers' Retirement System is a self-sustaining public corporation, responsible for administering the fund from which all public school teachers, outside of New York City, receive their retirement allowance. A ten member Board oversees the activities of the System.  Our staff manages a multi-billion dollar investment portfolio and services over 400,000 active and retired members.  We are located in Albany, New York.

 

 Our Vision

To be the model for pension fund excellence and exceptional customer service.

 

 How to Apply

To be considered for this position, mail a completed employment application located at http://www.nystrs.org/main/forms/PER-1.pdf to: NYSTRS/HR, 10 Corporate Woods Drive, Albany, NY 12211

 

Please note that although you may include a resume with your application, you must still fill out the application completely. A resume will not be accepted as a substitute, in whole or part, for a completed application.

 

Inquiries regarding vacancy postings, minimum qualifications, or application procedures may be made by e-mail to strsrecruitment@nystrs.state.ny.us.  You can reach us by phone at (518) 447-2906.

 

Our Commitment to Diversity

NYSTRS is committed to fostering an inclusive environment where diversity is valued and recognized as a source of strength and enrichment.  We seek to attract talented people from a diverse range of backgrounds and cultures.

 

NYSTRS is an equal opportunity employer.

 

Posted 1/15/13


California

Private Markets Consultant
Strategic Investment Solutions

Position Description

The Private Markets Consultant will work directly with a small number of institutional clients to provide advice and expertise on private market investments, including strategic planning, investment policy development and implementation, and to present investment recommendations. The Consultant will work closely with our dedicated team of private markets professionals to help source, evaluate, and monitor attractive private market investments, and assist with new business development. Regular travel to meet with clients, investment managers, and other industry professionals is required.

Position Responsibilities

  • Consult to institutional investors at the staff and board levels to help develop their private markets investment programs:
  • Develop the strategic plan and investment policy guidelines
  • Build detailed investment pacing and cash flow models
  • Identify attractive private markets investments
  • Conduct rigorous due diligence on private markets investments
  • Negotiate terms and conditions with prospective managers on behalf of SIS’s clients
  • Assist with monitoring private markets investments, including annual meeting attendance
  • Work collaboratively with SIS’s private markets consultants and analysts and the firm’s other investment professionals
  • Contribute to SIS’s research efforts
  • Help lead new business development efforts and speak at industry conferences
     

Position Requirements and Minimum Qualifications

  • Minimum of five years of relevant experience as a private markets investor or advisor to institutional investors, including sourcing and evaluating private markets investments and reviewing and negotiating partnership terms and conditions
  • Bachelor’s degree in economics, finance, or related area required; MBA preferred
  • CFA/CAIA preferred
  • Experience in working with sophisticated institutional investors
  • Strong work ethic and willingness and ability to meet tight deadlines if needed
  • Effective verbal and written communications skills
  • High attention to detail, organization skills, and ability to multi-task are critical for success
  • Proficiency in Microsoft Office tools (Word, PowerPoint, Excel); private markets performance databases (such as Private i, PrivateEdge, etc.) and private markets analytical databases (such as Prequin, Venture Economics, etc.) required
  • A writing sample will be required of all candidates
     

Please email resume with cover letter, writing sample, and salary requirements to: staff@sis-sf.com. No phone calls please.

Posted 1/4/13


North Dakota

Chief Investment Officer and Executive Director
North Dakota Retirement & Investment Office

The State of North Dakota Retirement & Investment Office (RIO) is looking to hire a Chief Investment Officer & Executive Director, to be located in Bismarck, ND. The CIO/Executive Director is appointed by and serves at the pleasure of the State Investment Board (SIB) and is responsible for the planning, supervision and direction of RIO operations in accordance with all applicable governing statutes and Board governance policies. Key areas of responsibility include Investment Administration/Policy, Pension Administration, Office Administration.

The North Dakota Retirement & Investment Office coordinates the activities of the SIB and the Teachers’ Fund for Retirement (TFFR) as stipulated by state statute. RIO fulfills the mission of the SIB to provide cost-effective investment service to its constituents, consistent with their respective investment policies and guided by the premises of the Prudent Investor Rule. In addition, the RIO administers the management and disbursement of retirement benefits to TFFR members.

The ideal candidate will have substantial progressively responsible work experience in investment related duties at a public pension fund, foundation, endowment, trust, investment consulting firm, bank, insurance company, or similar entity, including combined management / executive management experience. Candidates must possess strong ethical values and a high degree of professional integrity, as well as the ability to establish and maintain positive working relationships with a variety of constituents. An advanced degree is preferred, and a CFA designation is strongly preferred.

Salary: $180,000 to $220,000 per year, plus benefits including paid family health insurance, life insurance, and retirement plan.

For more information about RIO, visit http://www.nd.gov/rio.

Applicants must submit a resume and cover letter no later than January 31, 2013 to:

Becky Sicble, Human Resource Officer

ND Human Resource Management Services

600 E. Boulevard Ave., Dept. 113

Bismarck ND 58505-0120

Fax: 701-328-1475

Email: blsicble@nd.gov

For more information or accommodation or assistance in the application or interview process, please contact Becky Sicble at 701-328-3299. Veteran’s preference does not apply to this position.

Equal Opportunity Employer - The State of North Dakota and this hiring agency do not discriminate on the basis of race, color, national origin, sex, genetics, religion, age, or disability in employment or the provision of services, and complies with the provisions of the North Dakota Human Rights Act.

As an employer, the State of North Dakota prohibits smoking in all places of state employment.

Posted 12/18/12


Connecticut

Chairman
Governmental Accounting Standards Board

Norwalk, CT  The Financial Accounting Foundation (FAF) is seeking a highly qualified individual to lead the GASB’s efforts to develop high-quality standards of accounting and financial reporting for state and local governments that result in decision-useful information for investors and other users of financial statements. The position is full-time and is based in Norwalk, Connecticut. The Chairman will serve one term of up to seven years. GASB is responsible for establishing standards of accounting and financial reporting for state and local governments that result in decision-useful information for investors and other users of financial information. This is a senior and prestigious appointment, demanding not only a high degree of technical accounting expertise but also a high level of understanding of the state and local government environment.  It is expected that candidates will have experience with the national scope of state and local government finance and accounting issues at a senior level;  extensive and current technical understanding of governmental accounting, with a CPA viewed as a strong asset; experience working with senior-level professionals and interacting and influencing at the Board level;  and demonstrated thought leadership and intellectual engagement.   Candidates must have experience presenting and speaking in front of large audiences of different constituencies, experience or strong interest in standard setting or public policy and experience managing professionals and attracting and retaining top talent.

The successful candidate will be an inspiring and pragmatic leader who will command respect and help lead organizational change in a consensus-driven organization by considering varied viewpoints, weighing the evidence presented in an impartial fashion, and reaching well-reasoned and supportable decisions in a timely fashion and by putting the broader objectives of the GASB above individual philosophies and interests.  The successful candidate will also be  hands-on and engaged, proactively working with colleagues by maintaining open lines of communication, influencing and shaping agendas to achieve successful outcomes.  Full recruitment brochure is available at VoorheesAssociates.com.  The salary for this position is highly competitive. Apply at once but not later than December 24, 2012 to Heidi Voorhees, President at www.VoorheesAssociates.com/current-positions. E-mail:  HVoorhees@VAResume.com  Tel:  847-580-4246.

Posted 12/11/12


Virginia

DEFINED CONTRIBUTION PLANS ADMINISTRATOR
Virgina Retirement System

VRS is seeking an individual to administer the defined contribution plan products, while ensuring product administration supports achievement of the agency’s mission, values and strategic business objectives. The Defined Contribution Plans Department currently administers six defined contribution plans: the Commonwealth of Virginia Deferred Compensation Plan, Virginia Cash Match Plan, Virginia Supplemental Retirement Plan, Optional Retirement Plan for Higher Education (ORPHE), the Optional Retirement Plan Political Appointees(ORPPA) and the Optional Retirement Plan for School Superintendents (ORPSS). Effective January 1, 2014, the department also will administer the defined contribution portion of the new hybrid plan passed by the 2012 General Assembly.

Responsibilities include: serving as key resource and leader in the implementation of the new hybrid plan; leading and managing a team dedicated to the administration of the defined contribution plans; ensuring plans are in compliance with federal and state laws and regulations, as well as board and administrative policies and procedures; coordinating required changes to state Code and internal policies; coordinating impact analyses and planning for proposed legislation; managing the implementation of changes required by new legislation impacting the plans and working across departments to ensure successful implementation. Additionally, the successful candidate will partner with the defined benefit plan staff to coordinate and provide appropriate hybrid plan communications and training for internal staff, employers and members and present information as required to the Board and DC Plans Advisory Committee.

Qualifications include:

Knowledge: demonstrated experience with managing a large program using best practices, and including administering a large budget and successful personnel management; experience with defined contribution pension programs and employee benefits in a public setting preferred; ability to plan, prioritize, implement and evaluate programs on a large scale; resolve complex problems; considerable experience with customer service delivery, analysis and research; defined contribution program responsibility and financial planning.

Skills: excellent verbal and written communication skills, including, the preparation and delivery of presentations to agency executives and external groups; the ability to effectively communicate with individuals at all levels of an organization; experience in establishing and maintaining working relationships with peers, senior management, and employers; successful oversight of vendor/partners responsible for delivering products and services in a timely manner; demonstrated leadership skills; experience in developing reports and financial analysis; and proven project planning skills.

Abilities: Interpretation and application of administrative, legal and regulatory guidelines; plan, implement and manage complex programs; identify problems; conduct analysis of complex information and implement solutions resulting from the analysis; use independent judgment and make decisions; set goals and monitor results.

Proficiency with MS Office Products and knowledge of large databases. Bachelor’s degree that has included courses in business, analysis, statistics or insurance or equivalent combination of education and experience. CEBS or comparable certification is desirable. CAPPP, CRC and/or CRA are also desirable.

Salary Range: $75,398 - $132,701

Application
Please go to the Employment section on the VRS website at www.varetire.org and click on the Commonwealth of Virginia Job Site link to view and apply for open positions at the VRS.

posted 10/01/2012


New York

PROXY VOTING ANALYST
New York State Office of the State Comptroller

The New York State Office of the State Comptroller is seeking an individual to work in the Corporate Governance Bureau of the State’s Common Retirement Fund, which is currently valued at approximately $145 billion. The person hired will be responsible for: voting the Fund’s domestic proxies in compliance with voting guidelines; conducting company-specific and issue-based research; and preparing a variety of analyses and reports.

Applicants must possess a Bachelor’s Degree and two years of corporate governance experience in the public or private sector.

To apply, email your cover letter, resume and salary requirements to recruit@osc.state.ny.us, (type Proxy Voting Analyst in the subject line). Resume must be received by Friday, October 12, 2012.

The New York State Office of the State Comptroller is an Affirmative Action/Equal Opportunity Employer.

posted 10/01/2012


California

RETIREMENT INVESTMENT OFFICER

City of San Jose

Salary DOQ. With nearly one million people, San José is the tenth largest city in the nation. Known as the “Capital of Silicon Valley,” it is located between the beautiful Diablo and Santa Cruz mountain ranges and offers an unsurpassed quality of life. The City of San José Department of Retirement Services (SJDRS) provides participants with retirement, death, disability, and cost-of-living benefits and is currently serving approximately 10,600 retired and survivor participants. The Federated City Employees’ Retirement System currently holds assets valued at $1.8 billion and the assets of the Police and Fire Retirement Plan are currently valued at $2.8 billion. The Federated boards each have seven trustees and the Police and Fire boards have nine. The Retirement Investment Officer is responsible for the management of pension assets and the measurement of pension liabilities of the San Jose Federated City Employees’ Retirement System and Police and Fire Department Retirement Plan. Requires a Bachelor’s degree from an accredited college or university in finance, financial engineering, mathematics, economics, actuarial science or a related field and five years of related work experience in a defined benefit retirement fund, investment consulting, investment management or pension consulting (CFA, CAIA, CERA, FSA or ASA is highly desirable). Please apply online immediately at www.alliancerc.com or via email at info@alliancerc.com. Resume review will begin September 14, 2012. For more information, contact Syldy Tom or Sherrill Uyeda at (562) 901-0769 or email info@allianceRC.com. EEO/ADA. 

Posted 08/15/12


Hawaii

CHIEF INVESTMENT OFFICER
ERS of Hawaii

Seeking Chief Investment Officer for the Employees' Retirement System of the State of Hawaii. This leadership role will provide strategic planning, effective execution and compliance with investment and other policies, federal and state laws and regulations and management of investment operations. Minimum 10 years of recent full-time experience in investment management and expertise with broad asset class exposure. Required degree in finance, economics, business or related field. Advanced degree, CFA and experience with public pension systems preferred. Contact: Kathy Inkinen, Inkinen & Associates, kinkinen@inkinen.com.

posted 8/10/12


California

CHIEF INVESTMENT OFFICER/ASSISTANT DIRECTOR
City of San José Department of Retirement Services

Salary DOQ. With nearly one million people, San José is the tenth largest city in the nation and the third largest in California and is home to the largest concentration of technology expertise in the world. The City of San José Department of Retirement Services (SJDRS) provides participants with retirement, death, disability, and cost-of-living benefits and is currently serving approximately 10,600 retired and survivor participants. The Federated City Employees’ Retirement System currently holds assets valued at $1.8 billion and the assets of the Police and Fire Retirement Plan are currently valued at $2.8 billion. The Federated boards each have 7 trustees and the Police and Fire boards have 9. Reporting to the Director of the SJDRS, the Assistant Director serves as the Chief Investment Officer (CIO) and will lead a staff totaling 9 people in developing and implementing SJDRS’ overall investment strategy, including the fund’s asset allocation, investment policy, and program direction. Requires a bachelor’s in business administration, economics, finance or related field (MBA or CFA preferred) and 7 years experience in multiple asset class investment portfolio management and/or manager evaluation with a pension plan, endowment, or related financial institution. Please apply online at www.alliancerc.com or via email at info@alliancerc.com immediately as resume review will begin August 12, 2012 with expected final interview dates in early September 2012. For more information, contact Syldy Tom or Sherrill Uyeda at (562) 901-0769 or email info@allianceRC.com. EEO/ADA.

posted 7/30/12


District of Columbia

DIRECTOR, STATE'S PUBLIC SECTOR RETIREMENT SYSTEMS
Pew Center on the States

The Pew Center on the States (PCS), an internal operating division of The Pew Charitable Trusts (PCT), identifies and advances effective policy approaches to critical issues facing states. It researches emerging topics, develops 50-state comparisons, and highlights innovative approaches among states to complex problems. When the facts are clear, PCS advocates for nonpartisan, pragmatic solutions. 

PCS operates major initiatives in children’s dental health, intensive home visiting/parent mentoring for at-risk families, sentencing and corrections, cost-benefit analysis and election reform. PCS makes use of the basic tools required to help states explore and advance effective policies, regardless of the issue: credible, timely, and user-friendly research; assessments of public support for change; strategic outreach and dissemination to ensure that good information is widely communicated to state decision-makers, media, influential stakeholders, and the public; the capacity to bring together diverse perspectives and find common ground; and the ability to identify approaches that have proven successful elsewhere.

PCS staff  have expertise in research, communications, and coalition building; those engaged in issue-specific projects have deep substantive expertise.

In the last several years, PCS’ research on the enormous bill coming due for public sector retirement benefits has helped drive the issue to the top of states’ policy agendas. More than 40 states have made modest reforms aimed at better managing the ballooning costs of pensions and retiree health care for their employees, but a growing number of policy makers want to explore comprehensive changes.

Given the high stakes for states’ budgets and workers, policy makers need trusted information and guidance to help them consider possible options, understand what is known about each, then make decisions based on the best available information, tailored to meet the needs of both government and employees. This project will work with states to examine their challenges and help policy makers consider implementing data-driven policies that result in affordable and fiscally sustainable retirement systems while maintaining states’ ability to recruit and retain skilled workers. 

Specifically, the project will:

  • Provide highly credible, independent, and nonpartisan research, including 50-state reports, to help answer critical questions about which policy actions are most cost effective and aid lawmakers in understanding workers’ preferences;
  • Provide selected states with customized technical assistance informed by tailored research;
  • Engage influential stakeholders to build the support necessary to enact reform.

The Project Director, working with PCS’ senior leadership, will implement and direct the initiative, including overseeing the research agenda, participating in the identification of states that seek the project’s assistance, developing and implementing technical assistance plans and related strategies to inform and advance state reforms, and collaborating in fundraising for the project. The expected project team will consist of the project director, one research manager, one campaign manager, one communications manager, five senior associates, two associates, and one administrative assistant. The initiative will be supported by PCS and PCT teams of communication specialists, research staff, journalists, policy analysts, and campaign strategists. This position, based in Pew’s Washington, D.C. office, will report to the Deputy Director, Pew Center on the States, and will be hired for an initial period through September 30, 2014, with the possibility of renewal, depending on the project's progress, ability to raise funds, and board deliberations.

 

Responsibilities

  • Partner with Human Resources to recruit and hire project staff with a wide range of research, analysis, and technical assistance responsibilities. Manage staff and the participation of Pew staff and consultants beyond the core team;
  • Develop and manage contracts with wide array of consultants contributing to the success of the initiative;
  • Supervise the production of major research reports, including but not limited to 50-state assessments;
  • Oversee process to select and work in states to help lawmakers diagnose the specific challenges of their retirement benefit systems, assess the impact of different policy options, and identify those that could help ensure their systems are affordable and sustainable going forward;
  • Establish relationships with decision-makers in states that seek the project’s assistance in considering their policy options; 
  • Guide the assessment, development, and execution of technical assistance in those states; 
  • Develop and manage partner contracts related to state assistance;
  • Develop innovative tools and strategies to share information among states;
  • Manage project budget and timeline, and adjust workplans as necessary to complete deliverables on time and within budget;
  • Collaborate closely with other divisions within PCS and Pew;
  • Work closely with communications staff to design and implement effective dissemination techniques, including written products, online communications strategies, and high-level convenings.
  • Develop and maintain strong, productive relationships with outside parties, including state officials, policy researchers, national membership associations for state lawmakers, and other key stakeholders interested and involved in this issue;
  • Assist with identifying, securing and collaborating with operating and funding partners to support the project’s work.
  • Ensure strict compliance with all federal, state and local lobbying and ethics laws;
  • Represent the project at national and state convenings and in media interviews.

Requirements

  • Bachelors degree required. Advanced degree or relevant professional experience in  economics, public policy, public administration, or a related discipline required;
  • 10+ years of relevant professional experience required;
  • Extensive knowledge of public sector retirement benefits, including issues, models, experts, and key players in the field; 
  • Solid knowledge of state or federal policymaking. Experience working with state leaders and associations;
  • Substantial background conducting and managing complex projects aimed at informing and advancing effective public policy. Ability to manage multiple outside consultants;
  • Excellent written and oral communications skills, including an ability to synthesize and summarize research findings and recommendations. Ability to think strategically about how to communicate results to gain policy maker attention. Experience convening and leading public events;
  • Strong entrepreneurial skills, including developing and building successful initiatives in the business or policy arenas;
  • Experience with fundraising helpful but not essential;
  • Proven ability to develop productive and collaborative relationships both internally and externally;
  • Sound management skills and demonstrated ability to build and lead a team;
  • Ability to think strategically and creatively, juggle multiple priorities, adjust to changing circumstances, organize time efficiently and remain attentive to details.

Travel
It is anticipated that the director will undertake a significant amount of travel, including visits to participating states and national conferences. 

posted 4/23/12