SUMMARY DESCRIPTION OF CLASSIFICATION:
Under direction of the director of investments and Senior Manager, Investments, the analyst helps to coordinate the investment activities for equity portfolio of the Montgomery County Public Schools (MCPS) Retirement System Trust (pension). The analyst also helps to oversee investment menu for the MCPS defined contribution plans. The analyst will be a key member of the team and interact with a diverse range of internal and external contacts, including investment managers, consultants, financial advisors, actuaries, and attorneys. PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires periodic night and weekend work to meet deadlines. Occasional travel to attend meetings with investment managers.SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Position requires periodic night and weekend work to meet deadlines. Occasional travel to attend meetings with investment managers.

SUMMARY DESCRIPTION OF CLASSIFICATION:
Under direction of the director of investments and Senior Manager, Investments, the analyst helps to coordinate the investment activities for equity portfolio of the Montgomery County Public Schools (MCPS) Retirement System Trust (pension). The analyst also helps to oversee investment menu for the MCPS defined contribution plans. The analyst will be a key member of the team and interact with a diverse range of internal and external contacts, including investment managers, consultants, financial advisors, actuaries, and attorneys. PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires periodic night and weekend work to meet deadlines. Occasional travel to attend meetings with investment managers.SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Position requires periodic night and weekend work to meet deadlines. Occasional travel to attend meetings with investment managers.

KNOWLEDGE, SKILLS, AND ABILITIES:
A strong working knowledge of capital markets, investment theory, and portfolio strategy. Ability to evaluate and oversee external service providers including investment managers, custodian, and investment consultants. Demonstrated ability to analyze and interpret complex investment data and reports and to effectively communicate complex technical financial information and concepts both orally and in writing. Ability to work independently and manage time effectively. Ability to multi-task and prioritize among time-sensitive tasks. Highly skilled using investment analysis software and Excel. Strong numeric skills. Intellectual curiosity and continual self-development. Ability to acquire knowledge of and meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).

EDUCATION, TRAINING, AND EXPERIENCE:
Bachelor?s degree from an accredited college or university. Master's or CFA preferred. Major in economics, finance or related field preferred. Minimum three to five years of professional experience demonstrating advanced knowledge and competence in asset allocation, public/private equity manager selection, asset management, investment banking or investment consulting.CERTIFICATE AND LICENSE REQUIREMENTS: None