The Assistant Investment Officer will serve as operational support to the ED/CIO and other investment staff to ensure efficient investment operations. The Assistant Investment Officer will also have the following specific responsibilities, which shall include, but not be limited to:
1. Work with the Senior Investment Staff and continuously review and monitor ISBI’s investment portfolio, including producing written summaries for any manager meetings and calls.
2. Assist Senior Investment Staff to measure, monitor and manage investment risks across the entire investment program.
3. Assist in assembling Board and Committee meeting agendas and materials as well as items for the ED/CIO and other government entities.
4. Stay abreast of current economic and investment related events and identify possible implications. Present research and findings to ED/CIO and Investment Staff.
5. Assist Senior Investment Staff in monitoring and performing operationally focused tasks including any investment related reporting requirements. Identify and improve any investment-related operational inefficiencies.
6. Responsible for compiling data for various investment-related reporting requirements including requests under the Freedom of Information Act.
7. Assist in the preparation of certain investment staff documents and presentations including request for proposals.
8. Review the Board’s Investment Policy quarterly (at a minimum) and report any pertinent information to the ED/CIO.
9. Participate in searches and vetting process for prospective investments.
10. Assist Portfolio Operations Analyst in the organization and maintenance of the Board’s online investment management storage system and other investment related databases.
11. Assist investment staff with generating reports related to ISBI’s Diversity Policy. Responsible for generating new ideas and initiatives as they relate to diversity, consistent with the Board’s Policies.
12. Assist the ED/CIO, Senior Investment Officer and the Investment Officer with monitoring of transition management and the securities lending program.
13. Obtain knowledge about the role and functions of more senior investment staff for purposes of planned and unplanned succession.
14. Perform other duties as required or assigned.
• Bachelor’s degree required, preferably with courses in finance or business administration.