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Air Force Services Agency seeks an experienced investment professional to support NAF operating portfolios, cash flow forecasting, and fixed income management. The role involves preparing and presenting reports, performing reconciliations, and ensuring data integrity for audits.
The successful candidate will analyze market trends, compile variance analyses, and back up trade recording in investment software while collaborating with the Branch Chief and Investment Officer.
This position is within the NAF Portfolio & Working Capital Branch team under the direction of the Branch Chief. The team supports Non appropriated Funds (NAF) invested in operating capital portfolios, defined benefit plan, and defined contribution plan. The investment team adheres to Department of War (DOW) Directives, Air Force Policy, internal policies, commercial best practices and procedures to manage a diversified portfolio of cash and fixed income products, forecast cash flow, reconcile accounts, and generate reports to ensure accuracy of investment program balances. Providing technical assistance in preparing and maintaining reports with periodic variance analyses for Branch and stakeholders is a key duty. Ensures continued and timely processing of sensitive data, required information and data will be provided to Cash Operations & Integration Branch. Performs monthly investment reconciliation, and research to resolve variances in relation to general ledger and subsidiary accounts when warranted. Performs ongoing collection and interpretation of research data on varying company financial statements, price developments, foreign exchange volatility and fixed income yield trends. Deviations or challenges encountered are brought to the Branch Chief and Investment Officer. Prepares investment presentations and reports for various internal NAF meetings to include Investment Subcommittee, Finance Committee, AF Fisher House Fund Board, and recurring Trustee updates. Examines economic trends and (potential) impact on NAF investment portfolios. Monitors and manages up-to-date information about the economy and financial markets. Conducts investment reviews, asset allocations, and new account reviews for accounts in both NAF Plan Trusts. Presents research analyses with interpretation and recommendations to the Branch Chief on a recurring basis. Produces and maintains key reports, data, and records throughout the year essential in meeting annual audit and internal control requirements to include compliance with DoDI 1015.15. Adheres to file maintenance requirements and disposition of security records IAW applicable regulations. Serves as backup in performing duties related to recording trades in the investment software. Performs other duties as assigned or directed by supervisor.
Conditions of employment
Who May Apply: Open to everyone. Applicants will be categorized by preference(s) and/or priority consideration eligibilities. An applicant's eligibility will be determined based on eligibility claimed in the questionnaire and proof of eligibility MUST be provided with application by the closing date,
09/28/2026
Business Based Action, Outside Applicant Veteran, Spouse/Widow/Parent of Veteran, and Transition Hiring Preference
In order to qualify, you must meet the experience requirements described below. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if the position allows for qualifying based on education, your transcripts will be required as part of your application.
Requires extensive experience, such as what could be gained through a bachelor's degree from an accredited college/university in business/finance/accounting or five (5) years of professional practical experience. Experience with investments and investment asset classes. Experience with Microsoft Office applications sufficient to prepare spreadsheets, correspondence, reports, and presentations with speed and accuracy.
Experience with treasury management systems is preferred.
Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas:
All other applicants will be referred as needed and requested by the selecting official(s).
(Format example: Employer name, position title, beginning and ending dates of employment, with summary of duties, etc.)
Some federal jobs allow you to substitute your education for the required experience in order to qualify. This position does not allow for education substitution.
Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying.
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.