Investment Officer - Private Markets & Portfolio Strategy

CFA Institute; Cincinnati (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

City of Cincinnati Retirement System seeks a Senior Management Analyst to assist the Executive Director/CIO in managing portfolios, performing due diligence on managers, and coordinating communications with investment partners. The role supports the CRS team and Retirement Director, emphasizing data analysis, financial modeling, and investment evaluation.

Open to candidates with strong knowledge of private markets, cash management, and modern portfolio theory.

Qualifications

• Bachelor's degree in Finance, Business Administration, or Accounting.
• Master's degree in finance, accounting, or business administration is preferred.
• CFA designation or CAIA is preferred.
• Experience in private markets and investment due diligence is valued.

Responsibilities

• Manage investment research and due diligence for multiple managers and service providers.
• Support CRS CIO and team in portfolio management across asset classes.
• Prepare materials for board reviews and investment committee discussions.
• Coordinate with consultants, legal advisors, and external managers.
• Analyze portfolio diversification by geography, sector, and investment style.

Skills

Investment principles

Investment strategies

Communication skills

External relations

Org & mgmt practices

Teamwork

English grammar

Computer software

Laws governing pension funds

Quantitative & qualitative analysis

Cash position analysis

Private markets & due diligence

Portfolio theory & analytics

Education

Bachelor's degree in Finance/Business Administration/Accounting

Master's degree preferred

Tools

Spreadsheets

Word processing

Graphical presentation

Statistical analysis

Job description

City of Cincinnati Retirement System seeks a Senior Management Analyst to assist the Executive Director/CIO in managing portfolios, performing due diligence on managers, and coordinating communications with investment partners. The role supports the CRS team and Retirement Director, emphasizing data analysis, financial modeling, and investment evaluation.

Open to candidates with strong knowledge of private markets, cash management, and modern portfolio theory.