Investment Portfolio Analyst

Air Line Pilots Association; McLean (VA); On-site; USD 96,000 - 168,000; Full time

Benefits offered by this job

401k Plan with employer contribution

Generous health care benefits

Vacation and holidays

Education Assistance

Job summary

The Air Line Pilots Association, International (ALPA), in McLean, VA, seeks an experienced Investment Portfolio Analyst to compile data and generate independent performance measurement for asset allocation and manager selection. You will participate in benefits meetings, oversee pilot 401(k) plans, and present insights to pilot committees.

You will analyze investment performance, track data, and support collective bargaining efforts while collaborating with internal teams.

Qualifications

• Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required, master's degree preferred; or the equivalent combination of education and experience.
• Five (5) years of experience in a major financial institution, large employee benefit plan or labor organization monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred.
• Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion.
• Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance.
• Knowledge of portfolio tracking and analysis software strongly preferred.
• Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-à-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income.
• Experience preparing presentation materials and presenting information on investment objectives and performance as well as investment manager performance to stakeholders.
• At management discretion, directly related ALPA experience, or an equivalent position elsewhere, may be substituted for some of the above requirements.
• Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots.
• Demonstrated ability working as an integral member of a team.
• Chartered Financial Analyst (CFA) designation strongly preferred.

Responsibilities

• Gathers and organizes data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers relative to benchmarks.
• Attends and participates in benefits meetings with pilot Retirement and Insurance Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee regarding market outlook and potential asset allocation decisions.
• Organizes and conducts financial wellness seminars and other educational programs; analyzes outside investment managers and funds; tracks and analyzes economic data; and provides assistance in collective bargaining.
• Assists in conducting searches for new investment managers, from RFP preparation to final interviews; annually reports Pension Plan Performance for pilot plans; provides investment performance expertise to the Investment Management Committee.

Skills

Interpersonal communication

Presentation skills

Analytical thinking

Portfolio tracking software

Education

Bachelor's degree in business, finance, economics, or relevant area

CFA designation (preferred)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Position Title: Investment Portfolio Analyst

City: Tysons (McLean)

State: VA

Country: US

Type: 4 (Exempt, Bargaining Unit 1 (EB)

# of Openings: 1

Category: Insurance/Benefits/Pension/Retirement - Investment Portfolio Analyst

Company Name: Air Line Pilots Association, Int'l., Tysons (McLean), Virginia, United States

Description:

Investment Portolio Analyst

The Air Line Pilots Association, International (ALPA) , the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office. The Investment Portfolio Analystgathers and organizes, in a timely manner, a great deal of data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks. They attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organize and conduct financial wellness seminars and other educational programs; analyze outside investment managers and funds; track and analyze economic data; and, provide assistance in collective bargaining. They also assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews. Annually, they provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available. Throughout the year, they provide investment performance expertise to the Association's Investment Management Committee (IMC) and participate in internal IMC meetings, as needed.

Local, national, and international travel: 25 - 35%.

ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities.

This position is covered by a collective bargaining agreement.

ALPA is a member-driven, staff supported, union with two internal professional unions.

Qualifications:

• Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required, master's degree preferred; or, the equivalent combination of education and experience.
• Five (5) years of experience in a major financial institution, large employee benefit plan or labor organization monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred.
• Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion.
• Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance.
• Knowledge of portfolio tracking and analysis software strongly preferred.
• Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-à-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income.
• Experience preparing presentation materials and presenting information on investment objectives and performance as well as investment manager performance to stakeholders.
• At management discretion, directly related ALPA experience, or an equivalent position elsewhere, may be substituted for some of the above requirements.
• Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots.
• Demonstrated ability working as an integral member of a team.
• Software: Microsoft Excel, Word, PowerPoint, and Outlook required. Ability to design charts, graphs, and/or spreadsheets strongly preferred.
• Chartered Financial Analyst (CFA) designation strongly preferred.

Physical Demands:

Note: The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential physical activities of this position described below.

Constantly operates a computer/smartphone/tablet. Regularly required to maintain a stationary position, move about the office and the local metropolitan area, determine what others have said or written, and converse with others and exchange accurate information.

Regularly required to sit, stand, bend, reach, and move about the office and travel (locally, nationally, and internationally). Also includes occasional bending, stooping, squatting, and/or pushing and pulling or moving, e.g., to pack, unpack, and/or move cases.

Occasionally required to move, raise, reach, and/or retrieve binders, boxes, and files up to ten (10) pounds (lbs.). While on travel, could be responsible to move, raise, reach, and/or retrieve luggage weighing as much as 50 lbs. (Assistance may not always be available.)

ALPA offers competitive salaries with terrific benefits, including:

• 401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required! The 401k plan includes a Roth option and 4-year vesting schedule.
• Generous health care benefits on day one - PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children;
• days paid vacation and holidays per year plus 2 volunteer days per year;
• Generous sick and bereavement leave;
• Competitive parental leave;
• Company-paid premiums for disability and life insurance;
• Flexible Spending and Health Savings accounts;
• Retiree health plan;
• Education Assistance Program; and,
• Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available.
• Partial remote work opportunities.

PROJECTED ANNUAL SALARY RANGE: $96,027.00 - $167,725.00

Relocation not provided.

Sponsorship not available for this position.

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Compensation details: 96027-167795 Yearly Salary