Investment Portfolio Analyst — Partial Remote & Pension

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

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.