Public Funds Investment Program Manager

Jobtome; Dallas (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Jobtome is seeking a Treasury Investment Manager in Dallas to oversee investment and pension portfolios under PFIA guidelines. You will analyze portfolio performance and recommend policy changes to management and the board.

The role interacts with external asset managers and custodians, conducts due diligence, and supports audit processes to ensure compliant, optimized returns for public funds.

Qualifications

• Bachelor's degree in public administration, Finance or Business with accounting/finance coursework.
• Minimum of five years managing assets of defined contribution and/or defined benefit plans or operating funds.
• Experience formulating investment strategies to maximize fund value.
• Knowledge of local government investments and related accounting.
• Experience with bonded debt matters.
• Knowledge of both defined contribution and defined benefit plans, investments and reporting.
• Strong analytical, communication and planning skills with attention to detail.

Responsibilities

• Work with Treasury Director and external asset managers to build and maintain portfolios.
• Analyze market environment, monitor performance, and rebalance as needed.
• Support benefit plan participants and manage investment options to secure future wellbeing.
• Serve as contact for custodians and vendors to execute directions and reconcile positions.
• Assist with fund flows to maintain proper investment allocation.
• Assist quarterly (or more frequent) portfolio rebalancing.
• Prepare reports and analyses for portfolio management, committees and board.
• Assist due diligence on managers, including documentation and meetings.
• Assist annual retirement plan audit preparation with accounting staff.
• Conduct research and provide issue-based recommendations.

Skills

Investment mgmt

PFIA knowledge

Portfolio analysis

Bonded debt

Defined benefit/defined contribution

Governance/reporting

Interpersonal comm.

Education

Bachelor's degree in public administration/Finance/Business with accounting/finance courses

Job description

Jobtome is seeking a Treasury Investment Manager in Dallas to oversee investment and pension portfolios under PFIA guidelines. You will analyze portfolio performance and recommend policy changes to management and the board.

The role interacts with external asset managers and custodians, conducts due diligence, and supports audit processes to ensure compliant, optimized returns for public funds.