Senior Investment Analyst & Portfolio Strategy Lead

City of Cincinnati; Cincinnati (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

The City of Cincinnati Retirement System (CRS) seeks a Senior Management Analyst to assist the Executive Director/CIO in managing investment portfolios across asset classes, performing due diligence on managers, and preparing materials for board review.

The role supports the Retirement Director and CRS governance, applying rigorous data analysis, financial modeling, and investment evaluation in a collaborative team.

Qualifications

• One year of experience as a Management Analyst with the City of Cincinnati.
• Bachelor's Degree from an accredited college or university in Finance, Business Administration, or Accounting or a closely related field.
• A CFA designation or CAIA certification is preferred.
• Experience with private equity investment analysis and data-driven evaluation is required.

Responsibilities

• Assist the CRS CIO and staff in managing investment efforts across asset classes.
• Manage due diligence for investment managers and service providers.
• Prepare portfolio analyses, reports, and recommendations for governance bodies.
• Coordinate with consultants, advisors, and external partners.
• Support development and monitoring of investment programs and policies.

Skills

Investment principles

Private markets

Portfolio analytics

Financial modeling

Communication skills

Team collaboration

Data analysis

Written reports

Education

Bachelor's Degree in Finance/Business/Accounting

Master's Degree preferred

Job description

The City of Cincinnati Retirement System (CRS) seeks a Senior Management Analyst to assist the Executive Director/CIO in managing investment portfolios across asset classes, performing due diligence on managers, and preparing materials for board review.

The role supports the Retirement Director and CRS governance, applying rigorous data analysis, financial modeling, and investment evaluation in a collaborative team.