175 jobs in CFA Institute

The Employees’ Retirement Fund (“ERF”) was established by ordinance in November 1943 and became effective in January 1944 after ratification by the voters of the City of Dallas. ERF is a single-employer defined benefit pension plan sponsored by the City of Dallas, Texas (the “City”). It provides retirement, disability, and death benefits to its more than 16,000 retired and current members. All employees of the City are members except police officers, firefighters, elected officers, non-salaried appointee members of administrative boards or commissions, temporary employees, individuals working under contract, and individuals whose salaries are paid in part by another government agency. Members are entitled to retirement benefits at the date of eligibility for retirement or disability or to survivor benefits after two years of service. A seven-member Board of Trustees oversees ERF’s portfolio, managers, and performance, as well as reviews and approves potential investment opportunities, with input from the investment consultant and staff.

The Deputy Chief Financial Officer (DCFO) serves as a senior financial executive responsible for assisting the Chief Financial Officer (CFO) in directing, managing, and overseeing the financial operations of the Employees’ Retirement Fund. The DCFO plays a critical leadership role in ensuring the integrity of financial reporting, budgeting, accounting operations, internal controls, compliance, and fiscal stewardship of the Fund’s assets.

Requires a bachelor’s degree (master’s degree preferred) from an accredited college or university in Accounting, Finance, Business Administration, Economics, or a closely related field. Also requires a minimum of ten (10) years of progressively responsible professional experience in accounting, finance, budgeting, auditing, or financial management and a minimum of five (5) years of management or supervisory experience overseeing professional accounting or finance staff. Certified Public Accountant (CPA) designation is required and must be maintained in good standing throughout employment.

For questions, please contact:

Sherrill Uyeda -

Wesley Herman -

Main Office:

An Equal Opportunity/ADA Employer

IN ACCORDANCE WITH THE TEXAS PUBLIC INFORMATION ACT, RESUMES MAY BE SUBJECT TO PUBLIC DISCLOSURE.

The Deputy Chief Financial Officer (DCFO) of the Employees’ Retirement Fund (ERF) provides high-level leadership in financial reporting, budgeting, accounting, internal controls, compliance, and fiscal stewardship of the Fund’s assets in Dallas. The role supports the CFO and ensures the integrity of all financial operations.

The candidate must hold a bachelor’s degree (master’s preferred), a CPA in good standing, and at least 10 years in accounting/finance with 5 years in a supervisory capacity.

Capital One is seeking a Senior Staff Auditor in Finance (Hybrid) to join the Audit team in delivering high-quality assurance across Global Finance Audits. The role focuses on Second Line of Defense and First Line risk offices, with responsibilities spanning planning, testing, documentation, and stakeholder communication.

The ideal candidate brings at least 2 years of auditing experience, a relevant bachelor’s degree, and strong data analytics capabilities.

Senior Staff Auditor, Finance (Hybrid)

Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity.

Capital One is seeking an energetic, self-motivated Senior Auditor interested in becoming part of our Finance Audit team. As a member of the Audit team, the candidate will focus on Global Finance Audits in the Second Line of Defense, and First Line Business Risk Offices.

• Audit major components of business units.
• Assist in developing engagement planning documentation for assigned areas, including risk-based rationale for scoping decisions.
• Design and execute internal control testing for operations of varying complexity.
• Perform audit tasks of moderate difficulty, demonstrating a degree of audit expertise consistent with experience level.
• Prepare clear, organized and complete documentation to support work performed.
• Establish and maintain good client and team relations during engagements. Effectively communicate information and audit progress to team, clients and auditor-in-charge.
• Perform various aspects of engagement administration as assigned by auditor-in-charge, including hours and budget tracking.
• Self prioritize and effectively plan own work activities managing multiple priorities and tasks across the team to deliver quality results. Proactively take on additional work to support the team when possible.

• You are a critical thinker who seeks to understand the business and its control environment.
• You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One's governance, risk management, and internal control processes.
• You possess a relentless focus on quality and timeliness.
• You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking.
• You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit's value proposition.
• You're a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise.
• You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism.
• You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent.

• Bachelor's Degree or military experience
• At least 2 years of experience in auditing, in treasury, in accounting, in financial analysis, in compliance, or a combination.

• Bachelor's Degree in Accounting, Bachelor's Degree in Finance, Bachelor's Degree in Economics, or Bachelor's of Business Administration
• Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Risk Manager (CRM), Financial Risk Manager (FRM), or Credit Risk Certification (CRC)
• 2+ years of experience in banking, in the financial services industry, in a professional services firm serving clients in large banks, or a combination
• 2+ years of experience performing data analysis in support of internal auditing

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

This role is hybrid meaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting.

McLean, VA: $96,500 - $110,100

Plano, TX: $87,700 - $100,100

Richmond, VA: $87,700 - $100,100

Riverwoods, IL: $87,700 - $100,100

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part‑time status, exempt or non‑exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23‑A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Position Summary :

The Securitized Products Sales group covers MUFG's institutional investor clients. Institutional investor clients include Insurance Companies, Banks, Non-Bank Financial Institutions, Central Asset Managers, Hedge Funds, Endowments, Pensions, and others. Products and Asset classes include asset backed securities, agency mortgage securities, collateralized loan obligations, agency commercial mortgages securities, repo, and structured solutions financing.

Team members work with traders, bankers, syndicate, strategists, and economists to tailor solutions for clients on a broad range of topics ranging from macroeconomic and relative value themes, to client's asset & liability management.

Responsibilities :

• Manage institutional investor client relationship across a range of Securitized Products
• Follow the markets within each asset class and stay up to date on themes & market flows.
• Close collaboration with Banking and Syndicate for business development
• Stay up to date with regulatory requirements and its impact on the business
• Work closely with other asset class teams to promote cross selling across the firm
• Back up colleagues and work together as a team
• Work with mid-office and sales assistants to ensure that trades are captured and confirmed in a timely fashion
• On-board clients in coordination with the firm's credit, legal, compliance, and operations teams
• Mentor and train junior talent

Requirements :

• Bachelor's degree or higher, MBA and/or CFA a plus
• A minimum of 5 to 10+ years of related Securitized Sales work experience
• Excellent interpersonal and communication skills
• Results driven, with a strong sense of accountability
• Strong decision making skills, the ability to demonstrate sound judgment
• A pro-active, motivated approach
• The ability to operate with urgency, prioritize work accordingly and multi-task
• A creative and innovative approach to work
• Excellent attention to detail and accuracy
• Excellent Microsoft Office skills (Excel, PowerPoint)

The typical base pay range for this role is between $200K - $251K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package,

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

TD Securities in New York is seeking a seasoned research analyst to conduct comprehensive analysis on corporations, industries, and markets to support advisory services and publish high-quality reports. You will lead cross-functional collaboration and communicate complex insights to senior stakeholders.

The role requires 5+ years of experience, an undergraduate degree, and may prefer candidates with advanced degrees or CFA designation.

Work Location

New York, New York, United States of America

40

TD Securities

$225,000 - $225,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Conducts a range of comprehensive analysis and research on individual corporations, industries, financial markets and/or economic developments to support business needs and publish high quality research reports/presentations aligned to industries and various markets. Also provides critical insights and industry information to support advisory services.

• Highly seasoned professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas
• Takes a lead role in modeling and interpretation of advanced insights within research reports
• Integrates knowledge of sub-function's overarching strategy in developing solutions across multiple functions or operations
• Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes, or services
• Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
• Uses sophisticated analytical thought to exercise judgement and identify solutions
• Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
• Acts as a technical expert / lead integrating cross-functional knowledge, impacting the achievement of business objectives
• Work is guided by policies and industry standards/methods
• Works autonomously as the lead and guide others within area of expertise

• Undergraduate degree
• 5+ years related experience
• FINRA SIE, Series 63, 86, and 87 or willing to obtain
• Masters or PhD preferred
• CFA designation preferred for publishing analysts and associate

• Works closely with the sales and trading group to develop new relationships, and with other analysts and associates to provide ongoing guidance
• Develops and maintains contacts and relationships in the community and with institutional clients
• Leads in the compilation and evaluation of multiple data inputs for:
  • Companies/industries and/or
  • Financial markets and economic analysis research reports (e.g., initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages)
• Publishes high quality, comprehensive analysis and research on industry sectors and companies and/or financial markets and economic development
• Develops business relationships and generates profits from producing and sharing regular research publications
• Provides service to clients (internal and external) in the form of information, expertise, analysis, and opinions regarding market information, financial markets, economic outlook, and investment strategies

• Keeps abreast of market data, economic information, and key industry developments, as well as internal policies and regulatory standards (as communicated by Compliance) at all times to assist in maximizing profitability through sound and well-informed decisions; develop and maintain contacts with market participants
• Demonstrates governance, control, and risk management behaviors in alignment with TD policies and practices
• Adheres to enterprise frameworks or methodologies that relate to activities for our business area
• Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
• Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; “escalate issues where appropriate”
• Participates in cross-functional/enterprise initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations
• Conducts internal and external research projects; support the development/delivery of presentations and communications to management or broader audience
• Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/practices
• Monitors service, productivity, and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist
• Actively manages relationships within and across various business lines, corporate, and/or control functions and ensures alignment with enterprise and/or regulatory requirements
• Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite

• Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest
• Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
• Keeps current on emerging trends/developments and grow knowledge of the business, related tools, and techniques
• Participates in personal performance management and development activities, including cross training within own team
• Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
• Leads, motivates, and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
• Contributes to a fair, positive, and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel - Occasional
• International Travel - Never
• Performing sedentary work - Continuous
• Performing multiple tasks - Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds - Occasional
• Sitting - Continuous
• Standing - Occasional
• Walking - Occasional
• Moving safely in confined spaces - Occasional
• Lifting/Carrying (under 25 lbs.) - Occasional
• Lifting/Carrying (over 25 lbs.) - Never
• Squatting - Occasional
• Bending - Occasional
• Kneeling - Never
• Crawling - Never
• Climbing - Never
• Reaching overhead - Never
• Reaching forward - Occasional
• Pushing - Never
• Pulling - Never
• Twisting - Never
• Concentrating for long periods of time - Continuous
• Applying common sense to deal with problems involving standardized situations - Continuous
• Reading, writing, and comprehending instructions - Continuous
• Adding, subtracting, multiplying, and dividing - Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $145,000.00 and $185,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

SMBC is seeking an experienced Risk Audit Manager with a minimum of 7 years' experience in the banking & finance industry to work within the Internal Audit Department.

The Audit Manager will report to the Risk Stripe Lead and be responsible to design and supervise execution of internal audits of various complexities, ensuring audit work is performed in accordance with IIA standards and IAD policies and procedures, as well as participate as a team member on other audit engagements or projects.

• Manage audit teams to execute high quality reviews within a prescribed timeframe.
• Direct and supervise audit from inception to completion including planning, testing, issue identification, workpaper review and reporting.
• Provide support, coaching, and feedback to audit team which may include internal or co-sourced internal audit professionals.
• Effectively communicate with stakeholder and audit senior management to clearly articulate audit strategy, testing results and corrective measures.
• As needed, assist with the delivery and execution of IAD's broader audit plan and assurance responsibilities.
• Participate in quarterly and annual continuous monitoring / risk assessment process to identify business trends and changes in the business risk profile.
• As needed, assist with special projects related to business process improvements or departmental strategic initiatives.
• Track and validate closure of issues raised by the department and regulators.
• Develop, promote and maintain a collaborative and strong working relationship with Americas Division business heads, external auditors, and regulators.

• Minimum of 7 years internal audit experience in the banking and finance industry.
• Subject matter expertise in financial risk (credit/market/liquidity), enterprise risk management, capital planning and/or banking / capital markets products.
• Advanced understanding of applicable regulatory standards / guidance for a Bank Holding Company.
• Understanding of audit techniques, internal controls, and workpaper standards.
• Excellent communication, presentation and professional skills including the ability to interact effectively at all levels within the organization.
• Bachelor's Degree in Accounting, Finance, or related field. FRM or CFA certification is a plus.

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at

ABOUT THE D.C. RETIREMENT BOARD

The District of Columbia Retirement Board is an independent agency of the District of Columbia Government. Our mission is to manage and control the assets of the D.C. Police Officers' and Firefighters' Retirement Plan and the D.C. Teachers' Retirement Plans, as well as to administer benefits for the members of the plans.

Reporting to the Chief Investment Officer (CIO) and working alongside Portfolio Managers and Investment Analysts, the Principal Investment Analyst will contribute meaningfully to all phases of the investment process—from strategic asset allocation and manager selection to portfolio monitoring and board reporting. The role offers exposure to a broad investment program and the opportunity to develop professionally within a small, collegial team environment committed to excellence in stewardship.

• Support the periodic reassessment of DCRB’s strategic asset allocation and asset/liability framework, contributing analysis and perspective to inform long‑term investment positioning.
• Assist the CIO and Portfolio Managers in portfolio construction, private market commitment pacing, and the ongoing calibration of risk exposures across public and private asset classes.
• Monitor portfolio performance and risk characteristics against plan objectives, identifying and escalating issues as appropriate.

• Lead or co‑lead investment manager due diligence across asset classes, encompassing quantitative analysis, qualitative assessment, operational review, and reference checks.
• Develop and maintain a deep understanding of DCRB’s existing manager roster, including ongoing performance evaluation, relationship management, and identification of areas for enhancement.
• Assist in negotiations with new and existing investment managers and service providers to secure competitive economic and legal terms, including fee structures, co‑investment rights, and reporting requirements.

• Prepare, review, and deliver investment reports, quarterly performance summaries, and presentation materials for the Board of Trustees and executive leadership.
• Communicate complex financial, market, and legal concepts clearly and accessibly to a diverse stakeholder audience, including Trustees with varying levels of investment expertise.

• Train and mentor junior investment team members and interns, fostering a culture of intellectual rigor, continuous learning, and professional development.

• Deep knowledge of modern portfolio theory, institutional investment management, global financial markets, and the interrelationships among asset classes, economies, and market dynamics.
• Demonstrated ability to design and implement investment strategies, with the analytical skills and systems to monitor performance and risk against plan objectives.
• Strong written and verbal communication skills, with the ability to interpret and convey complex financial and legal concepts to senior decision‑makers and non‑specialist audiences.
• High degree of professional integrity, attention to detail, and commitment to the fiduciary responsibilities of a public pension fund.

• Normal office environment.

DCRB is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the employer will provide reasonable accommodations to qualified individuals with disabilities and encourage both prospective employees and incumbents to discuss potential accommodations with the employer.

This job description describes the general nature and level of work being performed by the individual(s) assigned to this position. It is not intended to be an exhaustive list of all tasks, duties, responsibilities, and skills required. Management reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

• Bachelor’s degree required, preferably in finance, economics, mathematics, or a related field.
• Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation preferred.

• Six to nine (6–9) years of progressively responsible experience in institutional investment management, investment consulting, pension fund management, or a closely related field.
• Demonstrated experience evaluating and monitoring externally managed investment portfolios across one or more asset classes (e.g., public equity, fixed income, private equity, real assets, hedge funds).
• Experience working with or presenting to investment committees, boards, or senior leadership is preferred.
• Proven experience preparing and presenting investment materials to governance bodies, including investment committees or boards of trustees.
• Familiarity with institutional investment industry standards and best practices, including GIPS performance reporting standards, ILPA guidelines for private equity, and the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

If the position you are applying for is in the Career, Management Supervisory, or Educational Service at an annual salary of one hundred fifty thousand dollars ($150,000) or more, you must establish residency in the District of Columbia within one hundred eighty (180) days of the effective date of the appointment and continue to maintain residency within the District of Columbia throughout the duration of the appointment.