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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Washington, D.C.

Salary: $K - $K

AARP is the nation’s largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health security, financial stability and personal fulfillment. AARP also produces the nation’s largest circulation publications: AARP The Magazine and AARP Bulletin.

The Investment Manager completes work associated with investments, anticipating market trends to proactively address risks and opportunities for both new business and existing portfolio projects. Recommends and monitors to ensure appropriate risk and return in each portfolio. Develops policies and procedures to control documentation of investments, cash transfers, and appropriate fund rebalancing. Collaborates with management to identify opportunities to streamline investment processes and develops new procedures that support the business unit/department.

Responsibilities

  • Recommends investments based on research and quantitative analysis for a variety of asset classes, investment managers, and portfolios, considering the relevant investment policies and needs of the portfolio.
  • Evaluates available research, including consultant reports, to develop position summaries and recommendations that improve and influence investment decisions.
  • Ensures that best practices in benchmarking, peer analysis, and other assessment tools are implemented and used to facilitate evaluation of investment results.
  • Monitors existing investments, external investment managers, and related investment operations in order to identify material developments, changes, deficiencies, and opportunities for performance improvement.
  • Rebalances investment portfolios monthly to ensure compliance with investment policies.
  • Evaluates diverse economic views and investment market outlooks from trends, forecasting the data and applying it to the investment.

Qualifications

  • Bachelor’s Degree in Accounting, Finance, Business Administration, or other related fields required.  MBA or other related Master’s degree preferred.
  • CFA designation or in the process of obtaining certification required.
  • 3+ years of related investment analysis experience.
  • Ability to work both independently and collaboratively on complex assignments.  A self-motivated problem solver with demonstrated quantitative and analytical skills and the ability to use independent judgement in the evaluation of investments.
  • A thorough understanding of graphical representations of corporate financial information is essential.
  • Strong analytical, written, and oral presentation skills.
  • Knowledge of Bloomberg terminal preferred.

 

Additional Requirements

  • Regular and reliable job attendance
  • Effective verbal and written communication skills
  • Exhibit respect and understanding of others to maintain professional relationships
  • Independent judgement in evaluation options to make sound decisions
  • In office/open office environment with the ability to work effectively surrounded by moderate noise

 

Flexible Work Arrangement (FWA)

AARP observes Mondays and Fridays as telecommuting workdays, except for essential functions. Remote work and telecommuting can only be done within the United States and its territories.

 

Compensation and Benefits

AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition; tuition reimbursement; among others.

 

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.