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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Chicago, Illinois

Salary: $150K - $180K

Officially listed as “The Public School Teachers’ Pension and Retirement Fund of Chicago,” CTPF has been providing retirement, survivor, and disability benefits for certain certified teachers and employees of the Chicago Public Schools since 1895.

General Description:

Under the direct supervision of the Chief Investments Officer, the Investment Portfolio Manager is responsible for integrating and evaluating all data to ensure CTPF’s investment goals are being met. The Investment Portfolio Manager provides efficient and effective management of Fund assets.

Job Requirements:

Primary Responsibilities

  • Evaluate and monitor public and/or private market investment managers to ensure contractual, compliance, fiduciary, and investment responsibilities to the Fund are being attained.
  • Oversee the preparation of reports and information to the Board of Trustees, Investment Committees, and various external auditors, regulators, and government authorities.
  • Manage, identify, and recommend investment strategies to facilitate and achieve the execution of CTPF’s Investment policies and goals.
  • Research, analyze, monitor, and perform due diligence on existing and prospective investment managers for the Chicago Teachers Pension Fund portfolio.
  • Participate and lead the content delivery and discussion at First Friday meetings, conferences, association meetings, and client annual meetings.
  • Build internal controls over investment performance reporting.
  • Manage and provide investment related data for year-end audits and financial statements.
  • Assist Chief Investments Officer on various projects as required.
  • Supervise, mentor, and provide direction to Investment Portfolio Analysts.

 

Position Qualifications

  • Strong written and verbal communication skills.
  • Ability to collaborate with Investment team and in a cross-departmental environment.
  • Demonstrated analytical and organizational skills with strong attention to detail.
  • Proficient knowledge of investment strategies and accounting principles.
  • Ability to manage, supervise, and evaluate employees.

 

Education and Experience

  • Bachelor’s Degree in Finance, Economics, or Accounting required.
  • Master’s Degree, CFA, and/or CAIA designations preferred.
  • 5-10 years of related investment experience.
  • High level of proficiency in Microsoft Office.

 

Physical Requirements

  • While performing the duties of this job, the employee will likely sit for long periods of time, with some standing and repetitive physical activity.
  • The employee may occasionally lift and/or move up to 10 pounds.

 

Environment

  • This job operates in a professional office environment. This role routinely uses standard office equipment (i.e., computers, phones, and photocopiers).

Disclaimers

  • This job description reflects management’s assignment of essential functions; nothing in this document restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. 
  • It is understood that a full-time exempt employee will generally work a minimum of 35 hours per week; however, in the scope of an exempt employee’s normal job, work outside the usual schedule is often required. This might include evening meetings, weekends, limited travel, or work hours well beyond 35 in a given week.