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STATE CLASSIFICATION JOB DESCRIPTION |
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Salary Group B24 |
Class No. 1131 |
INVESTMENT ANALYST II
GENERAL DESCRIPTION
Performs complex (journey-level)
fundamental investment research and analysis work. Work involves conducting investment research
and analyses on regions, industries, and companies; and evaluating investment
information such as market operations and conditions. May train others. Works under general supervision with moderate
latitude for the use of initiative and independent judgment.
EXAMPLES OF WORK PERFORMED
Monitors,
researches, and analyzes assigned geographic regions, economic sectors, and
companies for investment merit and compliance with investment policy quality
constraints.
Recommends
securities and weightings within assigned sectors and regions.
Attends industry
conferences; makes company and analyst visits; and maintains contacts within
assigned geographic regions, economic sectors, and companies.
Confers with trading
staff to ensure best execution of trades.
Maintains documentation supporting
investment recommendations and provides written and oral analysis as requested.
Participates in group discussions regarding potential impact on
portfolios.
Participates in the evaluation of broker performance for the purpose of
allocating trades.
Prepares reports and assists senior portfolio managers with special
projects.
May
train others.
Performs related work as assigned.
GENERAL QUALIFICATION GUIDELINES
Experience and Education
Experience in investment research or
quantitative analysis work. Graduation
from an accredited four-year college or university with major course work in
finance, accounting, mathematics, business administration, or a related field
is generally preferred. Experience and
education may be substituted for one another.
Knowledge, Skills, and
Abilities
Knowledge of
investment research processes and of industry standard investment-related
software and systems. Skill
in applying investment research techniques and in analyzing and evaluating
data.
Ability to apply financial research techniques, to conduct exhaustive
searches and evaluations of vast amounts of data, to develop and maintain
research and company contacts, to comply with ethics standards and professional
codes of conduct, to work accurately with numerical data, to communicate
effectively, and to train others.
Registration, Certification, or
Licensure
May require certification as a
Chartered Financial Analyst (CFA).
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State Auditor’s Office |
Revised 9-1-09 |