STATE CLASSIFICATION JOB DESCRIPTION |
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Salary Group B26 |
Class No. 1132 |
INVESTMENT ANALYST III
GENERAL DESCRIPTION
Performs advanced (senior-level)
fundamental investment research and analysis work. Work involves conducting detailed investment
research and analyses on regions, industries, and companies; and evaluating
investment information such as market operations and conditions. May supervise the work of others. Works under limited supervision with
considerable 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 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 supervise the work of 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, 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 supervise the work of 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 |