Job Description

Job Description

Job Description

We are looking for a skilled Investment Analyst to oversee and optimize municipal investment portfolios in Cleveland, Ohio. This role demands expertise in financial analysis, compliance, and strategic decision-making to support the city's fiscal health and long-term growth. The ideal candidate will excel in evaluating market trends, managing investment accounts, and preparing insightful reports for key stakeholders.

Responsibilities:
• Develop and oversee investment strategies for municipal funds, including general funds, bond proceeds, and reserve accounts.
• Ensure adherence to local, state, and federal regulations, as well as municipal investment policies and government accounting standards.
• Conduct thorough analyses of financial markets, investment opportunities, and credit risks to provide actionable recommendations.
• Execute trades, record transactions accurately in accounting systems, reconcile activity, and generate comprehensive reports.
• Build and maintain strong relationships with financial institutions, investment advisors, and regulatory agencies.
• Prepare detailed investment reports for senior leadership, City Council, and other relevant stakeholders.
• Propose updates to investment policies based on evolving market conditions and legal requirements.
• Assist with cash flow forecasting to ensure sufficient liquidity for municipal operations.
• Participate in the evaluation and oversight of external investment managers or advisors.
• Monitor economic trends, interest rates, and market developments to guide investment decisions effectively.• Proven experience in fund administration and investment portfolio management.
• Demonstrated knowledge of investment accounts, including municipal bonds and related instruments.
• Strong understanding of municipal investment strategies and compliance requirements.
• Proficiency in analyzing financial markets and credit risks.
• Ability to manage and reconcile trading activities within accounting systems.
• Excellent communication skills for preparing reports and collaborating with stakeholders.
• Familiarity with cash flow forecasting and liquidity management.
• Expertise in working with municipalities and public funds.

Job Tags

Local area,

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