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INVESTMENT ANALYST
INVESTMENT ANALYSTNYC Jobs • New York, NY, US
INVESTMENT ANALYST

INVESTMENT ANALYST

NYC Jobs • New York, NY, US
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  • serp_jobs.job_card.full_time
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Investment Analyst

Primary Responsibilities :

  • Support the execution and optimization of NYCHA investment / Funding strategy in accordance with internal policies.
  • Monitor Authority bank accounts daily to ensure proper funding levels and make recommendations on funds available for investments.
  • Support preparation of daily cash position, forecasts and variance analysis to identify funds available for investments.
  • Process cash transactions (wire, book, ACH) timely and accurately.
  • Support per diem expense credit card program for resident relocations in connection with Lead abatement property improvement program.
  • Seek process improvement opportunities and contribute to automation efforts within treasury operations.
  • Prepare reports, summarize portfolio performance and short-term liquidity.
  • Special projects / analysis assigned Manager and Treasurer.

Secondary Responsibilities :

  • Support bi-weekly payroll distribution process as needed.
  • Support repo investment activity as needed.
  • Support portfolio performance reporting.
  • Additional Information :

    1. Employees applying for promotional, title or level change opportunities must have served a period of one year at current location and in current title and level (if applicable).

    2. NYCHA residents are encouraged to apply. NYCHA provides benefits that include a choice of medical coverage plans, deferred compensation plans and a defined pension benefit plan as a member of the New York City Employees Retirement System (NYCERS).

    Note : This position is open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate in your cover letter that you would like to be considered for the position under the 55-a Program.

    Minimum Qualifications :

    1. A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and / or statistics and one year of satisfactory full-time experience in investment activities of a governmental agency, financial institution or brokerage firm; or

    2. A baccalaureate degree from an accredited college or university and two years of satisfactory full-time experience in investment activities of a governmental agency, financial institution or brokerage firm.

    Special Note : To be eligible for placement in Assignment Level II individuals must have, in addition to meeting the minimum requirements, at least one additional year of full-time experience in investment activities of a governmental agency, financial institution or brokerage firm.

    Special Note : To be eligible for placement in Assignment Level III individuals must have, in addition to meeting the minimum requirements, at least two additional years of full-time experience in investment activities of a governmental agency, financial institution or brokerage firm.

    Preferred Skills :

  • Bachelors Degree from accredited college
  • A minimum of one year of experience in finance, ideally in Treasury
  • Strong analytical and communication skills
  • Proactive problem solver
  • Advanced Excel (lookups, pivot tables)
  • The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individuals sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

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