Senior Portfolio Manager
Company: CFA Institute
Location: Santa Fe
Posted on: January 25, 2023
Senior Portfolio Manager
The Public Employees Retirement Association of New Mexico (PERA) is
a multi-employer public pension plan serving 90,000+ members with
an externally managed portfolio of approximately $17 billion,
including PERA Smart Save, a supplemental deferred compensation
457b plan, with approximately 23,000 participants and $754 million
The mission of the Board of PERA is to preserve, protect, and
administer the Trust to meet its current and future obligations and
provide quality services to Association members.
In the context of dynamic capital market environment, PERA seeks to
position the Fund to provide for liquidity, yield, and capital
appreciation principally through prudent capital and risk
PERA is recruiting for a Senior Portfolio Manager.
Successful candidates will possess a high degree of intellectual
curiosity, the ability to think critically and creatively about
complex challenges, be able to communicate effectively in both
written and verbal contexts, possess a passion for quantitative and
qualitative analysis, and have a strong interest in investment
strategy and asset manager research. Culture is a focus point at
PERA and successful candidates should thrive in a collaborative
team setting yet also have the ability to work independently while
adapting in a fast-paced, changing environment.
1. Responsible for monitoring, analysis, and research for a complex
2. Responsible for due diligence of new and existing investment
managers and strategies.
3. Demonstrates expertise in specific strategy area(s) and/or asset
4. Responsible for implementation and execution of portfolio,
strategy, and investment-specific recommendations.
5. May act as lead project manager on research and operational
6. Responsible for preparation of investment recommendations based
on strategic asset allocation decisions.
7. Assist in the validation of monthly and quarterly performance
and risk reporting.
8. Assist in internal control and risk management
9. Assist in PERAs quantitative analytics efforts through the
development of internal modeling capabilities.
10. Corresponds frequently with investment managers, external
service providers and industry experts to formulate market
opinions, identify investment opportunities and gauge investment
11. Contributes to ongoing process improvements.
12. Attends professional seminars and conferences; establishes
professional relationships with institutional investor peers and
with tenured industry professionals.
13. Promotes cooperation and collaboration among the Investment
Team and with external service providers.
14. Promotes organizational efficiency through high professional
A Bachelors Degree and a minimum of five (5) years of directly
related professional experience is required; Applicable education
includes investment management, business administration,
accounting, financial management, economics, mathematics,
statistics, or related field. An understanding of financial theory
and statistical measures.
Prior experience conducting investment manager research, sourcing,
and due diligence in an institutional investment setting (pension
fund, endowment, asset management, etc.) is preferred.
MBA or related masters degree is preferred.
Progress toward Chartered Financial Analyst (CFA), Chartered
Alternative Investment Analyst (CAIA), or related designations is
Required Investment Knowledge:
Purpose, principle and theory of institutional portfolio management
and statistical analysis.
Business, monetary and economic trends and practices.
Security analysis, financial forecasting and modeling.
The position is based in Santa Fe, NM
Remote work is allowed 3 days per week, candidate must live in the
State of New Mexico, per Governor mandated order
This is an exempt, at-will position
Salary range is $ 150,000 -165,000
Please send a current resume and cover letter to addressed toLeAnne
Larraaga-Ruffyat Public Employees Retirement Association of New
Mexico. Only candidates chosen to participate in interviews will be
contacted. Active recruiting began January 1, 2023 and will remain
open until filled.
PERA New Mexico is committed to the principles of equal employment
and workforce diversity
Keywords: CFA Institute, Santa Fe , Senior Portfolio Manager, Executive , Santa Fe, New Mexico
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