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We are looking for an Investment Manager to join our team in Cleveland, Ohio. This position involves overseeing municipal investment portfolios, analyzing financial markets, and ensuring compliance with government regulations. The ideal candidate will bring expertise in fund administration, municipal bonds, and investment strategies to support sound financial decision-making.
Job Responsibility:
Develop, implement, and manage investment strategies tailored to municipal funds, including reserve accounts and bond proceeds
Ensure adherence to local, state, and federal regulations, as well as municipal investment policies
Conduct thorough analyses of financial markets, investment options, and credit risks to provide strategic recommendations
Execute trades, record transactions accurately, and reconcile trading activity within the accounting system
Prepare detailed investment performance reports for senior leadership and other stakeholders
Build and maintain strong relationships with external financial institutions and advisors
Recommend updates to investment policies to address changes in market conditions or legal requirements
Collaborate with internal departments to forecast cash flow and ensure sufficient liquidity for operational needs
Monitor interest rates, economic trends, and market conditions to guide investment decisions
Evaluate and oversee external investment managers or advisors when necessary
Requirements:
Proven experience in fund administration and managing investment portfolios
Strong knowledge of municipal bonds and related financial instruments
Familiarity with government accounting standards and investment policies
Ability to analyze market trends and assess credit risk effectively
Proficiency in executing trades and maintaining accurate financial records
Excellent communication skills for preparing reports and presenting recommendations
Strong relationship-building skills to collaborate with financial institutions and stakeholders
Bachelor’s degree in finance, accounting, economics, or a related field