Investment Portfolio Analyst

Investment Portfolio Analyst

The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non‑governmental aviation safety organization (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia office.

External Description

The Investment Portfolio Analyst gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association’s systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers relative to benchmarks. The Analyst attends and participates in benefits meetings with pilot Retirement and Insurance (R&I) Committees;

provides analysis and oversight of pilot 401(k) plans; advises and presents to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organizes and conducts financial wellness seminars and other educational programs; analyzes outside investment managers and funds; tracks and analyzes economic data; and provides assistance in collective bargaining. The role also assists in conducting searches for new investment managers, from preparation of Requests for Proposals to final manager interviews.

Annually, the Analyst produces a unified report on the Pension Plan Performance for all pilot plans where data is available and provides investment performance expertise to the Association’s IMC, participating in internal IMC meetings as needed.

Local, national, and international travel: 25–35%

Equal Opportunity Employer Statement

ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities.

Collective Bargaining

This position is covered by a collective bargaining agreement.

Internal Union Structure

ALPA is a member‑driven, staff‑supported union with two internal professional unions.

• Bachelor’s degree in business, finance, economics, or a relevant area from an accredited college or university required, master’s degree preferred; or the equivalent combination of education and experience.
• Five (5) years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred.
• Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent.
• Experience in an investment‑oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance.
• Knowledge of portfolio tracking and analysis software strongly preferred.
• Familiarity with quantitative, computer‑based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis‑à‑vis the stated objectives of the investment fund and other like managers (e.g., equity or fixed‑income).
• Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots.
• Demonstrated ability working as an integral member of a team.
• Software:
  Microsoft Excel, Word, PowerPoint, and Outlook required. Ability to design charts, graphs, and/or spreadsheets strongly preferred.
• Chartered Financial Analyst (CFA) designation strongly preferred.

Note:

The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable…