Public Investment Advisor

Overview

The organization provides public-sector consulting services for cities, counties, school systems, special districts, utilities, and related agencies. Work includes classification and compensation, organizational and operational studies, research and program evaluation, economic and workforce analysis, surveys and community research, and applied data and infrastructure research.

This role involves serving as a Public Investment Advisor for current state authority work. Engagements are remote-first with occasional client travel. Scope, schedule, and fee will be confirmed before any engagement begins.

Responsibilities

• Develop and monitor investment policy and portfolio strategy for public funds
• Ensure compliance with state public authority investment guidelines
• Provide performance reporting and market analysis
• Present findings to boards and finance committees
• Contribute qualifications and past-performance narrative to proposals when authorized for naming

Requirements

• At least 5 years of professional experience in public funds investment advisory
• SEC-registered investment adviser or affiliation with one
• Comfortable working as a 1099 project-based consultant

Preferred Qualifications

• New York State public authorities experience
• CFA
• Fixed income portfolio management

Location

Remote-first with occasional client travel.