- Conducts integrated audits of complex investment activities across asset classes, investment operations, and external investment manager relationships
- Manages audit planning, develops audit processes, and completes audit objectives and scope according to established procedures and timelines
- Identifies audit issues by evaluating relevant data, business processes, and procedures, and completing audit documentation
- Ensures the approved audit objectives are achieved within assigned project timelines and scope, and confirms conformance with acceptable quality control standards
- Communicates audit issues, observations, and recommendations to audit clients in an effort to meet organizational needs
- Monitors implementation of audit recommendations
- Seeks, evaluates, and appropriately adapts audit tools and leading audit practices to improve IA's risk-based methodology and processes
- Manages audit projects executed by external service providers including monitoring contract compliance and service providers' performance
- Collaborates with other internal auditors, external auditors, and compliance professionals to ensure effective outcomes
- Prepares Board of Trustees Audit Committee (AC) meeting materials related to areas of responsibility, and communicates audit recommendations via written reports and oral presentations at AC meetings
- Represents Internal Audit at Investment Committee meetings, project team meetings, and external organizations
- Proactively identifies, evaluates, and communicates risks and internal control issues to appropriate parties
- Actively seeks out and participates in training and educational opportunities for ongoing professional development
- Maintains regular and prompt attendance in the workplace
- Performs other duties as assigned
- Bachelor's degree in related field; five to seven years of progressive experience in planning and conducting investment audits and/or compliance; or a combination of education and experience
- Master's degree in a related field preferred
- Relevant certifications such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Investments and Derivatives Auditor (CIDA), and/or Certified Fraud Examiner (CFE) preferred
- Demonstrated understanding of internal audit standards and practices
- Effective interpersonal, oral, and written communication skills; ability to work with a variety of internal and external clients, including senior leadership
- Strong analytical, problem-solving, decision making skills
- Demonstrated project management capabilities
- Proficiency with Microsoft Office; experience using data analysis tools and audit software preferred
- Standard office environment with regular computer and telephone use
- Occasional lifting, moving, or carrying materials and equipment weighing in excess of 20 pounds
- Travel may be required at times
Health Insurance is 100% employer paid, generous paid time off as well as paid volunteer hours, PERA defined benefit plan, 401(k) and 457 defined contribution plans, tuition assistance, certifications, on-the-job training, free access to on-site fitness center, free on-site parking or RTD subsidy, and more. For more information, please visit www.copera.org/careers
HOW TO APPLY
Complete the employment application online at www.copera.org/careers. Have copies of your resume, cover letter, and college transcripts available to upload. As part of the online application, you will be asked for a response to the following questions:
- Describe your experience with hands-on auditing or compliance monitoring of investments, finance, and/or treasury activity.
- Describe your experience with providing appropriate advice on internal controls to management prior to the implementation of policies, processes, and/or systems related to investments.
- Describe a time when you collaborated with others to complete a project. What role did you play? What challenges did you experience, and how did you overcome those challenges?
- Describe your education and training related to auditing, compliance monitoring/reporting, fraud examinations, investments, finance, treasury, and/or accounting. Specify which certification(s) you possess or are in the process of obtaining.
ABOUT COLORADO PERA
Colorado Public Employees' Retirement Association (PERA) provides retirement and other benefits to the employees of more than 500 government agencies and public entities in the state of Colorado. Established in 1931, PERA manages approximately $48 billion across a variety of asset classes, such as stocks, bonds, private equity, and real estate.
Our mission is to promote long-term financial security for our membership while maintaining the stability of the fund. Our vision is to become the retirement plan of choice for all Colorado public employees.
PERA represents "One of Colorado's Best Investments". PERA is a vital and stable contributor to Colorado's economy. PERA's main office is located in Denver; where 300 days of sunshine, a thriving cultural scene, diverse neighborhoods, and natural beauty combine to make it the nation's top city in which to live, work, and play.
Position Title: Investment Audit Manager
Division: Internal Audit
Reports to: Director of Internal Audit
Job Status: Full Time, Exempt
Salary: Commensurate with experience
Posting Date: May 14, 2018