Investment Analyst

Initial Posting Date:

09/11/2024

Application Deadline:

10/01/2024

Agency:

Oregon State Treasury

Salary Range:

$6,635 - $10,200

Position Type:

Employee

Position Title:

Investment Analyst, Public Equity

Job Description:

Oregon State Treasury is looking for a seasoned and experienced Investment Analyst to join our Public Equity team! This position assists managing existing investment manager relationships, managing portfolio structure, and evaluating performance and assessing risk.

Job Duties Summary

• Assists with Public Equity external manager oversight, which includes identifying new investment opportunities and assists with new manager searches. Performs equity and foreign exchange trading activities at the discretion of the Senior Investment Officer.

• Performs onsite due diligence visits and document said visits at the discretion of the Senior Investment Officer.

• Facilitates periodic cash and foreign currency transfers between Oregon State Treasury managed accounts held in trust at the State’s custody bank. Creates necessary documents, secures approved signatures, transmits relevant information to all concerned parties, and retains file copies pertaining to intra-bank and inter-bank cash transfers. Position requires understanding of public equity markets and use of custody bank software.

• Works with Oregon’s Proxy Voting agent to facilitate proxy voting related activities.

• Works with relevant parties in the renewal and opening process of “new countries” equity markets which Oregon seeks to invest.

• Develops and produces routine reporting across multiple data sources and systems in supporting the oversight of investment programs.

• Facilitates the tracking, updating, dissemination, and file retention of Investment Management Agreements (IMAs) that pertain to the Public Equity asset class.

• Assist in coordinating and participating in Public Equity calls/meetings by tracking the receipt of relevant materials and maintaining electronic documentation (notes) of all such events.

• Aids in formulating board and committee materials such as memos and presentations.

• Performs various research projects as requested by Public Equity Investment Officers.

Work Schedule

This position will have the opportunity for a hybrid (remote and in-office) work location schedule; in-office work will be predominately from Treasury’s ​Tigard office​. This position is required to work in the office one day per week with additional time in the office while in training.

Salary Range

$79,620‬ - $122,400‬ annually.

There is a 6.55% cost of living adjustment that will be applied to the salary listed above. This is scheduled to happen in either January or February 2025.

Job Classification

This position is classified as an ​Investment Analyst 3​. This position is ​a SEIU represented position​. The Investment Analyst 3 is the third and senior professional level of a three level series.

Required Minimum Qualifications

• A Bachelor’s Degree in Business or Finance, or any other degree demonstrating the capacity for the above listed knowledge and skills and six years of professional experience in a similar analytical, operational or project management role; OR

• A valid certification as a Chartered Financial Analyst (CFA) and 5 years of experience; OR

• Any combination of experience and education equivalent to nine years of experience that typically supports the knowledge and skills for the classification.

• A Master’s Degree in Business or Finance, or any other degree demonstrating the capacity for the above listed knowledge and skills will substitute for one year of the required experience.

Desired Attributes

Job Specific Attributes

• Experience with institutional investments such as from an asset manager, investment consultant, corporation, or public pension plan.

• Relevant investment analyst experience.

• Public equity investment experience.

• Experience with the selection and due diligence of investment managers.

• Experience with complex Excel spreadsheets.

• Experience with risk management at the product or portfolio level.

• CFA designation or work towards the designation.

• Experience with eVestment, Blackrock Aladdin, Bloomberg or Factset.

• Experience overseeing external investment managers.

Core Attributes

• Respect – Treats all individuals fairly and respectfully; works effectively with others; fosters an environment where opportunities to thrive are available to all; respects different values and viewpoints.

• Teamwork – Acts in a professional, respectful, and courteous manner, recognizes the worth of others, and places the good of the team ahead of personal objectives.

• Flexibility – Demonstrates willingness to change to meet organizational needs, professionally handles discomfort with a changing work environment, and remains calm in stressful situations.

• Communication – Effectively articulates and exchanges information with internal and external stakeholders. Is prompt in responding to questions and inquiries.

• Initiative – Takes appropriate action without waiting for explicit instructions, generates creative approaches to addressing problems and opportunities.

• Critical Thinking – Identifies and weighs options, makes sound decisions after reviewing all relevant information, plans for potential problems, takes calculated risks, and recognizes impact of solutions.

• Time Management – Prioritizes and manages time effectively across various competing tasks, demonstrating focus and adaptability, arriving on time for meetings, and meeting deadlines.

• Attention to Detail – Demonstrates accuracy and thoroughness when accomplishing tasks.

How to Apply

You are required to upload your resume and a cover letter describing how you meet the desired attributes listed above.

Please make sure the attributes and qualifications you possess are clearly demonstrated in your application materials. Following these instructions and providing this information will be used to determine which candidates will be selected to move forward in the process.

We will accept applications through the job announcement closing date, however, we may close this recruitment early, if we receive a well-qualified applicant pool. If interested, please apply early.

Benefits of Joining Our Team

• Low employee premium share for medical, dental, vision, and basic employee life (1% or 5% employee share);

• Robust paid leave package, such as vacation, personal business, holidays, sick leave, and floating day of leave;

• PERS retirement benefits;

• Support with training and development;

• Student loan forgiveness under the Public Service Loan Forgiveness Program (PSLF);

• Optional benefits include optional life, short & long term disability, accidental death and dismemberment, Oregon Savings Growth Plan (deferred compensation plan), flexible spending accounts, long term care insurance, employee assistance program, and more!

About Oregon State Treasury

Oregon State Treasury is focused on improving the financial well-being of all Oregonians. We provide low-cost programs for governments, and empower Oregonians to invest in themselves and their loved ones for a more secure future. Oregon State Treasury is led by State Treasurer Tobias Read. As Treasurer, he is the state’s financial leader, the custodian of public funds and chief investment officer. We prioritize investing for the long term, doing business the right way, and empowering Oregonians to invest in themselves. We're proud of the work we do to help families, governments, and businesses succeed.

We are committed to cultivating a workplace that is diverse, inclusive, and respectful. We value and support the collective differences in who we are and celebrate the fact that everyone comes to the table as their own unique individual. We believe this commitment empowers our success and makes Oregon State Treasury an excellent place to work. As Treasury employees, our commitment to diversity, equity, and inclusion makes this a safe environment for us to ask questions, learn, and grow, and helps us to better serve Oregonians.

Our Values and Principles

INTEGRITY---INNOVATION---DIVERSITY---TRUST---PROFESSIONALISM---ACCESSIBILITY

Please visit the following webpage to learn more about Oregon State Treasury: [https://www.oregon.gov/treasury/Pages/index.aspx>

Special Information

• Prospective employees are subject to an extensive background check that may include, but not be limited to, validation of all application materials, prior employment, and professional references, driving records and fingerprint-based state and federal criminal and civil records. Adverse background data may be grounds for immediate disqualification.

• OST does not offer visa sponsorships, and within three days of hire, the successful candidate will be required to complete the U.S. Department of Homeland Security form I-9, confirming authorization to work in the United States.

• Eligible veterans who meet the qualifications will be given veterans' preference. To receive preference you MUST attach appropriate documentation as outlined by the Department of Administrative Services at the following website: Veterans Resources. You may also call the Oregon Department of Veterans' Affairs at 1-800-692-9666.

• OST is an equal opportunity, affirmative action employer committed to a diverse workforce.

• Consistent with the Americans with Disabilities Act (ADA), Oregon State Treasury will provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. Requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please call Oregon State Treasury at 503-378-4000 and request to be connected to Human Resources.