Investment Analyst 2, Portfolio Risk and Research

Oregon State Treasury is recruiting for the position of Investment Analyst 2, Portfolio Risk & Research. The primary purpose of this position is to provide analytical support for the Portfolio Risk & Research team and generally assist the Investment Division.

This is a SEIU represented position. This position is located in Tigard. The salary range for this position is $61,272 - $94,164 annually. Our top priorities during this public health crisis are employee health and ability to meet our essential responsibilities. We are taking safety precautions while continuing our business operations in order to keep employees safe and prevent the spread of COVID-19.

Oregon State Treasury (OST) is led by Tobias Read, State Treasurer, a constitutional officer and statewide elected official.  OST is an organization with a wide range of financial responsibilities, including managing the state's pension fund, issuing all state debt, and serving as the central bank for state agencies.  OST manages the daily investment of approximately $100 billion in assets, held in a diversified investment portfolio of domestic and international equities, fixed income securities, alternative and opportunistic investments, real estate, private equity and cash equivalents.  OST also manages a banking program that processes over $250 billion in transactions annually, and a debt management program responsible for issuing and monitoring approximately $10 billion in state debt. The 150+ member OST staff takes great pride in their statewide and national reputation for progressive approaches to service delivery.

The Investment Division, currently comprised of 50+ individuals, is responsible for managing the investment of the Oregon Public Employees Retirement Fund (OPERF), the State Accident Insurance Fund, the Oregon Short-Term Fund, the Common School Fund and numerous other state and state agency accounts.  The Division also manages the investment program for the state's deferred compensation plan, advises the Oregon 529 College Savings Board on its investment activities, and serves as staff to the Oregon Investment Council (OIC).  The Division oversees the actual investments, which are made by a select group of outside investment managers, as well as provides internal portfolio management capabilities for select asset class mandates.

Our Values and Principles

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

We are committed to cultivating a culture that is diverse, inclusive, and respectful. We value and support the collective differences in who we are, it is what makes us stronger, and it helps us learn and grow. We celebrate the fact that everyone comes to the table with individual differences – shaped by backgrounds, experiences, cultures, thoughts, and ideas. We are devoted to prioritizing equity and addressing racial disparities, as well as ensuring a safe and accessible working environment for all. We believe all of this empowers our success and makes Oregon State Treasury an excellent place to work.

Position Responsibilities

• Supports the Portfolio Risk & Research team on various projects for the total fund and asset class levels, including, but not limited to:
  • Performs data analysis, such as cleaning, processing, and analyzing data; 
  • Supports the Investment Officer, ESG on various projects for the agency, the total fund, and asset class levels; and
  • Performs literature review and writes summaries of papers for internal distribution. 

Benefits of Joining OST

• Employee premium share at 5% or 1%, for medical, dental, vision, and basic employee life;
• Paid leaves, such as vacation, personal business, holidays, sick leave, and special holiday leave;
• Participation in the Public Employees Retirement System (PERS);
• Support with training and development so employees have the tools they need to reach their fullest potential;
• Employees may be eligible to receive loan forgiveness under the Public Service Loan Forgiveness Program (PSLF); and
• 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, weight watchers, and more!

Minimum Qualifications

You must have the following to qualify for this position:

• A Bachelor’s Degree in Business or Finance, or any other degree demonstrating the capacity for the above-listed knowledge and skills and four years of professional experience in a similar analytical, operational or project management role; OR
• A valid certification as a Chartered Financial Analyst (CFA) and 3 years of experience; OR
• Any combination of professional experience and education equivalent to seven years of technical-level experience consistent with the knowledge and skill requirements listed above.

Desired Attributes

• Relevant experience to investment risk and research.
• Experience with investment data analysis, such as cleaning, processing, and analyzing data.
• Broad investment knowledge and experience with various asset classes.
• Strong excel spreadsheet skills.
• Excellent attention to detail, as well as verbal and written communication.
• Experience with performance measurement calculations;

• Experience with Blackrock Aladdin, Bloomberg, Python, R, and other software applications.

How to Apply

In order to apply and be considered for this position, you are required to upload your resume, and a cover letter describing how your experience, training and education have prepared you for this position.

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

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 personal references, credit history, 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.