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Investment Analyst, Investment Operations

Employer
Oregon State Treasury
Location
Tigard, Oregon
Salary
$64,752 - $99,504
Closing date
Feb 5, 2023

View more

Job Function
Operations
Industry Sector
Government
Employment Type
Full Time

Job Details

Are you someone with middle-office and/or back-office investment operations experience looking for a new role within institutional investment management? If so, we would like to hear from you! Oregon State Treasury is looking for an Investment Analyst to join our Investment Division within Investment Operations. Oregon State Treasury serves as a fiduciary and one of the nation's largest fund managers, we guide a globally diversified portfolio in pursuit of positive, risk-adjusted returns, under policies set by the Oregon Investment Council. The Investment Analyst will provide investment performance measurement and reconciliation, data management, and trade operations support within the investment operations team.

 

Please keep reading below for more information about our position and how to apply!

 

Position Responsibilities

  • Provide middle-office operational support for 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, and cash;
  • Work with Director of Investment Operations, Investment Operations Manager, data analysts, investment accounting, investment officers, vendors, and consultants to resolve issues;
  • Coordinate with external third-party relationships including custodians, service providers, and consultants to ensure all necessary data is processed on a daily basis;
  • Ensure that all necessary reporting is provided to investment officers, Oregon Investment Council members, and external parties as required;
  • Provide coordination and process oversight of investment analytics, reporting, reconciliation, confirmation, settlement, and other operational services;
  • Work with investment, compliance, risk, and research staff to build new functionality, and help refine existing functions, processes, and reports;
  • Work with system vendors regarding product questions and system enhancements; and
  • Participate in the planning, specification, development and implementation of investment systems and processes.

 

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 office in Tigard/Salem. The schedule will be approximately 90+% time spent remote with quarterly in-office presence.

 

Salary Range

$64,752 - $99,504 annually.

 

Job Classification

This position is classified as an Investment Analyst 2.

 

This position is a SEIU represented position.

 

Minimum Qualifications for Our Position

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 for Our Ideal Candidate

  • Middle-and/or back-office investment operations experience;
  • Skilled at reconciling financial data with strong analytical skills;
  • Demonstrated knowledge of investment types, asset classes, sectors, factors, benchmarking, and peer group comparison techniques;
  • Ability to calculate and interpret various investment rate of return methodologies;
  • Understanding of investment performance attribution; and
  • Experience with Blackrock’s Aladdin and Bloomberg.

 

Important Application Details

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

 

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 special holiday 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, weight watchers, 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.

 

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.

 

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.

 

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 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.
  • 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

Company

OST is led by the State Treasurer, a constitutional officer and statewide elected official.  The Treasurer serves as the chief financial officer for the state and is responsible for the prudent financial management of state money.  The Treasurer serves a four-year term, and, if reelected, may hold the position for two terms.  The current State Treasurer is Tobias Read, who was sworn into office in January 2017.

OST is a highly sophisticated 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 and cash.  OST also manages a banking program that processes over $250 billion in transactions annually, a debt management program responsible for issuing and monitoring approximately $10 billion in state debt, a multi-faceted 529 savings plan, and an IRA based retirement savings program for the public. 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 one of the five OST divisions and 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 management capabilities for select mandates comprised of common stock, fixed income and money market securities.

Company info
Website
Telephone
503-378-4000
Location
350 Winter St. NE, Suite 100
Salem
OR
97301-3896
US

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