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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Salem, Oregon

Salary: $80K - $122K

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. $97bn AUM.

Position Title:

Investment Analyst, Fixed Income

Job Description:

Oregon State Treasury is recruiting for the position of Investment Analyst for Fixed Income. The primary purpose of this position is to assist and support the Fixed Income Investment Officers in their daily portfolio management / trading activity.

Job Duties Summary

Develop asset class, product and market knowledge to gain understanding of portfolio management process and approach, including the use of BlackRock Aladdin applications, e.g., daily independent monitoring of markets.

  •  Identifying relative value by comparing current and historical relationships of:
  •  Curve steepness (U.S. Treasury, SOFR, LIBOR);
  •  Spreads;
  •  Broker/dealer inventories; and
  •  New issue securities vs. secondary markets.
  •  Serve as a liaison between investment operations and portfolio management to ensure timely recording, settlement, reconciliation of trading activity and data integrity.
  • Execution of fixed income trades with investment officer oversight
  • Primary responsibility for liquidity/portfolio structure and active management, i.e., trading, of the 0 – 13 month maturities of applicable funds.
  • In coordination with Fixed Income Investment Officer(s), will assist with active management for all internally managed fixed income portfolios.

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. The person in this role will work in the office two days per week. There may be times that require more time in the office as well as periodic opportunities for team collaboration and preparation for meetings.

Salary

The salary range listed at the top of this job posting indicates the monthly salary range for this position.

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 the three level series.

Minimum Qualifications for Our Position

  • 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.

Ideal Candidate Desired Attributes & Desired Experience 

  • Fixed income investment experience
  • Experience with Blackrock’s Aladdin
  • Experience with Bloomberg
  • Excellent attention to detail and accuracy
  • Experience and interest with data analysis
  • Excellent skills with Microsoft Excel
  • Self-motivated, adaptable, flexible, and tolerant of ambiguity
  • Excellent interpersonal skills and communication skills

 

Important Application Details

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 minimum 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.

 

Special Information 

  • 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.