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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Portland, Oregon

Salary: $65K - $100K

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.

Job Description:

Oregon State Treasury is recruiting for the position of Investment Analyst 2. The primary purpose of this position is to assist Investment Officers within the Public Equity Investment Division and focus on assisting with the management of public equity investment manager relationships, managing portfolio structures, and performance evaluation and assessing risk.

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 schedule will be one day per week in the office, with the potential for additional time in the office as needed for in-person meetings. Additionally, the new Investment Analyst would require training and thus more time in the office while being trained. Once training has reached a satisfactory level, more independent work is possible.

Job Duties Summary

  • Facilitates periodic multi-million-dollar cash 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 relevant files. Position requires understanding of public equity markets and use of custody bank software.
  • Works with Public Equity Investment Officers and the custody bank in the opening process of “new countries” equity markets which Oregon seeks to invest.   This requires facilitating the completion of documents pertaining to local country taxes, tax accountants, powers of attorney, etc.
  • Works with Public Equity Investment Officers in the tracking, updating, dissemination, and file retention of relevant Investment Management Agreements (IMA).
  • Organizes Public Equity investment manager calls and meetings, manages the receipt of all investment manager reports, along with prospective manager marketing materials. Further, maintains electronic documentation of all investment manager interactions.
  • Participates in conference calls, meetings, and documents updates and analyses of all equity managers.
  • Conducts routine investment reporting at the investment manager and composite level, including but not limited to performance, attribution, exposures, and positioning.
  • Aids in formulating committee- and board-level materials, such as memos and PowerPoint presentations
  • Performs various research projects as requested by Public Equity Investment Officers.

Job Classification

This position is classified as an Investment Analyst 2. This position is a SEIU represented position.

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 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.

Ideal Candidate Desired Attributes & Desired Experience 

  • Investment experience (such as from an asset manager, consultant, corporation, high net worth advisor, or pension plan).
  • Public equity investment experience.
  • Experience overseeing external investment managers.
  • Experience with sophisticated Excel spreadsheets.
  • Excellent attention to detail and accuracy.
  • Adaptable, flexible, and tolerant of ambiguity.
  • Self-motivated and resourceful.
  • Excellent written and verbal communication skills.
  • High emotional intelligence and self-awareness.
  • Experience with the following services: Bloomberg, eVestment, Factset, or Aladdin.

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 experience, training 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!