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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Portland, Oregon

Salary: $69K - $106K

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.

Position Title:

Investment Analyst, Public Equity

Job Description:

Are you an experienced investment analyst with a focus on public equity looking for a meaningful role where your efforts have a positive and direct impact in public service while also maintaining work and life balance with hybrid work opportunities? Are you interested in an opportunity to join an investment team that is collegial, collaborative, and committed to high quality work in a respectful and inclusive work environment? If so, we want to hear from you!

Oregon State Treasury is recruiting for the position of Public Equity Investment Analyst. This position assists investment officers within the public equity investment division with 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 person in this role will require training and thus more time in the office while being trained. Once training has reached a satisfactory level, more independent work is possible.

Salary

$68,964 – $105,972 annually.

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. The Investment Analyst 2 is the second and journey level of a three level professional series. This position is a SEIU represented position.

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 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

Job Specific Attributes 

  • Investment experience (such as from an asset manager, consultant, corporation, high net worth advisor, or pension plan).
  • Public equity investments experience.
  • Experience overseeing external investment managers.
  • Experience with complex and technical Excel spreadsheets.
  • Experience with the following services: Bloomberg, eVestment, Factset, or Aladdin.

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.

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 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 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, 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.