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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. 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.  Details below.

Salary Range:

$5,747 – $8,831

Position Type:

Employee

Position Title:

Investment Analyst, Real Estate

Job Description:

Oregon State Treasury is recruiting for the position of Real Estate Investment Analyst. This position provides analyst level support with the daily investment activities of the real estate portfolio.

Job Duties Summary 

  • Receives and reviews offering memorandums and takes meetings with prospective general partners and their agents.
  • Analyses encompasses the identification of proposed investments’ unique risk and return attributes, evaluation of those attributes relative to other, competing investment opportunities, general partner track record assessment and a thorough inventory and evaluation of all other terms and conditions.
  • Gathers and utilizes data setting forth current trends in portfolio and program markets.
  • Assists Investment Officers with research to support overall portfolio and program strategic direction.
  • Builds and maintains an “investment partnerships of interest” pipeline and pacing study to aid Investment Officers with annual investment budgets and portfolio construction decisions.
  • Performs portfolio analysis and reports to aid Investment Officers which may include performance analysis, including benchmark analysis and distribution of returns analysis.

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 ​Tigard office​. The schedule will be ​approximately 90+% time spent remote with a minimum of eight times per year in-office presence, spread over each quarter of the year​.

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.

Required 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
  • 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

Job Specific Attributes 

  • Experience with institutional investments (such as from an asset manager, real estate consultant, corporation or public pension plan).
  • Experience with real estate investments (such as from an asset manager, real estate consultant, corporation or public pension plan).
  • Experience in reviewing offering memorandums and meeting with prospective general partners and their agents.
  • Experience in evaluating proposed investments.
  • Experience in building and maintaining an investment pipeline database and pacing study.
  • Experience in performing industry and portfolio analysis.
  • Ability to sort through large amounts of data.
  • Quantitative and qualitative analysis experience used to support research, due diligence, and monitoring of a fund or individual investment opportunities.
  • Advanced proficiency with Microsoft Office Suite, financial modeling, and incentive fee validation.

 

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.

How to Apply

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 floating day of 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, 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. 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.

 

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.

 

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 professional 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.