Oregon State Treasury is recruiting for the position of Investment Analyst 3, Diversifying Strategies. The primary purpose of this position is to support the daytoday investment and administrative activities of the Diversifying Strategies Portfolio.
Job Duties Summary Receives and reviews investment presentations, takes frequent meetings with prospective general partners and their agents. Analysis 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. This position assists in the assembly of overall due diligence investment memorandums. Assists in performing on-site due diligence visits with Investment Officer(s) and attends industry conferences.
Gathers and utilizes data setting forth current trends in Diversifying Strategies and measurable economic influences pertinent to the status of Diversifying Strategies investments. Research topics may include: alignment of interests analysis; partnership conditions and terms analysis; and developing a performance analysis framework. This individual assists Investment Officer(s) with research to support overall Program’s strategic direction.
Performs portfolio analysis and produces reports to aid Investment Officer(s) to assure compliance with applicable investment guidelines as dictated by Oregon Revised Statutes and the Oregon Investment Council. Analyses may include performance analysis, diversification analysis, and liquidity analysis. Aid in formulating board and committee materials such as memos and presentations, including OIC materials specific to the OPERF Diversifying Strategies portfolio.
Builds and maintains an "investment partnerships of interest" pipeline to aid Investment Officer(s) with portfolio construction decisions. Builds and maintains investment strategy competitive landscapes.
Provides general support to the Investment Officer(s) for ad hoc tasks and requests. Tracks and maintains investment meetings database. This individual may work with relevant legal staff to help coordinate investment closings.
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. Work from the Tigard, Oregon office at a minimum of two days per quarter and as needed for business reasons. Upon hire, employees are expected to be in the office more than once per week for onboarding, learning, and collaboration.
Salary Range $86,964-$133,680 annually.
Job Classification This position is classified as an Investment Analyst 3. 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 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.
Desired Attributes Job Specific Attributes Experience in the institutional investment industry (investment consultant, asset manager, pension, endowment, foundation, etc.) with role progression, demonstrating success and increasing responsibility. Demonstrated familiarity with diversifying strategies investments. Experience with portfolio construction and risk management concepts. Experience with investment programs such as eVestment, Factset, Bloomberg, and sophisticated Excel spreadsheets. Experience writing due diligence reports and creating investment-related presentations. Pursuit of CFA/CAIA designations or relevant advanced degree a plus.
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.
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. Oregon state government provides preference in employment to qualifying veterans, disabled veterans, as well as current and former servicemembers of the Oregon National Guard, in accordance with ORS 408.225, 408.230, and 408.235. 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.
