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Oregon State Treasury is recruiting for the position of Investment Analyst 3, Alternative Investments. The primary purpose of this position is to support the day?to?day investment activities of the Alternatives Portfolio and the Alternatives Program. This role will support Investment Officers with research and monitoring for various investments, as well as support with formal due diligence on investment opportunities.
This is a SEIU represented position. The salary range for this position is $68,688-$100,500 annually. This position is located in Tigard.
Oregon State Treasury (OST) is led by Tobias Read, State Treasurer, a constitutional officer and statewide elected official. OST is an organization with a wide range of financial responsibilities, including managing the state's pension fund, issuing all state debt, and serving as the central bank for state agencies. OST manages the daily investment of approximately $100 billion in assets, held in a diversified investment portfolio of domestic and international equities, fixed income securities, alternative and opportunistic investments, real estate, private equity and cash equivalents. OST also manages a banking program that processes over $250 billion in transactions annually, and a debt management program responsible for issuing and monitoring approximately $10 billion in state debt. The 150+ member OST staff takes great pride in their statewide and national reputation for progressive approaches to service delivery.
The Investment Division, currently comprised of 50+ individuals, is responsible for managing the investment of the Oregon Public Employees Retirement Fund (OPERF), the State Accident Insurance Fund, the Oregon Short-Term Fund, the Common School Fund and numerous other state and state agency accounts. The Division also manages the investment program for the state's deferred compensation plan, advises the Oregon 529 College Savings Board on its investment activities, and serves as staff to the Oregon Investment Council (OIC). The Division oversees the actual investments, which are made by a select group of outside investment managers, as well as provides internal portfolio management capabilities for select asset class mandates.
We are committed to building and fostering a diverse and inclusive work environment. We believe that everyone comes to the table with a distinct point of view – one that is shaped by backgrounds, experiences, cultures, thoughts, and ideas. We embrace diversity and inclusion and believe it creates a culture of respect, innovation, and creativity that empowers our success and makes Oregon State Treasury an excellent place to work.
Gathers and utilizes data setting forth current trends in Portfolio and Program markets. Assists Investment Officer(s) with research to support overall Portfolio and Program strategic direction;
Receives and reviews offering memorandums and may take meetings with prospective general partners and their agents. Expected 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;
Performs portfolio analysis and reports to aid Investment Officer(s) which may include performance analysis, including benchmark analysis and distribution of returns analysis; and
Builds and maintains an "investment partnerships of interest" pipeline and pacing study to aid Investment Officer(s) with annual investment budgets and portfolio construction decisions.
Benefits of Joining OST
Employee premium share at 5% or 1%, for medical, dental, vision, and basic employee life;
Paid leaves, such as vacation, personal business, holidays, sick leave, and special holiday leave;
Participation in the Oregon Public Service Retirement Plan (OPSRP), after 6 months of service. OPSRP has two components, the pension plan and the individual account program (IAP).
Support with training and development so employees have the tools they need to reach their fullest potential;
Employees may be eligible to receive 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!
How to Apply
You are required to upload your resume and a cover letter describing your experience, training and education related to the desired attributes below. You must upload your resume and cover letter in order to be considered for this position. We request for your cover letter to be no more than three pages in length, however this page length is not a requirement.
A broad demonstrated knowledge of alternative investment strategies and markets. Describe how you obtained this knowledge and your plan to continue advancing your knowledge in your field.
Experience selecting, monitoring, and managing financial relationships. Describe your investment analysis skills.
Describe your ability and experience with communicating complex elements of managing alternative investment portfolios (include how you articulate key issues to multiple constituencies).
Educational background with a firm grounding in economics and investments.
A demonstrated commitment to integrity, ethics, and independence.
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, credit history, 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.
You must have the following to qualify for this position:
A Bachelor’s Degree in Business or Finance, or any other degree demonstrating the capacity for the above listed knowledge and skills AND at least six years of professional experience in a similar role; OR
A valid designation as a Chartered Financial Analyst (CFA) AND at least 5 years of experience in a similar role; OR
Any combination of experience and education equivalent to at least nine years of experience that typically supports the knowledge and skills for the position.
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.
OST is looking for a talented individual with experience performing quantitative and qualitative analysis used to support the research, due diligence and monitoring of alternative investment strategies, specifically hedge fund managers. Institutional investment experience, such as at a pension fund or consultant, is highly preferred. Additional desired skills include:
Strong command of finance and investment management
Excellent verbal, written communication and presentation skills
Very strong proficiency with Microsoft Office
Experience with financial systems, such as Bloomberg, eVestment, etc.
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.