Investment Analyst 3, Diversifying Strategies (Investment Analyst 3)

About the role

The primary purpose of this position is to support the day-to-day investment and administrative activities of the Diversifying Strategies Portfolio. This includes receiving and reviewing investment presentations, conducting due diligence, assembling investment memorandums, and assisting with portfolio analysis.

Responsibilities

• Receives and reviews investment presentations, takes frequent meetings with prospective general partners and their agents.
• Identifies proposed investments’ unique risk and return attributes, evaluates them against other opportunities, assesses general partner track records, and evaluates all other terms and conditions.
• Assists in the assembly of due diligence investment memorandums.
• Attends industry conferences and performs on-site due diligence visits with Investment Officers.
• Gathers and utilizes data on current trends in Diversifying Strategies and measurable economic influences pertinent to investments.
• Researches topics including alignment of interests, partnership conditions and terms, and developing a performance analysis framework.
• Aids Investment Officers with research supporting the Program's strategic direction.
• Analyzes portfolio performance, diversification, and liquidity, and produces reports to ensure compliance with investment guidelines.
• Builds and maintains an "investment partnerships of interest" pipeline to aid in portfolio construction decisions.
• Builds and maintains investment strategy competitive landscapes.
• Provides general support to Investment Officers for ad hoc tasks and requests.
• Tracks and maintains investment meetings database.
• Works with relevant legal staff to help coordinate investment closings.

Requirements

This position requires a Bachelor’s Degree in Business or Finance, or equivalent experience, with six years of professional experience in a similar analytical, operational, or project management role. Alternatively, a valid certification as a Chartered Financial Analyst (CFA) and five years of experience, or a combination of experience and education equivalent to nine years of experience supporting the knowledge and skills for the classification, is required. A Master’s Degree in Business or Finance will substitute for one year of the required experience.

Qualifications

• Experience in the institutional investment industry, including roles as investment consultants, asset managers, pension, endowment, foundation, etc., with progression and increasing responsibility.
• 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 degrees is a plus.

Skills

Experience in the institutional investment industry, including roles as investment consultants, asset managers, pension, endowment, foundation, etc., with progression and increasing responsibility. 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 degrees.

Benefits

• Low employee premium share for medical, dental, vision, and basic employee life (1% or 5% employee share).
• Roadbust 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!

Pay

$86,964 - $133,680 annually.

Schedule

This position offers a hybrid (remote and in-office) work location schedule; in-office work will be predominantly from Treasury’s Tigard office. Employees are expected to be in the office more than once per week for onboarding, learning, and collaboration.

Job Classification

This position is classified as an Investment Analyst 3 and is a SEIU represented position.

About Oregon State Treasury

Improves the financial well-being of all Oregonians through low-cost programs for governments and empowering Oregonians to invest in themselves and their loved ones for a more secure future. Committed to cultivating a diverse, inclusive, and respectful workplace.

Special Information

• Prospective employees are subject to an extensive background check.
• Reasonable accommodation for applicants with disabilities is provided upon request.
• Preference in employment is given to qualifying veterans, disabled veterans, and current and former servicemembers of the Oregon National Guard.