Salary Range of $112,428 - $165,756 Annually Depending on Experience
Additional Potential of up to 30% of Base Compensation
Oregon State Treasury (OST) is recruiting for the position of ESG Investment Officer. This position will be located in our Tigard, Oregon location. This position will report to the Senior Investment Officer, Portfolio Risk and Research, and is part of the Investment Division.
This recruitment will be used to fill one current vacancy. This is a management service position.
The Oregon State Treasury is the state of Oregon’s financial hub. It oversees the investment of a public trust fund portfolio that is approaching $100 billion in assets under management, and is diversified across a variety of capital market and alternative investment strategies. To manage that portfolio, Treasury also maintains supporting functions including internal auditing, investment operations, legal, compliance, corporate governance and cybersecurity. Treasury also manages a banking program that processes more than $250 billion in transactions annually, a debt management program responsible for issuing and monitoring approximately $10 billion in state debt, and a defined contribution program that allows members of the public to invest in 529 savings funds for higher education or disability-related costs and in IRAs for retirement.
This position is designed to support the day-to-day and project-specific research activities of the Senior Investment Officer, Portfolio Risk and Research. These activities include a range of total fund (e.g., currency overlay) and asset class-specific (e.g., performance attribution) issues, including focused attention on various environmental, social and governance (ESG) risk factors and opportunities. This position will evaluate prospective investments and help identify inherent and related risk factors, and will offer an independent view of investments’ risk/return profiles. This position will work to develop a broader and more detailed definition of investment risk, and help evaluate potential mitigation strategies, if available and/or appropriate. The person filling this position will also work closely with Treasury’s Corporate Governance team to develop appropriate proxy voting policies as well as strategies for more effective public company engagement.
OST offers an attractive benefit package which provides contributions toward Public Employee Benefit Board (PEBB) sponsored individual and family health and dental insurance and term life insurance. Other benefits include participation in the Oregon Public Service Retirement Plan (OPSRP), paid holidays and paid vacation, and both sick and personal leave time. Optional benefits include long- and short-term disability and participation in the Oregon Savings Growth Plan (a deferred compensation plan).
You must have the following:
• A minimum of five year’ experience reviewing, analyzing or managing capital market portfolios;
• A solid understanding of investment skills evaluating investment risk and opportunities; and
• A Bachelor's Degree in Finance, Economics, Business or a related field or a Bachelor's Degree demonstrating the capacity for the knowledge and skills.
The Chartered Financial Analyst (CFA) designation or working toward the CFA designation is preferred.
HOW TO APPLY
Apply using the State of Oregon on-line recruitment system (link below):
The on-line recruitment program will require you to:
1) Fill out the application
2) Upload your resume
3) Upload a cover letter that describes your experience, education and training related to the desired attributes listed below (no more than three pages in length):
• Experience and proven track record in fundamental investment analysis;
• Multi-disciplinary investment skills, adept at evaluating investment risk and opportunities;
• Excellent modeling and valuation skills;
• Strong written and verbal communication and presentation skills;
• Demonstrated academic and professional record; and
• MBA and/or CFA preferred, with relevant knowledge in sustainability and related fields.
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 Justice 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: http://www.oregon.gov/jobs/Pages/Veterans.aspx
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.