Are you highly skilled in portfolio modeling, reporting, and analytics?
Are you looking to transition your expertise into a meaningful public service role?
Join our team as an Investment Analyst and make a significant impact on the financial management and accountability of public funds! This is a full-time position (40 hours per week) with State Benefits, including health insurance, paid vacation, paid sick time, paid holidays, as well as retirement.
Recruitment Range: $80,000 - $110,000
This position has been designated as Exempt in accordance with North Carolina General Statute § 126-5 (c12).
In furtherance of the Department of State Treasurer's existing ethics and transparency programs, this position is subject to the ethics and conflict of interest requirements of the Department of State Treasurer Supplemental Ethics Policy (Tier 2 Policy).
About us:
The Investment Management Division is the investment arm of the Department of State Treasurer, and actively invests and manages the State's pension funds and other assets entrusted to the Department. Standing teams are Investment Grade Fixed Income, Public Equity, Private Equity, Opportunistic Fixed Income and Inflation Sensitive, Real Estate, Multi-Strategy, Risk and Asset Allocation, and Investment Operations.
The Investment Analyst assists the team with the day-to-day management of the Public Equity internally managed and externally managed portfolios (US Equity and Non-US Equity). The position provides trade support on internally managed portfolios and performs ongoing fundamental and quantitative research and analysis.
Job Duties
- Supports trade reconciliations, rebalances, confirmations, settlements, and corporate actions.
- Monitors portfolio risk, and assists with asset allocation, portfolio modeling, reporting, and analytics.
- Participates in manager meetings, and due diligence visits and maintains physical and electronic files.
- Communicates with broker-dealers, data providers, custodians, and middle/back-office providers as well as internal operations, accounting, and audit teams.
- Assists with reporting for presentations to internal and external stakeholders.
- Position Requires ~ 15% travel
Minimum Requirements
- Working knowledge of the investment industry, principles of modern portfolio theory and statistical methods utilized to track and monitor risk and performance.
- Demonstrated ability to track and monitor the lifecycle of a trade and effectively escalate trade discrepancies and communicate trade-related information to internal and external entities.
- Proficiency in detailed computation utilizing advanced analytical software tools for financial modeling.
- Experience analyzing factors associated with risk and return.
- Demonstrated ability to compile, monitor, examine, and/or calculate performance, perform attribution analysis, and accurately gauge investment merit.
- Demonstrated ability to monitor investment portfolios for compliance with guidelines and policies.
- Advanced skills in Excel, PowerPoint, Word, and other platforms utilized for statistical analysis.
Management Preferences
- MBA and/or CFA Certification.
- Significant experience in trade support within a public or corporate pension plan, foundation, or endowment.
- Working knowledge of investment and operational due diligence support, familiarity with manager search and selection, and monitoring a portfolio of external investment managers within a public or corporate pension plan, foundation, and/or endowment.
Bachelor’s degree with coursework in accounting, business, economics, finance, investment, statistics, or related discipline with significant credit hours in accounting, finance or financial modeling coursework and at least 1 year of experience; or Equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
* PLEASE SUBMIT YOUR APPLICATION ON-LINE USING THIS WEBSITE *
This position is subject to a criminal history background check through CastleBranch. In addition, one or more of the following may also be reviewed, depending on the nature and requirements of the position: employment history, professional references, credit history, and educational verification (i.e., degree, license, or official transcript). Applicants will be required to pass the background check to the satisfaction of the North Carolina Department of State Treasurer. All offers of employment are conditional until the satisfactory completion of the background check.
The State of North Carolina, and the Department of State Treasurer, is an Equal Opportunity Employer.
Applicants requesting and receiving an accommodation under the Americans with Disabilities Act (ADA) are eligible to submit paper applications via mail or by fax reference the contact information below. All applicants should indicate the position number and job title in the section "Jobs Applied For".
Applicants seeking Veteran's Preference must attach a DD 214 Form, Certificate of Release or Discharge from Active Duty along with your application.
Applicants seeking National Guard Preference must attach a copy of the NGB 23A (RPAS) or a copy of the DD256 or NGB 22 along with your application.
"See Resume" or "See Attachment" will NOT be accepted and will be considered an incomplete application and will not be processed.
Please note, foreign degrees require an official evaluation for U.S. equivalency, and must be submitted to Human Resources for verification.
If you are having technical issues submitting your application, please call the NeoGov Help Line at 855-524-5627. If there are any questions about this posting, other than your application status, please email Department of State Treasurer at HR@nctreasurer.com.
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