Investment Analyst
- Oklahoma County, OK
- $4,583-5,417 per month
- Permanent
- Full-time
Starting Annual Salary: $55,000.08 to $65,000.04Job DescriptionAbout The Job:The Oklahoma State Treasurer (OST) is seeking a highly motivated, detail-driven treasury or finance professional with proven administrative experience and strong initiative to join our investment team. The Investment Analyst position operates within the investments department of OST as support staff and reports directly to the Chief Investment Officer. A sharp eye for detail, process-oriented and a passion for efficiency are integral for this position which has excellent potential for growth in the governmental investments and finance sectors.General Function:This role will work closely with the Chief Investment Officer to facilitate the administration of an over $18 billion publicly funded state investment portfolio. The Investment Analyst will take ownership of assigned processes, assist in ongoing operational and reporting improvements, and help identify efficiencies in portfolio support and compliance functions. This includes planning and preparing for meetings, presentations, investment reporting, and internal tracking systems in coordination with the Chief Investment Officer.Benefits:We proudly offer a comprehensive benefits package that supports the health, financial security, and work-life balance of eligible employees and their families:Generous Annual Benefit Allowance: Up to $21,934 to help cover insurance premiums for employees and their families.Comprehensive Insurance Plans: A variety of options with no exclusions for pre-existing conditions.Flexible Spending Accounts (FSAs): Pre-tax savings for healthcare and dependent care expenses.Retirement Savings Plans: Pathfinder Defined Contribution Plan: Employer matches 6% of a minimum 4.5% employee contribution (up to 7% if the employee contributes 7%). OPERS Defined Benefit Plan: Available for reenrollment to employees enrolled prior to November 1, 2015.Paid Leave: 15 days annually during the first 1–5 years of service. 18 days annually for 5–10 years of service. 20 days annually for 10–20 years of service. 25 days annually for over 20 years of service.Sick leave: Accrued at 15 days per year.Holidays: Eleven paid holidays annually.Employee Discounts: Special rates with various vendors and companies.Longevity Payment: Monetary rewards beginning at two years of service to recognize dedicated tenure.Thrive: Empower Oklahoma State employees to improve & enhance their well-being.This robust benefits package reflects our commitment to the well-being, financial security, and work-life harmony of our team members.Physical Demands and Work Environment:Work is typically performed in an office setting with climate-controlled settings and exposure to moderate noise levels. While performing the duties of the job, employees are required to communicate, move about inside the office, perform keyboard and 10-key entries. This position requires long periods of remaining in a stationary position and daily use of a computer and phone.Essential Functions:The functions within this job family will vary by level, but may include the following:Supports the Chief Investment Officer in various position related tasks.When directed, will act on behalf of the Chief Investment Officer.Monitor and suggest updates to the agency website investment information as needed.Preparation of meeting materials, meeting minutes, roll call votes, and conducts follow-ups, as necessary.Prepares various reports and the monthly Investment Report memorandum.Use resources to promote investment services.Assist in the generation of proposals and preparing investment portfolio information.Interfaces with other internal and external stakeholders and staff regarding investments and investment services.Execute trading and rebalancing activities.Assist with market investment research, allocations, and structures.Assist in risk analysis and reporting.Record stock/bond activity from custodial reports to the unclaimed property system, including dividends, corporate actions, sales, etc.Receipt monthly bank wires received from the custodian to the stock/bond activity post.Versed in Oklahoma Open Meetings and Open Records Act requirements to provide and post public records, notices and reports.Demonstrated intellectual curiosity.Analyze internal workflows and recommend improvements to enhance efficiency, accuracy, and reporting timelines.Collaborate with investment, operations, and legal staff to improve division-level coordination, tracking systems, and audit readiness.Other duties as assigned.Complexity Of Knowledge, Skills, and Abilities:Knowledge ofPreparing monthly statements and processing invoices.Capital markets and macroeconomics.Computer technology related to accounting systems, including Excel.General accounting & bookkeeping principles, theories, financial statements and reports, accounting ledgers, and journals are essential.Preparing and processing all paperwork needed for investments.Rules and statutes related to the Oklahoma Open Meetings and Open Records Act.Familiarity with fixed income, cash management, and state investment statutes preferred.Best practices for investment policy documentation, portfolio administration, and audit documentation.Skills inTechnical proficiency related to office equipment, Microsoft 365 Suite products, basicAccounting, auditing, and/or bookkeeping experience are essential.Working effectively and collaboratively in a team environment, participating, communicating, and assisting.Being detail oriented with the utmost meticulous attention being given to details, policy, procedures, and data entry.Analytical skills that are required to identify irregularities, find the source of issues, and take corrective action.Organization & time management, prioritizing and balancing multiple projects is essential to job success.Professional writing skills to draft memorandums, summaries, request for proposals, and reporting narratives.Documenting and implementing process improvements, new tracking mechanisms, and system upgrades.Ability toBe a proactive self-starter who uses good judgment and critical thinking along with strong analytical and problem-solving skills.Read, interpret, and apply investment policies, statutes, regulatory requirements, and standard operating procedures.Communicate and express ideas clearly and concisely, both orally and in writing.Thrive in a fast-paced environment.Collaborate with diverse teams on a variety of projects.Implement strategic plans, adapt rapidly, and build trust through quality of work.Cope with stress related to standard job functions, including, but not limited to meeting deadlines, receiving customer complaints, and finding resolutions to the same, interactions with internal and external clients, multitasking and ability to handle a high volume of work assignments, and all other duties as assigned.Education and Experience Requirements:Requirements at this level consist ofApplicants should possess a bachelor’s degree in accounting, business, economics, finance, or a closely related field, and relevant relatable experience to be considered for this vacancy.Experience in the public finance sector or state government is preferred.At least 1-3 years of progressively responsible administrative or financial operations experience is strongly preferred.Attainment of the Certified Treasury Professional (CTP) designation through the Association for Finance Professionals is required within three (3) years of initial hiring with required work experience.Additional consideration will be given to applicants who possess certifications or qualifications that demonstrate expertise in this career field.Special Requirements:Core working hours are Monday through Friday, 08:30 am to 5:00pm, providing for a 30-minute lunch period.All newly hired and rehired state employees are subject to a minimum 6-month to 1-year trial period.Job-related travel may be required as needed for conferences and seminar attendance.This position is At-Will and FLSA Non-Exempt.Additional Requirements:Education, certification, or license proof must be provided with application.All applicants must be legally authorized to work in the United States.This job description is not designed to cover nor contain a comprehensive listing of activities, duties or responsibilities that are required of the applicant selected for this job. Duties, responsibilities, and activities may change at any time with or without notice based upon agency and divisional needs.Equal Opportunity EmploymentThe State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.Current active State of Oklahoma employees must apply for open positions internally through the Workday .