restaurant | Investment Officer 1 - Private Equity in Portland, OR

Investment Officer 1 - Private Equity

  • Oregon State Treasury
  • $65,550.00 - 117,320.00 / Year *
  • 4408 SE Franklin St
  • Portland, OR 97222
  • Full-Time
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Location: Tigard - OST

Initial Posting Date:

02/25/2019

Application Deadline:

04/02/2019

Agency:

Oregon State Treasury

Salary Range:

$9,463 - $14,077

Position Type:

Employee

Position Title:

Investment Officer 1 - Private Equity

Job Description:

Oregon State Treasury is recruiting for the position of Investment Officer 1 for Private Equity. This position is part of the Investment Division, reporting to the Senior Investment Officer, and is located in our Tigard office. The purpose of this position is to support the day-to-day activities of the Private Equity Program and to collaborate with the Senior Investment Officer in the ongoing oversight of the various limited partnership investments. For the position of Investment Officer 1, there is additional potential of up to 30% of base compensation.

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 and cash. OST also manages a banking program that processes over $250 billion in transactions annually, a debt management program responsible for issuing and monitoring approximately $10 billion in state debt, a multi-faceted 529 savings plan, and an IRA based retirement savings program for the public. 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, and 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.

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).

PUBLIC SERVICE LOAN FORGIVENESS PROGRAM: If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan Forgiveness Program (PSLF). Learn more to see whether you qualify at PSLF Program.

OUR VALUES & PRINCIPLES

INTEGRITY---INNOVATION---DIVERSITY---TRUST---PROFESSIONALISM---ACCESSIBILITY

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.

What you'll do...

  • Conduct independent evaluations of investment proposals;
  • Screen prospective investments and perform due diligence;
  • Work with legal counsel to negotiate terms and conditions;
  • Manage relationships with existing general partners;
  • Monitor partnership compliance;
  • Make presentations at board meetings; and
  • Perform industry and portfolio analysis.

We're looking for an individual who is...

  • Knowledgeable of private equity investment strategies and markets, as well as a familiar with institutional managers in private equity investment management;
  • Experienced selecting, monitoring, and managing financial relationships;
  • Able to balance priorities as project timelines dictate;
  • Adept at written and verbal communication, as well as public speaking;
  • Able to build and utilize a financial model to draw conclusions or highlight issues from track record data;
  • Flexible, patient, and keen with problem solving;
  • Excellent with interpersonal skills;
  • Proficient with analytical skills, including quantitative and qualitative;
  • Knowledgeable of financial accounting concepts and business models across sectors; and
  • Able to travel regularly and on an ad-hoc basis, including travel outside the US.

TO QUALIFY

You must have the following:

  • A bachelor's degree in business or finance, or any degree demonstrating the capacity for investment management knowledge and skill.
  • Five years of investment management experience including two years of asset/portfolio management experience. MBA or similar graduate-level degree, Chartered Financial Analyst, or Chartered Alternative Investment Analyst designation may substitute for two of the five years' experience requirement.

HOW TO APPLY

We will accept applications through the closing date; however, we may close this recruitment early if we receive a well-qualified pool. If interested, please apply early.

In order to apply for this position, you are required to complete the following: fill out the application, upload your resume, and upload a cover letter (no more than three pages in length) that describes:

  • How you obtained knowledge of private equity investment strategies and markets, as well as familiarity with institutional managers in private equity investment management, and your plan to continue advancing your knowledge;
  • Your experience selecting, monitoring, and managing financial relationships, as well as your investment analysis skills;
  • Your ability and experience with communicating complex elements of private equity management (include how you articulate key issues to multiple constituencies);
  • How your educational background has prepared you for this position;
  • Your demonstrated commitment to integrity, ethics, and independence, as well as your familiarity with CFA Institute Standards of Practices Handbook; and
  • Your ability and willingness to travel out of state and out of country.

BACKGROUND CHECK
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.

WORK AUTHORIZATION
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.

VETERANS' PREFERENCE
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-(see application details)

OST is an equal opportunity, affirmative action employer committed to a diverse workforce.

by Jobble


Associated topics: bond, brokerage, buy, commodities, fiduciary, ira, nasdaq, purchase, risk, security


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.