Investment Analyst

Description of WorkThe Investment Management Division is hiring an Investment Analyst. Analysts with experience working with a Pension, Family Office, Endowment, Investment Consultant, Management Consulting are encouraged to apply. 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: $75,000 - $110,000This position has been designated as Exempt in accordance with North Carolina General Statute § 126-5 (c12)The Investment Analyst assists the Investment Director and Portfolio Manager(s) in monitoring the existing portfolio and analyzing potential investments. The Analyst performs tasks that support the entire team including scheduling key activities, researching, analyzing, and preparing specialized reports for the asset class. Duties include, but not be limited to:• Analyze financial information, calculate performance, complete attribution analysis and other metrics to accurately gauge investment merits and considerations• Participate in existing and potential manager meetings, both internal and external, and document findings from those meetings• Assist in the creation of investment memos, including the creation of charts and graphs to illustrate the analysis• Assist in maintaining a cash flow allocation forecast model• Generate recurring and ad hoc reports as necessary for presentations to internal and external stakeholders such as the Chief Investment Officer, Treasurer, Investment Advisory Committee, and Plan Participants• Travel: 10%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.Our campus is located on Atlantic Avenue, is surrounded by many shopping centers and restaurants, has access to a 24-hour 7-day-a-week free gym on the campus, and has free employee parking.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) https://www.nctreasurer.com/media/3288/download?attachment.Knowledge, Skills and Abilities / CompetenciesQualified applicants must possess, and application must clearly reflect work experience that demonstrates the following:• Professional understanding of the principles and practices of institutional investment management, capital markets, and portfolio analysis as it relates to Fixed Income, Equities, or Alternative investments investment strategies.• Knowledge of statistical methods and ability to independently interpret and apply them in a dynamic investment environment.• Experience applying statistical frameworks to financial modeling and practical investment considerations.• Advanced experience with Excel, PowerPoint, Word, and Statistical Analysis.• Proven ability to compile, monitor, and examine various financial, performance, and/or data reports for accuracy, integrity, and conformance to performance benchmarks; to draw conclusions and prepare written findings and presentations; make recommendations as supported by facts; create charts and graphs to illustrate analysis of investment memos, and recognize and research unusual activity for further investigation.• Demonstrated ability to prepare written and/or technical products that convey concise, comprehensive, and accurate findings and conform to guidelines; to provide appropriate documentation to support conclusions; and consult on issues of moderate complexity.Management Preferences• Industry certifications (i.e, CFA, CAIA) or advanced degrees in related fields• 2+ years of experience working with a Pension, Family Office, Endowment, Investment Consultant, Management Consulting, or similar roleMinimum Education and Experience RequirementsSome state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details.Bachelor’s degree in accounting, business, economics, finance, investment, statistics or related discipline with significant credit hours in accounting, finance, or financial modeling coursework; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.Supplemental and Contact Information• 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.This office uses the Merit-Based Recruitment and Selection Plan to fill positions with highly qualified individuals. All applicants must complete and submit a State application for employment using the NEOGOV Online Job Application System (OSHR - Work for NC ) for the State of North Carolina. To receive credit for your work history and credentials, you must list the information on the online application form. Any information omitted from the application cannot be considered in screening for qualifying credit. Attached or incorporated resumes (including Text resumes on application form) WILL NOT be used for screening for qualifying credit. Please make sure you complete the application in full. For additional information about applications and processes with the state of NC Please visit: How Do I Get the JobThe 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• North Carolina Army National Guard• North Carolina Air National Guard• 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. Other attachments will also be accepted, but not used in screening for qualifying credit.Please note, foreign degrees require an official evaluation for U.S. equivalency, and must be submitted to Human Resources for verification. There are several organizations that perform this specialized service, feel free to use any service of your choosing. For your convenience a couple are listed below:• International Education Research Foundation - (310) 258-9451 or www.ierf.org• World Education Services Inc. - (212) 966-6311 or www.wes.orgDue to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account and click "Application Status". It is not necessary to contact the Human Resources Office to check the status of an application.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.