Portfolio Analyst

STATE TREASURER

The Arizona State Treasurer’s Office protects taxpayer money by serving as the State’s bank and fiduciary agent, providing investment management, financial information and services. The State Treasurer is seeking talented people to help move Arizona forward!

Job Summary:

The Portfolio Analyst supports Treasury Portfolio Managers by evaluating potential new credit programs for investment as well as monitoring existing investments. The position allows the office to generate larger returns while maintaining requirements for safety and liquidity, all while reducing risk. The position provides the State of Arizona with additional protection against catastrophic credit events and improve risk adjusted returns.

This position may offer the ability to work remotely, within Arizona, based upon the department's business needs and continual meeting of expected performance measures.

The State of Arizona strives for a work culture that affords employees flexibility, autonomy, and trust. Across our many agencies, boards, and commissions, many State employees participate in the State’s Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling spaces. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance.

• Read, analyze, and interpret financial statements and complex financial data to recommend new credits and present findings to the Investment Risk Management Committee for possible addition to the approved credit list.
• Analyze and recommend mortgage bonds issued by Fannie Mae, Freddie Mac, and Farmer Mac. Review and monitor financial conditions of individual companies and credit programs.
• Interact with third-party providers for additional inputs into the research process.
• As a voting member of the Investment Risk Management Committee, this position will help develop strategies for investing the portfolio for the best beneficiary advantage.

• An understanding of the stock and bond market with experience and emphasis on pricing of collateral.
• An understanding of how bonds trade and how they are structured and pay.
• An education and experience in analyzing corporate fundamentals and strengths.
• An understanding of accounting functions and procedures pertaining to general & investment accounting and financial data management.
• Experience in Bloomberg Professional Analytics.
• Excellent written and verbal communication skills.
• Ability to create and give presentations to small and large audiences.
• Ability to create and maintain effective professional relationships.

The ideal candidate will have a bachelor’s degree from an accredited college or university in finance, economics, accounting or a related field. CPA, CFA or CFA candidate preferred.

Candidates will be subject to a criminal background check.

All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

• Sick leave
• Vacation with 10 paid holidays per year
• Health and dental insurance
• Retirement plan
• Life insurance and long-term disability insurance
• Optional employee benefits include short-term disability insurance, deferred compensation plans, and supplemental life insurance

By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.

Learn more about the Paid Parental Leave program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page.

State of Arizona employees are required to participate in the Arizona State Retirement System (ASRS).

If you have any questions please feel free to contact Treasury HR at .