Investment Officer , Diversifying Strategies

Position: Investment Officer 1, Diversifying Strategies
Oregon State Treasury is recruiting for the position of Investment Officer 1, Diversifying Strategies. The primary purpose of this position is to support the day-to-day investment and administrative activities of the Diversifying Strategies Portfolios, and to share the ongoing oversight of various investments with the Senior Investment Officer, Diversifying Strategies.  
** Job Duties Summary
** Collaborates with the Diversifying Strategies team to screen prospective investments and works with the Senior Investment Officer, Diversifying Strategies on favorable recommendations for further evaluation.

Participates in the due diligence and works with Oregon Investment Council (“OIC”) advisory firms on their due diligence efforts prior to Investment Committee recommendation for investment approval.

Works with legal counsel to negotiate terms and conditions of various agreements and contracts, following approval.

Due diligence efforts require on site visits to the general partners to make independent, qualitative assessments thereof.

Works with the Senior Investment Officer, Diversifying Strategies todeterminewhether or notan investment recommendation should be made and presented.

Assistsin the preparation of presentation materials in support of recommendations to various committees.

Works with the Senior Investment Officer, Diversifying Strategies tomonitorand coordinate the activities of the advisory firmsretainedto monitor and report on the Diversifying Strategies Portfolios.

With the Senior Investment Officer, Diversifying Strategies may make presentations to the OIC.May make presentations to multiple internal committeesregardinginvestment recommendations and portfolio review. with the guidance of the Senior Investment Officer, Diversifying Strategies.

This position will have the opportunity for a hybrid (remote and in-office) work location schedule; in-office work will be predominately from Treasury’s $143,268-$225,792 annually. For this position there is additional potential of up to 30% of base compensation. This position is eligible for relocation reimbursement. 1, 2026, the compensation plan for this position will be increased to reflect a Cost-of-Living Adjustment (COLA) of This position is classified as a Investment Officer
1. This position is
** Required

Minimum Qualifications
** 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 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.  Experience in the institutional investment industry (investment consultant, asset manager, pension, endowment, foundation, etc.)

with role progression, demonstrating success and increasing responsibility.

Experience researching, underwriting, and monitoring diversifying strategies investment managers.

Experience with diversifying strategies portfolio construction and risk management.

Experience with investment programs such as eVestment, Factset, Bloomberg, Albourne Castle, and sophisticated Excel spreadsheets.

Experience writing manager due diligence reports and presenting to committees or other large groups. Time Management – Prioritizes and manages time effectively across various competing tasks, demonstrating focus and adaptability, arriving on time for meetings, and meeting deadlines.

Attention to Detail – Demonstrates accuracy and thoroughness when accomplishing tasks.

Please make sure the attributes and qualifications you possess are clearly demonstrated in your application materials. Following these instructions and providing this information will be used to determine which candidates will be selected to move forward in the process.
** Benefits of Joining Our Team
** PERS retirement benefits;

Optional benefits include optional life, short & long term disability, accidental death and dismemberment, Oregon Savings Growth Plan (deferred compensation plan), flexible spending accounts, long term care insurance, employee assistance program, and more!
#J-18808-Ljbffr