Investment Analyst , Engagement

Job Description

Oregon State Treasury is recruiting for the position of Investment Analyst, Engagement. The primary purpose of this position is to support the Engagement team for the Oregon State Treasury to maximize the value of Treasury’s investments. This role functions by providing rigorous research and analytics on corporate governance and material Environmental, Social, and Governance (ESG) risks to inform engagement strategy.

Position:
Investment Analyst 1, Engagement (optionally under‑filled to Investment Analyst Entry). Salary range for Investment Analyst Entry: $54,228‑$82,848 annually. Salary range for Investment Analyst 1: $65,496‑$100,224 annually.

Under the supervision of the Senior Investment Officer (SIO), Engagement, the Analyst manages the end‑to‑end proxy voting lifecycle, ensuring accurate vote execution and policy alignment.

• Deliver high‑quality research and recommendations on material ESG issues to the Engagement team and executive staff.
• Support the broader engagement team by generating reports and gathering data from various systems to facilitate investment analysis and directed priorities.
• Provide research and initial insights on emerging investment issues and non‑proxy topics as directed by the SIO.
• Coordinate strategic coalition participation to monitor emerging issues and align corporate governance reporting with internal operational standards.
• Represent the team in strategic partnership forums to identify emerging risks and actionable opportunities for integration.
• Collaborate with internal and external partners to communicate the organization’s work, ensuring consistent collection and distribution of materials highlighting Engagement team initiatives.

Beyond the proxy cycle, the Analyst supports research of various investment and emerging issues by gathering data, running specialized reports, and offering preliminary insights to aid the team's decision‑making process.

Required Minimum Qualifications for Investment Analyst Entry:

• Bachelor’s Degree in Business or Finance, or any degree demonstrating the capacity for the above-listed knowledge and skills; OR
• Valid certification as a Chartered Financial Analyst (CFA); OR
• Combination of professional experience and education equivalent to three years of technical‑level experience consistent with the knowledge and skill requirements.

Required Minimum Qualifications for Investment Analyst 1:

• Bachelor’s Degree in Business or Finance, or any degree demonstrating the capacity for the above-listed knowledge and skills, and two years professional‑level evaluative, analytical and planning work; OR
• Valid certification as a Chartered Financial Analyst (CFA) and one year of experience; OR
• Combination of professional experience and education equivalent to five years of technical‑level experience that typically supports the knowledge and skill requirements.

Job Specific Attributes:

• Professional level experience relevant to the position; experience closely matches the duties.
• Analytical skills with the ability to summarize complex information into simple, actionable findings.
• Solid foundational knowledge in Finance or Economics, with the ability to translate complex market data and corporate performance metrics into material financial risks that impact long‑term value.
• Demonstrated ability to uphold fiduciary responsibilities by executing organizational strategies and policies with professional neutrality, even when they differ from personal perspectives.
• Foundational understanding of material ESG frameworks and the ability to identify potential conflicts between corporate practices and long‑term shareholder value.
• Professional proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• In the process of obtaining a professional designation (CFA, CAIA, FRM, CIPM, CPA, etc.) or demonstrated coursework in finance, investments, or accounting.
• Understanding that sustainability is a financial risk factor, and an interest in how shareholders can address those risks to protect returns.
• Ability to follow official policies and organizational goals consistently.

Core Attributes:

• Respect –…