Investment Analyst , Engagement

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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 Orgon State Treasury to maximize the value of Treasury'sinvestments. This role functions by providing rigorous research and analytics on corporate governance and material Environmental, Social, and Governance (ESG) risks to inform engagement strategy.

This position is classified as an Investment Analyst 1. The goal of this recruitment is to fill the position as an Investment Analyst
1. However, there is alsoan optionto underfill. We encourage you to apply if you meet the minimum qualifications for an Investment Analyst Entry, as we may consider under-filling. Under-filling will not exceed 24 months. Minimum qualifications for both the Investment Analyst 1 and Investment Analyst Entry are listed below.

Job Duties Summary

Under the supervision of the Senior Investment Officer (SIO), Engagement, the Analyst manages the end-to-end proxy voting lifecycle, ensuringaccuratevote execution and policy alignment. The Analyst performs first-level research to inform voting recommendations, focusing on material ESG risks, shareholder rights, and executive compensation.

This role encompasses daily oversight of OST's proxy voting, including managing relationships with proxy advisory services and external providers to ensure research is synthesized and distributed to the SIO or IO. Key operational duties include monitoring ballots toidentifyand escalate high-sensitivity issues for senior review, executing management-approved changes, and processing routine matters independently. The Analyst generates reports on proxy activity, tracks emerging governance trends, and coordinates with advisors to ensure executed votes reflect internal research and the Analyst's informed assessments.

Beyond the proxy cycle, the Analyst supports the 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.

Core Responsibilities:

• 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 tofacilitateinvestment 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 tomonitoremerging issues and align corporate governance reporting with internal operational standards.

• Represent the team in strategic partnership forums toidentifyemerging risks and actionable opportunities for integration.

• Represent the organization in strategic partnerships to stay abreast of ESG issues and ensure coalition activitiesremainconsistent with internal corporate governanceobjectives.

• Collaborate with internal and external partners to communicate the organization's work, ensuring the consistent collection and distribution of materials highlighting Engagement team initiatives.

Work Schedule

This position will have the opportunity for a hybrid (remote and in-office) work location schedule; in-office work will bepredominately from Treasury's office in Tigard. The hybrid schedule requires a minimum of eight times per year in-office presence, spread over each quarter of the year and at times requireadditionalin office time tofacilitatemeetings with vendors. Additionally, during the onboarding period there will be the need for direct supervision and team collaboration/contact with other employees, and therefore requires training and thus more time in the office.

Once training reaches a satisfactory level, more independent work is possible.

Salary Range

Salary range for the Investment Analyst Entry: $54,228-$82,848annually.

Salary range for the Investment Analyst 1:$65,496-$100,224annually.

Salary placement within the range isdeterminedby an internal pay equity review and is based on factors such as relevant experience, relevant education, etc. Candidates with less years of relevant experience may be placed toward the lower end of the range, while candidates with more extensive experience may be placed higher in the range.

Job Classification

This position is classified as an Investment Analyst 1.The goal of this recruitment is to fill the position as an Investment Analyst
1. However, there is alsoan optionto underfill. We encourage you to apply if you meet the minimum qualifications for an Investment Analyst Entry, as we may consider under-filling. Under-filling will not exceed 24 months. Minimum qualifications for both the Investment Analyst 1 and Investment Analyst Entry are listed below.

This position isa SEIU…