Investment Specialist jobs in United States
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Office of the Illinois State Treasurer · 18 hours ago

Investment Specialist

The Office of the Illinois State Treasurer is seeking an Investment Specialist to support the Chief Investment Officer and the Investment Division. This entry-level role involves assisting with various investment activities and contributing to projects that enhance operational efficiency and transparency.

Financial Services
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Responsibilities

Provides multifaceted support to the various divisions (ex: investments, procurement, legislative, communications) within the Office of the Illinois State Treasurer in executing the investment, diversity, and sustainability objectives of the Office of the Illinois State Treasurer
Conduct investment and macroeconomic research, compile data, and develop insights to support investment decision-making
Help prepare materials, research, due diligence documentation, and investment reviews for current and prospective investment managers for the Public Market and Private Market Investment Portfolios
Prepare briefing materials, memos, and summaries for internal and external meetings
Assist with scheduling, meeting coordination, and follow-up actions to ensure effective execution of the Chief Investment Officer’s priorities
Contribute to quality control efforts ensuring accuracy, consistency, and clarity of internal and external deliverables
Support cross-functional initiatives and special projects led by the Investment Division
Collaborate with the operations team to improve reporting workflows, document controls, and data organization
Support process improvement and technology initiatives that enhance operational efficiency
Conducts project management activities including the monitoring, overseeing and facilitating of the timely execution of key initiatives and operational enhancements for the Office
Corresponds and interacts with various external entities including other State agencies as well as outside private sector organizations
Any other duties as assigned towards the execution of the Treasurer’s mission

Qualification

Investment researchQuantitative analysisQualitative analysisMicrosoft ExcelMicrosoft PowerPointMicrosoft WordProject managementMulti-taskingCommunication skillsAttention to detailInterpersonal skills

Required

Bachelor's degree in business, administration, finance, economics, accounting, public policy, or any other related field
0-3 years of experience in areas of finance, business administration, economics, public policy, and/or a related field preferred
Strong written and oral communication and presentation skills
Quantitative and qualitative analysis skills
Ability to multi-task, prioritize, and simultaneously manage multiple projects
Meticulous attention to detail
Ability to maintain satisfactory working relationships and communicate effectively with all levels of staff and the general public
Proficiency with Microsoft Word, Excel, PowerPoint and related applications

Preferred

Public sector experience in the above-mentioned fields is desirable

Company

Office of the Illinois State Treasurer

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The Illinois State Treasurer’s Office is dedicated to protecting the state’s portfolio, ensuring the liquidity of all investments, and consistently producing earnings at or above industry standards.

Funding

Current Stage
Growth Stage

Leadership Team

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JJ Hanley
Deputy Chief Officer - Financial Products
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