State of Oregon · 2 hours ago
Investment Officer 1, Diversifying Strategies
Salem, OR
Full-time
Hybrid
Mid, Senior Level
$143K/yr - $226K/yr
5+ years expOregon 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 collaborate with the Senior Investment Officer on investment oversight.
GovernmentNon ProfitPublic SafetySocial
No H1B
U.S. Citizen Only
Responsibilities
Supports and participates in the independent evaluation of investment proposals submitted for possible portfolio inclusion
Receives and reviews strategy presentations, takes frequent meetings with prospective general partners, managers, and placement agents and determines whether further review of proposed investment strategy is appropriate
Expected analysis encompasses the identification and documentation of each investment opportunity and its unique characteristics, evaluation of those characteristics relative to other, competing diversifying strategies investment opportunities, general partner track record assessment and a thorough inventory and evaluation of all other terms and conditions
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 to determine whether or not an investment recommendation should be made and presented
Assists in the preparation of presentation materials in support of recommendations to various committees
Works independently and as guided to perform industry and portfolio analysis and conduct research projects in support of the Diversifying Strategies Portfolios
Attend industry-related conferences and events
Manages day-to-day communication with existing general partners with which the Funds have invested
Meets frequently with existing general partners to discuss firm updates, portfolio performance, attribution, positioning, and outlook
Monitors partnership compliance, fee and performance metrics using reports from, and discussions with, advisors and general partner personnel, and evaluates findings on both an absolute and relative basis
Uses various systems to analyze and evaluate the Diversifying Strategies Portfolios, individual partnerships, and specific investments
Works with the Senior Investment Officer, Diversifying Strategies to monitor and coordinate the activities of the advisory firms retained to 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 committees regarding investment recommendations and portfolio review. with the guidance of the Senior Investment Officer, Diversifying Strategies
Qualification
Required
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
Preferred
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
Relevant advanced degree or CFA/CAIA designations preferred
Benefits
Low employee premium share for medical, dental, vision, and basic employee life (1% or 5% employee share);
Robust paid leave package, such as vacation, personal business, holidays, sick leave, and floating day of leave;
PERS retirement benefits;
Support with training and development;
Student loan forgiveness under the Public Service Loan Forgiveness Program (PSLF);
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!
Company
State of Oregon
Official LinkedIn page for the state of Oregon. Oregon is a state in the Pacific Northwest region of the United States.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
William Wise
Chief Executive Officer
Kate Nass
Chief Financial Officer
Recent News
2025-05-04
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