Investment Analyst 1, Engagement

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'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.

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 also an option to 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, ensuring accurate vote 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 to identify and 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 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.

• Represent the organization in strategic partnerships to stay abreast of ESG issues and ensure coalition activities remain consistent with internal corporate governance objectives.

• 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 be predominately 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 require additional in office time to facilitate meetings 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-$82,848 annually.

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

Salary placement within the range is determined by 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 also an option to 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 is a SEIU represented position .

Required Minimum Qualifications

Required Minimum Qualifications for the Investment Analyst Entry:

A Bachelor's Degree in Business or Finance, or any other degree demonstrating the capacity for the above-listed knowledge and skills;OR

A valid certification as a Chartered Financial Analyst (CFA);OR

Any combination of professional experience and education equivalent to three years of technical-level experience consistent with the knowledge and skill requirements listed above.

Required Minimum Qualifications for the Investment Analyst 1:

A Bachelor's Degree in Business or Finance, or any other degree demonstrating the capacity for the above-listed knowledge and skills; and two years professional-level evaluative, analytical and planning work;OR

A valid certification as a Chartered Financial Analyst (CFA) and 1 year of experience;OR

Any combination of professional experience and education equivalent to five years of technical-level experience that typically supports the knowledge and skill requirements listed above.

Desired Attributes

Job Specific Attributes

• Professional level experience that is relevant to the position; experience closely matches the duties of the position as outlined above.

• 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 Environmental, Social, and Governance (ESG) frameworks and the ability to identify potential conflicts between corporate practices and long-term shareholder value. .

• Professional proficiency in use of the Microsoft Office Suite (Excel for data modeling, PowerPoint for presentations, Word, and Outlook).

• In the process of obtaining 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.

• The ability to follow official policies and organizational goals consistently.

Core Attributes

• Respect - Treats all individuals fairly and respectfully; works effectively with others; fosters an environment where opportunities to thrive are available to all; respects different values and viewpoints.

• Teamwork - Acts in a professional, respectful, and courteous manner, recognizes the worth of others, and places the good of the team ahead of personal objectives.

• Flexibility - Demonstrates willingness to change to meet organizational needs, professionally handles discomfort with a changing work environment, and remains calm in stressful situations.

• Communication - Effectively articulates and exchanges information with internal and external stakeholders. Is prompt in responding to questions and inquiries.

• Initiative - Takes appropriate action without waiting for explicit instructions, generates creative approaches to addressing problems and opportunities.

• Critical Thinking - Identifies and weighs options, makes sound decisions after reviewing all relevant information, plans for potential problems, takes calculated risks, and recognizes impact of solutions.

• 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.

How to Apply

Youare required toupload your resume and a cover letterthat addresses the two prompted questions below:

1) Describe a professional or academic situation where youwere requiredto execute a task, policy, or decision that conflicted with your personal perspective. How did you decide whether to prioritize your personal views or your professional duty, and what was the outcome?

2) What attracts you to the application of ESG and sustainability principles within a professional investment framework?

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.

We will accept applications through the job announcement closing date, however, we may close this recruitment early, if we receive a well-qualified applicant pool. If interested, please apply early.

Benefits of Joining Our Team

• 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!

About Oregon State Treasury

Oregon State Treasury is focused on improving the financial well-being of all Oregonians. We provide low-cost programs for governments, and empower Oregonians to invest in themselves and their loved ones for a more secure future.

We are committed to cultivating a workplace that is diverse, inclusive, and respectful. We value and

support the collective differences in who we are and celebrate the fact that everyone comes to the table as their own unique individual. We believe this commitment empowers our success and makes Oregon State Treasury an excellent place to work. As Treasury employees, our commitment to diversity, equity, and inclusion makes this a safe environment for us to ask questions, learn, and grow, and helps us to better serve Oregonians.

Our Values and Principles

INTEGRITY---INNOVATION---DIVERSITY---TRUST---PROFESSIONALISM---ACCESSIBILITY

Please visit the following webpage to learn more about Oregon State Treasury: https://www.oregon.gov/treasury/Pages/index.aspx

Special Information

• Prospective employees are subject to an extensive background check that may include, but not be limited to, validation of all application materials, prior employment, and professional references, driving records and fingerprint-based state and federal criminal and civil records. Adverse background data may be grounds for immediate disqualification.

• OST does not offer visa sponsorships, and within three days of hire, the successful candidate will be required to complete the U.S. Department of Homeland Security form I-9, confirming authorization to work in the United States.

• Oregon state government provides preference in employment to qualifying veterans, disabled veterans, as well as current and former servicemembers of the Oregon National Guard, in accordance with ORS 408.225, 408.230, and 408.235. To receive preference you must attach appropriate documentation as outlined by the Department of Administrative Services at the following website: Veterans Resources. You may also call the Oregon Department of Veterans' Affairs at 1-800-692-9666.

• OST is an equal opportunity, affirmative action employer committed to a diverse workforce.

• Consistent with the Americans with Disabilities Act (ADA), Oregon State Treasury will provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. Requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please call Oregon State Treasury at 503-378-4000 and request to be connected to Human Resources.