Financial Director III

State of VermontCalais, VT
Onsite

About The Position

This position is for an Investment Associate to join a public pension investment team to support the management, analysis, and oversight of an $8 billion multi-asset class institutional portfolio across public and private markets. Working with a high degree of professional independence under the general direction of the Deputy Chief Investment Officer, this role combines operational precision, analytical rigor, and investment curiosity to evaluate complex private market commitments, analyze public market performance, prepare institutional reporting, among other duties as assigned. The ideal candidate will serve as a liaison with external investment managers, consultants, the master custodian, among others.

Requirements

  • Master's degree in accounting, business or public administration or a related field AND three (3) years of professional level accounting, budgeting, fiscal auditing, fiscal analysis, federal program fiscal administration or other professional level fiscal operations experience including managing a major fiscal program or operation.
  • Bachelor's degree in accounting or a bachelor's degree in any discipline that includes or is supplemented by 20 credit hours in accounting and four (4) years of professional level accounting, budgeting, fiscal auditing, fiscal analysis, federal program fiscal administration or other professional level fiscal operations experience which has included managing a major fiscal program or operation.
  • Associate's degree AND seven (7) years or more of professional level accounting, budgeting, fiscal auditing, fiscal analysis, federal program fiscal administration or other professional level fiscal operations experience which has included experience managing programs, funding sources or staff.
  • High School diploma AND nine (9) years or more of professional level accounting, budgeting, fiscal auditing, fiscal analysis, federal program fiscal administration or other professional level fiscal operations experience which has included experience managing programs, funding sources or staff.
  • One (1) year or more of experience as a Financial Director II with the State of Vermont.

Nice To Haves

  • Experience managing large fiscal operations.
  • Experience working with the VISION system (VISION is the State of Vermont PeopleSoft financial management system) may be required for some positions.

Responsibilities

  • Support the management, analysis, and oversight of an $8 billion multi-asset class institutional portfolio across public and private markets.
  • Evaluate complex private market commitments.
  • Analyze public market performance.
  • Prepare institutional reporting.
  • Serve as a liaison with external investment managers, consultants, and the master custodian.

Benefits

  • 80% State paid medical premium
  • Dental plan at no cost for employees and their families
  • 12 paid holidays each year
  • Generous leave plan
  • State Paid Family and Medical Leave Insurance (FMLI)
  • State defined benefit pension plan
  • Deferred compensation 457(b) plan
  • Tuition Reimbursement
  • Flexible spending healthcare reimbursement accounts
  • Flexible spending childcare reimbursement accounts
  • Low cost group life insurance
  • Incentive-based Wellness Program
  • Qualified Employer for Public Service Student Loan Forgiveness Program
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