Investment Analyst 1, Engagement

State of Oregon • Tigard, OR

4d • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.
• 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.

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.

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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level