Stewardship Investment Officer (Hybrid, Tigard Oregon)
Oregon State Treasury is recruiting for the position of Stewardship Investment Officer.
This position is fundamental to our role as a fiduciary and asset manager. This position assists in the administration of a multi-billion dollar program with a focus on maximizing the value of our public equity holdings through corporate engagement, including direct contact with boards of directors, and partnering with external investment managers and stakeholders. Activities include outreach to investment managers, working collectively to identify and put into action strategies to improve governance of portfolio holdings; proxy voting; written campaigns; and various other means. The objective is to protect shareholder rights and encouraging independent boards to truly represent the interests of shareholders, while identifying and overseeing material risks, and minimizing conflicts of interest.
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 schedule will be approximately 90+% time spent remote with quarterly in-office presence.
The salary range for this position is $122,460 - $192,984 annually. This position is eligible for relocation reimbursement.
Minimum Qualifications for Our Position
- A bachelor’s degree in business or finance, or any degree demonstrating the capacity for investment management knowledge and skill and 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.
Desired Attributes for Our Ideal Candidate
- Experience evaluating investment opportunities and risks, conducting due diligence of investment managers, and managing relationships with investment managers.
- Experience developing and executing corporate engagement initiatives related to corporate governance, including proxy voting.
- Experience evaluating public policies, regulations, and compliance requirements that may impact public fund investments.
- Experience cultivating and maintaining effective collaboration with internal audiences and external parties (such as corporate board directors and stakeholders) to communicate and successfully implement initiatives.
- Excellent communication and presentation skills to develop and advance successful programs and initiatives.
- Excellent analytical skills for proper investment research and due diligence.
- Excellent attention to detail and quality of work.
- Regular travel required; ability to travel in-state, out-of-state, and out-of-country.
Important Application Details
In order to apply and be considered for this position, you are required to upload your resume, and a cover letter describing how your experience, training and education have prepared you for this position.
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 special holiday 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, weight watchers, 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 are devoted to prioritizing equity and addressing racial disparities, as well as ensuring a safe and accessible working environment for all. We believe all of this empowers our success and makes Oregon State Treasury an excellent place to work.
Oregon State Treasury is led by State Treasurer Tobias Read. As Treasurer, he is the state’s financial leader, the custodian of public funds and chief investment officer. We prioritize investing for the long term, doing business the right way, and empowering Oregonians to invest in themselves. We're proud of the work we do to help families, governments, and businesses succeed.
Our Values and Principles
Please visit the following webpage to learn more about Oregon State Treasury: https://www.oregon.gov/treasury/Pages/index.aspx
- 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 personal references, credit history, 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.
- Eligible veterans who meet the qualifications will be given veterans' preference. 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.