Applications must be filed at

https://capps.taleo.net/careersection/ex/jobdetail.ftl?job=00041648

About the Comptroller’s Office

Innovation, collaboration, and a commitment to excellence best describes the culture here at the Comptroller’s Office. We take pride in the work we do serving as Texas' accountant, tax collector, treasurer, and much more!

Culture

Our agency workforce is as diverse as the people of Texas we serve. We value our employees and take very seriously our collective commitment to public service. Personal development opportunities are strongly encouraged through available workshops, teambuilding exercises, and on the job training. We offer flexible scheduling that helps employees maintain a healthy work-life balance. If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you!

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General description

Join the Texas Treasury Safekeeping Trust Company as an Investment Analyst! Work involves performing highly advanced (senior-level) fundamental investment research and analysis work across asset classes, including public and private fixed income, public and private equity, real assets, and various alternative investment strategies. Works under minimal supervision, with extensive latitude for the use of initiative and independent judgment.

Minimum Qualifications:

• Graduation from an accredited four-year college or university with major coursework in finance, accounting, mathematics, business administration, or a related field.
• At least three years of experience in investment research, analysis, or consulting.

Preferred Qualifications:

• Preferred MBA, JD, or other graduate degree.

Substitution:

• One additional year of experience working in investment research, analysis, or consulting may substitute for each year (30 semester hours) of the required education with a maximum of 120 semester hours (four years).

Certifications:

• The following certifications are preferred: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA).

In this role, your responsibilities will include:

General Duties & Responsibilities:

• Monitors, researches and analyzes assigned geographic regions, economic sectors, and strategies for investment management decisions.
• Attends industry conferences; visits investment managers with Portfolio Managers; and maintains contacts within assigned geographic regions, economic sectors, and investment strategies.
• Leads investment due diligence efforts on specific strategies as instructed by Portfolio Managers and the CIO.
• Assists Portfolio Managers and CIO on co-investments across asset classes.
• Maintains documentation supporting investment recommendations and provides written and oral analysis as requested.
• Participates in group discussions regarding potential impact on portfolios.
• Prepares reports and assists Portfolio Managers and CIO with special projects.
• Reads industry specific, macroeconomic, microeconomic, financial, general business, and geopolitical research & analysis.
• Participates in internal and/or external training and development opportunities.

Specific Duties & Responsibilities:

• Maintains and updates information held in internal systems and databases.
• Screens, evaluates, and performs qualitative and quantitative analysis of prospective asset managers, strategies and funds.
• Assists Portfolio Managers and CIO in development of opportunistic and strategic investment themes and plans.
• Performs and evaluates quantitative and qualitative information of existing managers and strategies.
• Prepares detailed and summary reports and analysis for internal and external presentations.
• Performs other related work as assigned.

Knowledge of:

• Statistical concepts, methods, and their application to investment research analysis.
• Financial accounting.
• Securities markets and their operations.
• Macroeconomics.
• Investment analysis principles and terminology.

Skill in:

• Financial modeling.
• Effectively conveying information and encouraging an exchange of ideas
• Identifying, defining, and solving problems.

Ability to:

• Prepare concise reports.
• Conduct complex investment due diligence.
• Take initiative in researching new investment opportunities.
• Effectively communicate complex investment strategies.
• Maintain confidentiality and protect the privacy of state employees, taxpayers, and other members of the public.
• Follow all agency confidentiality, privacy, and information security policies and procedures.
• Appropriately store, secure, and protect sensitive records and other confidential documents and data in accordance with the agency’s certified Records Retention Schedule.
• Seek guidance and clarification from relevant agency specialists when potential confidential issues arise.
• Use discretion and appropriate judgement in communicating confidential and sensitive information.
• Work with others to achieve a common goal.
• Adjust to changing workplace demands.
• Meet the needs and expectations of internal and external customers.
• Effectively demonstrate skill and ability to perform the specific job duties and tasks as defined by a job description.
• Be dependable, meet deadlines and produce high-quality work.

Veterans:
To receive veteran's preference a copy of your DD214 (Member 4) is required.

Veterans, Reservist or Guardsmen with an MOS or additional duties that fall within the essential duties of the job position or other related fields pertaining to the minimum experience requirements may meet the minimum qualifications. All active duty, reservists, guardsmen, and veterans are encouraged to apply if they meet the qualifications for this position. Please call Human Resources, CPA Veterans Liaison at 512-475-3560/800-531-5441 for more information or assistance.

If selected for the position the following must be provided for proof of veterans’ preference:

• Veteran must provide form DD 214
• Surviving Spouse or Orphan must provide DD 1300 or DD 214.

Military Occupational Specialty (MOS) codes that may correspond to the state classification title for this position are listed on the State Auditor’s Office Job Descriptions; click on the occupational category for the position. Additional MOS can be found at the State Auditor’s Office Military Crosswalk Guide.

The Texas Veterans Commission provides helpful employment information. Go to: http://www.texasskillstowork.com, http://www.onetonline.org, https://hr.sao.texas.gov/CompensationSystem/JobDescriptions/ or www.careeronestop.org for assistance translating your military experience and training courses into civilian job terms, qualifications/requirements and skill sets.

Applications submitted through Work In Texas:

Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. To complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile.

The Comptroller’s Office is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity.