$9,167 – $10,000 a month
Full Job Description
CPA -Investment Analyst (00017819)Organization: TREASURY SAFEKEEPING TRUST COMPANY
Primary Location: Texas-AustinWork Locations: Thomas J Rusk Building 200 East 10th Street Austin 78701
Employee Status: Regular
Schedule: Full-timeStandard Hours Per Week: 40.00
Travel: Yes, 25 % of the Time
State Job Code: 1133
Salary Admin Plan: B
Salary (Pay Basis): 9,167.00 – 10,000.00 (Monthly)
Number of Openings: 1
Overtime Status: Exempt
Job Posting: Sep 22, 2021, 3:03:19 PM
Closing Date: Ongoing
APPLICATIONS MAY BE FILED ONLINE AT:
APPLICATIONS SUBMITTED THROUGH WORK IN TEXAS:
Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. In order to complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile. Go to CAPPS Recruit to Sign In (Link: https://capps.taleo.net/careersection/304/jobsearch.ftl?lang=en )
All applications must contain complete job histories, which includes job title, dates of employment, name of employer, supervisor’s name and phone number and a description of duties performed. If this information is not submitted, your application may be rejected because it is incomplete. Resumes do not take the place of this required information.
DIVISION: Texas Treasury Safekeeping Trust Company
Hours are Monday through Friday; 40 hours a week with occasional evening and weekend hours. Hours may change based on business needs.
Performs 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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 presentation
Performs other related work as assigned.
Graduation from an accredited four-year college or university with major coursework in finance, accounting, mathematics, business administration, or a related field.
MBA, JD, or other graduate degree
Three (3) years of experience in investment research, analysis, or consulting.
One (1) 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).
The following certifications are preferred: Chartered Financial Analyst (CFA); Certified Public Accountant (CPA); Chartered Alternative Investment Analyst (CAIA).
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires the incumbent to primarily perform sedentary office work; however, mobility (standing and walking) is routinely required to carry out some duties. It requires extensive computer use. It requires the ability to bend, stoop, kneel, and reach as needed for filing and similar routine office duties. The job also requires normal cognitive abilities requiring the ability to learn, recall, and apply certain practices and policies. It requires the stamina to maintain attention to detail despite interruptions. Marginal or corrected visual and auditory requirements are required for reading printed materials and computer screens and communicating with internal and external customers. May involve moving up to 25 lbs of office equipment material on a limited basis. The position may require travel to outlying field offices and other locations as necessary. Air and ground travel are required.
KNOWLEDGE SKILLS AND ABILITIES:
- statistical concepts, methods, and their application to investment research analysis
- financial accounting
- securities markets and their operations
- investment analysis principles and terminology
- financial modeling
- effectively conveying information and encouraging an exchange of ideas (Communication)
- identifying, defining and solving problems (Problem Solving)
- prepare concise reports
- conduct complex investment due diligence
- take initiative in researching new investment opportunities
- effectively communicate complex investment strategies
- work with others to achieve a common goal (Teamwork)
- adjust to changing workplace demands (Adaptability)
- meet the needs and expectations of internal and external customers (Customer Service)
- effectively demonstrate skill and ability to perform the specific job duties and tasks as defined by a job description (Technical Competence)
- be dependable, meet deadlines and produce high-quality work (Workload Management/Productivity)
In order to receive veteran’s preference a copy of your DD214, VA disability rating (if applicable) or a DD1300 must be attached to your application.
Veterans, Reservist or Guardsmen with an MOS or additional duties pertaining to the minimum experience requirements may meet the minimum qualifications. Please call Human Resources, CPA Veterans Liaison at 512-475-3560/800-531-5441 for more information or assistance.
Go to http://www.texasskillstowork.com, http://www.onetonline.org, or www.careeronestop.org for assistance translating your military experience and training courses into civilian job terms, qualifications/requirements and skill sets.
Additional Military Crosswalk information can be found at:
We fully recognize, honor and enforce the Uniformed Services Employment and Reemployment Rights Act (USERRA) and encourage opportunities to hire Veterans, Reservists and Guardsmen.
IMPORTANT NOTES TO THE CANDIDATE:
Candidates may be asked to participate in a skills demonstration and/or presentation.
Salary is contingent upon qualifications and is subject to salary administration and budgetary restrictions.
CPA employees in the same job classification, if selected, will be laterally transferred with no increase in salary. (An example might be an Accounts Examiner III in Revenue Administration who moves to an Accounts Examiner III in the Enforcement division.)
Complete copies of college transcripts must be furnished to the divisional hiring representative at the time of the interview for positions requiring a college degree, and/or specific educational credits.
Unless otherwise indicated on specific postings, regular attendance is an essential job requirement of all positions. Your application for employment with the Comptroller of Public Accounts may subject you to a criminal background check. All positions requiring a degree and/or licensing require proof of degree and/or license at time of interview. If you are scheduled for an interview and require any reasonable accommodation in our interview process, please inform the hiring representative who calls you to schedule your interview. Whenever possible, please give the hiring representative sufficient time to consider and respond to your request. Only applicants scheduled for interviews will be contacted.
Thank you for considering employment at the Comptroller of Public Accounts! The Comptroller’s office is an equal employment opportunity employer.
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