Investment Analyst , Engagement

Position: Investment Analyst 1, Engagement
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.
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* Core Responsibilities:

** Support the broader engagement team by generating reports and gathering data from various systems to facilitate investment analysis and directed priorities.

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 hybrid schedule requires a minimum of eight times per year in-office presence, spread over each quarter of the year and at times require additional in office time to facilitate meetings with vendors. Additionally, during the onboarding period there will be the need for direct supervision and team collaboration/contact with other employees, and therefore requires training and thus more time in the office.

Once training reaches a satisfactory level, more independent work is possible.

Salary range for the Investment Analyst Entry: $54,228-$82,848 annually.

Salary range for the Investment Analyst 1: $65,496-$100,224 annually.

Salary placement within the range is determined by an internal pay equity review and is based on factors such as relevant experience, relevant education, etc. Candidates with less years of relevant experience may be placed toward the lower end of the range, while candidates with more extensive experience may be placed higher in the range.  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.
** Required

Minimum Qualifications
** Required

Minimum Qualifications for the Investment Analyst Entry: A Bachelor’s Degree in Business or Finance, or any other degree demonstrating the capacity for the above-listed knowledge and skills;

Any combination of professional experience…