Operations Analyst

Agency Dept of State Treasurer Division Retirement Division – Position Number  – Grade SR11

Our mission is to preserve, protect and sustain the state’s pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state’s “AAA” bond rating, and provide exemplary service across all divisions of the Department.

The purpose of this position is to provide support to the Director, Supplemental Retirement Plans who has responsibility for programs including the NC 40l(k), NC 457(b) and the NC ABLE Savings Program. This position will serve as the liaison with the Plans’ service providers, key business partners and Board of Trustees including: assist in managing the relationship with the Board of Trustees, Third Party Administrators, and all other service providers;

coordinate activities related to the preparation, execution and follow up for Board and Subcommittee meetings; provide administrative support to the Plans including procurement, budget preparation, invoicing, special projects, process documentation and improvement, member and employer inquiries, and plan audits; work with Board, service providers, and RSD management to research and facilitate discussions on new initiatives. This position independently resolves and/or develops recommendations for unprecedented issues and problems.

Problem resolution requires some interpretation of policy and procedures. Serves as a resource for others in resolving unprecedented, non‑standard issues and problems. Assumes responsibilities for and manages the results of decisions. Coordinates and facilitates solutions with other work units. The position performs research, data collection and analysis of information, and report writing. Utilizes, reconciles, and manipulates data from different internal and external software systems.

Applies an in‑depth knowledge of a variety of complex processes and procedures. Integrates varying software applications and systems for information and records purposes. The position independently compiles, analyzes, assimilates, and composes information into varied or non‑standard formats with responsibility for content review, accuracy, quality, and timelines, requiring in‑depth program knowledge and interpretation. Interprets guidelines, answers inquiries, and advises others regarding processes, services, and operations as applied to non‑standard situations.

Communicates expectations to other employees which may include formal/informal training. Program knowledge includes acceptable interpretations, applications, and allowable exceptions of written policies and procedures. Requires knowledge of organizational structure, functions, and services, programs, office procedures, and practices.

Manage all aspects of Investment operations including management of custodial accounts, support invoicing and payment, manage quarterly rebalancing process, fee collection process and creation of quarterly fund fact sheets. Manage the SRP budget. Coordinate with Financial Division to monitor administrative expenses and prepare and ensure timely payment of invoices for vendor partners. Work with Financial Division in preparation of annual financial reports used in internal reporting as well as Annual Comprehensive Financial report (ACFR).

Coordinate with independent auditor on annual audit and financial and special projects as needed. Help support/promote the NC ABLE program and develop and…