ERS - Investments Program Specialist

Texas Department of Public Safety; Austin (TX); Hybrid; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an Investments Program Specialist to enhance its operations. This role involves managing client relationships, overseeing project execution, and providing consultative services. You will be responsible for ensuring compliance, preparing reports, and supporting various administrative tasks. The ideal candidate will possess strong program support experience and data analysis skills, thrive in a collaborative environment, and contribute to the ongoing success of the organization. Join a team recognized as a Top Workplace and enjoy a hybrid work environment with flexible schedules.

Benefits

Flexible Work Schedules

Competitive Benefits

Employee Recognition Programs

Qualifications

• 3 years of program support experience in an institutional investments organization.
• Proficient in MS Office, including Excel and PowerPoint for presentations.

Responsibilities

• Manage updates to the BNY Mellon Signature Card and distribute incoming gifts.
• Assist in preparing administrative and training reports for the Investments division.

Skills

Program Support Experience

Data Analysis

MS Office (Excel, Word, PowerPoint)

Client Relationship Management

Education

High School Diploma or GED

60 Semester Hours from Accredited College

Tools

CAPPS

Anaplan

Bonfire

Visio

Job description

Our mission is simply stated: ERS offers competitive benefits to enhance the lives of its members. Each team member across the agency contributes to our ongoing success. ERS currently offers opportunities for a hybrid work environment that includes flexible work schedules.

Join our team at ERS and see why we were named a Top Workplace in 2024 by the Austin American-Statesman. Learn more about us here: https://topworkplaces.com/company/employees-retirement-sys/statesman/

ERS is seeking an Investments Program Specialist to perform complex (journey-level) consultative services and technical assistance work for the Investments Division. Responsibilities include managing client relationships, overseeing project execution, providing consultative services and technical assistance to staff, other agencies, stakeholders, or the public. May provide guidance to others. Works under general supervision and the direction of the Investments Administration Manager, with moderate latitude for initiative and independent judgment.

Essential Responsibilities include, but are not limited to:

1. Manage annual and ad hoc updates to the BNY Mellon Signature Card/Letter and Notices, ensuring accuracy with changes in signature authority or resignations/retirements.
2. Manage and distribute incoming gifts for the Investments division, ensuring proper documentation and reporting through the MyCompliance (MCO) system, coordinating with Internal Audit and the Executive Office.
3. Assist in preparing administrative reports, training reports, gift logs, SOPs, research studies, presentations, and special projects.
4. Coordinate and support trading compliance initiatives, including monitoring restricted trade lists and preparing reports for ERS and government agencies.
5. Maintain and update ERS contact lists for private market funds, including data management for fund closings.
6. Monitor and update division reports on internal and external websites as needed.
7. Respond to complex inquiries regarding policies and procedures, applying relevant rules and regulations to resolve issues.
8. Handle escalated administrative matters and respond promptly to staff or members.
9. Identify and recommend improvements to operational practices; assist in developing and reviewing departmental guidelines and procedures.
10. Develop enhancements to existing processes; identify areas for change and recommend improvements.
11. Prepare, review, and distribute correspondence, reports, studies, forms, policies, reference guides, and informational materials.
12. Research, prioritize, and follow up on issues including HR inquiries, performance evaluations, ICP questions, and IAC member information, determining appropriate responses.
13. Serve as backup to the Records Coordinator, overseeing records management programs.
14. Serve as backup to the division liaison and point of contact for SharePoint matters.
15. Assist with division communications with the Investment Advisory Committee, including processing travel for meetings.
16. Support quarterly ERS board meetings and ensure smooth operations.
17. Assist with scheduling needs, including serving as backup for the Investment Scheduler.
18. Support administrative tasks such as greeting visitors and managing phone lines.
19. Assist with Investments conferences and organize ACIC meetings, including distributing materials and recordkeeping.
20. Assist with uploading confidential documents via DocuSign for signatures from high-level managers.
21. Manage and develop employee recognition awards and programs as needed.
22. Adhere to attendance and leave policies by attending work regularly.
23. Perform other duties as assigned by management.

Required Minimum Qualifications:

1. High school diploma or GED, plus 60 semester hours from an accredited college or university; experience over the minimum may substitute for college credits.
2. Three (3) years of program support experience in an institutional investments organization or similar environment.
3. Three (3) years of experience researching, compiling, and analyzing data and reports.
4. Three (3) years of experience using MS Office (Excel, Word, PowerPoint), including creating/editing charts, diligence memos, and presentations.

Preferred Qualifications:

Experience with CAPPS, Anaplan, Bonfire, and/or Visio is preferred.

Additional Information:

This position is not remote-only and may require access to sensitive data. ERS conducts criminal history checks on all new hires. For inquiries, contact [e-mail]. Internal applicants may be eligible for salary increases up to the posted maximum.

Military Occupational Specialty Codes:

Veterans and reservists with relevant MOS experience and the listed qualifications are encouraged to apply. Contact HR at [e-mail] for questions or more info.

How to Apply:

Submit a complete State of Texas Application for Employment via CAPPS Recruit at https://capps.taleo.net/careersection/327/jobsearch.ftl?lang=en. Create a profile and apply for positions through the "My JobPage" and "Job Search" tabs.

Applying through Work in Texas? Complete the supplemental questions form as instructed in your application email.

For assistance or accommodations, contact [e-mail].