Investment Analyst, Public Plans & Non-Retirement (Hybrid)

CFA Institute; Saint Paul (MN); Hybrid; USD 107,000 - 194,000; Full time

Benefits offered by this job

Health insurance

Pension plan

Paid vacation and holidays

Professional development

PSLF eligibility

Job summary

The Minnesota State Board of Investment (SBI) seeks an Investment Analyst for the Participant-Directed and Non-Retirement Investments team in Saint Paul, MN. The role involves due diligence, monitoring fund performance, reporting, and inter-team collaboration to support various tax-advantaged savings plans and public retirement programs.

Hybrid work model with travel up to 10% and a salary range reflected for intermediate or senior levels.

Qualifications

• Bachelor's degree in business or related field.
• Three years of professional financial services experience.
• Detail-oriented with strong organizational and communication skills.
• Willingness to progress toward CFA certification.

Responsibilities

• Monitor and evaluate investment options and asset class strategies.
• Coordinate collection, organization, and reporting of investment data.
• Develop and distribute team materials and reports.
• Engage with external stakeholders to discuss investment options.
• Collaborate with cross-functional teams on projects and initiatives.

Skills

Attention to detail

Organizational skills

Communication of financial information

CFA program

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Minnesota State Board of Investment (SBI) seeks an Investment Analyst for the Participant-Directed and Non-Retirement Investments team in Saint Paul, MN. The role involves due diligence, monitoring fund performance, reporting, and inter-team collaboration to support various tax-advantaged savings plans and public retirement programs.

Hybrid work model with travel up to 10% and a salary range reflected for intermediate or senior levels.