Investments & Portfolio Analyst – Public Finance Focus

State of South Carolina; Columbia (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Public service loan forgiveness

Paid parental leave

Health, dental, vision, long-term-disb

Life insurance

15 days vacation

15 days sick leave

13 holidays

State retirement plan

Job summary

State of South Carolina's State Treasurer's Office seeks an Investments & Portfolio Analyst to coordinate custodian, trading, and compliance operations for the state's investments. This role develops relationships with custodian banks, the STO investment advisor, LGIP participants and internal stakeholders, and resolves SAP accounting issues.

Under supervision of the Division Directors, you will monitor fixed income trading, assess market exposure, perform risk analysis, and ensure CIP alignment

Qualifications

• Bachelor's degree in accounting, finance, economics, business management or related field.
• 3-5 years of experience in investment trading, accounting, finance, debt management, securities processing, credit or banking.
• Excellent analytical and written/verbal communication skills.
• Ability to establish and maintain professional relationships with internal and external stakeholders.

Responsibilities

• Monitors investment trading activities for all fixed income portfolios managed by the STO. Provides information to Investment Advisor for liquidity and funding.
• Reviews portfolio risk, market exposure, credit quality, and CIP conformity; performs research and risk analysis.
• Manages monthly/quarterly reports; monitors custody valuations and reporting discrepancies.
• Creates and maintains policies and procedures; identifies operational gaps and mitigates business risk.
• Collaborates across divisions; supports training and cross-coverage of division functions.
• Ensures compliance with laws, GASB pronouncements and state regulations relevant to investments.

Education

Bachelor's degree in accounting, finance, economics, business management or related field

Job description

State of South Carolina's State Treasurer's Office seeks an Investments & Portfolio Analyst to coordinate custodian, trading, and compliance operations for the state's investments. This role develops relationships with custodian banks, the STO investment advisor, LGIP participants and internal stakeholders, and resolves SAP accounting issues.

Under supervision of the Division Directors, you will monitor fixed income trading, assess market exposure, perform risk analysis, and ensure CIP alignment