Operations Analyst

State Treasurer; Raleigh (NC); Hybrid; USD 53,000 - 80,000; Full time

Job summary

North Carolina Department of State Treasurer DST‑SRP Operations Analyst (NS) supports the Supplemental Retirement Plans including NC 401(k), NC 457(b) and NC ABLE Savings Program. The role liaises with Board, Third Party Administrators and plan partners, handles meetings, procurement and budgeting, and develops process improvements.

This position offers hybrid telework with routine office days, and requires strong data analysis, policy interpretation, and stakeholder collaboration to ensure

Qualifications

• Knowledge of retirement and employee benefits plans and programs.
• Knowledge of accounting, auditing, and financial reporting.
• Ability to analyze information and use computer applications for decisions.
• Strong written and spoken communication.
• Ability to organize and manage multiple tasks accurately.

Responsibilities

• Support the Director of Supplemental Retirement Plans and liaise with Board and service providers.
• Coordinate board/subcommittee meetings and prepare follow-up actions.
• Assist with procurement, budgeting, invoicing, and special projects.
• Research and propose enhancements to processes and plan administration.
• Compile analyses and reports from multiple data systems.

Skills

Retirement programs knowledge

Accounting principles

Data analysis with MS Office

Communication skills

Project coordination

Education

Associate's degree in business administration, accounting, public administration or related discipline

Tools

Microsoft Office

Job description

DST‑SRP Operations Analyst (NS)

Agency Dept of State Treasurer Division Retirement Division – Position Number 60009118 – Grade SR11

About Us

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.

Description of Work

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.

Responsibilities

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 maintain working relationships with partners, state agencies and stakeholders. Knowledge Skills and Abilities/Management Preferences (see below).

Knowledge, Skills and Abilities

• Knowledge of retirement and employee benefits plans, investment products, and public and business administration principles and practices.


• Knowledge of accounting, auditing, and financial reporting principles and practices.


• Skill in analyzing information and utilizing computer applications, including Microsoft Office products, to support business operations and decision‑making.


• Ability to organize, prioritize, and manage multiple tasks effectively while maintaining accuracy and attention to detail.


• Ability to communicate effectively, both orally and in writing.

Preferred Experience

• Prior work experience with retirement programs or other similar programs.

Compensation & Benefits

Salary Range – $53,000 – $79,600

Position is Exempt from the State Human Resources Act and Not-Subject to FLSA Overtime.

This position may be assigned additional job functions as needed. The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice based on business conditions or as required by the agency to fulfill its mission.

Minimum Education and Experience: The minimum Education and Experience is an associate's degree in business administration, accounting, public administration or related discipline from an accredited institution or an equivalent combination of education and experience.

Work Location & Telework

This position currently qualifies for a hybrid telework option with routine office and remote workdays. The NC Department of State Treasurer trusts our employees to be self‑motivated and successful in hybrid/remote roles. Telework options are subject to change at the discretion of management.

Health & Other Benefits

NC State Health Benefits: The State of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options, standard and supplemental retirement plans, and the NC Flex program (numerous high‑quality, low‑cost benefits on a pre‑tax basis). Employees also receive paid vacation, sick, and community service leave. In addition, paid parental leave is available to eligible employees.

Equal‑Opportunity Statement

The North Carolina Department of State Treasurer (DST) is an Equal Opportunity Employer that embraces an Employment First philosophy, which consists of complying with all federal laws, state laws, and Executive Orders. We are committed to reviewing requests for reasonable accommodation at any time during the hiring process or while on the job. For more information about DST: NCTreasurer | NC Treasurer. DST uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications, internal equity, and budgetary considerations pertinent to the advertised position.

Important Notice

Important: This posting closes at 11:59:59 PM the night BEFORE the End Date above.

Contact

Contact Information: If there are any questions about this posting, other than your application status, please email the NC Department of State Treasurer at [e-mail].