Senior Investment Professional, Psers

THE POSITION

Are you seeking challenging and meaningful investment operations work in an investment procurement and expenditure capacity? Do you have the experience and knowledge to perform the full range of related work in: investment contract management; administration of divestment activities; proxy voting management; investment insurance compliance; and administration of investment regulatory requirements? Then look no further! We are looking for a self-motivated, collaborative professional working in this capacity to communicate with internal management and PSERS external strategic partners. A successful candidate for this position should possess: the ability to multi-task; solid time management skills; strong attention to detail and technical acumen; excellent analytical and communication skills; the ability to quickly learn and apply new concepts; strong interpersonal skills; and a collaborative work ethic.

The Pennsylvania Public School Employees' Retirement System (PSERS, www.psers.pa.gov), is an agency in the Commonwealth of Pennsylvania that administers the pension plan for Pennsylvania's public school employees. The mission of PSERS is to maintain a financially sound System that supports over a half million members with a current pension fund of approximately $70+ billion. This position will play a contributing part in ensuring PSERS fulfills its mission and values.

PSERS is located in Harrisburg, PA, a mid-size city situated along the Susquehanna River. The Harrisburg area is affordable and near many attractions including Hershey, and it is only two hours from major cities and airports like Philadelphia, Baltimore, and Washington D.C.

DESCRIPTION OF WORK

The Senior Investment Professional for Investment Operations will primarily be responsible for the oversight, development and enhancement of the Investment Office (IO) procurement and investment-related expenditures as part of the overall Operations team. The incumbent will work with multiple parties within the PSERS organization as well as external parties to assist in the processing and communication of appropriate investment-related expenditures. Additionally, this professional will support other aspects within the Operations group, PSERS Chief Compliance Officer, and Investment Compliance team on varying responsibilities. This position reports directly to the Investment Operations Manager and will operate with considerable independence, as this is a position that is expected to operate with authority and autonomy.

Interested in learning more? Additional details regarding this position can be found in the position description.

Work Schedule and Additional Information:

• Full-time employment

• Work hours are 8:00 AM to 4:30 PM, Monday - Friday, with 60-minute lunch.

• Telework: Teleworking is optional for this position with an occasional need to report to the Harrisburg office. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the office in Harrisburg.

• Salary: In some cases, the starting salary may be non-negotiable.

• You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY

QUALIFICATIONS

Minimum Experience and Training Requirements:

• One year as a PSERS' Intermediate Investment Professional; or

• Bachelor's degree and two years performing relevant investment operations or investment risk work; or

• Six years performing relevant investment operations or investment risk work; or

• An equivalent combination of experience and training. Successful completion of any of the following professional accreditations may be substituted for relevant work experience:

• Chartered Financial Analyst (CFA): 1 year per level passed

• Chartered Alternative Investment Analyst (CAIA): 1 year

• Financial Risk Manager (FRM): 1 year per level passed

• Professional Risk Manager (PRM): 1 year

• Certified Securities Operations Professional (CSOP): 1 year (only applicable to Operations positions)

• Certified Treasury Professional (CTP): 1 year (only applicable to Operations positions)

Additional Requirements:

• You must be able to perform essential job functions.

Preferred Qualifications (not required):

• Bachelor's degree

• Three or more years performing professional relevant investment operations work in investment procurement and investment related expenditures

• Three or more years as a PSERS' Intermediate Investment Professional

• Two or more years of experience in investment contract management

• Two or more years of experience in administration of divestment activities

• Two or more years in proxy voting management

• Two or more years of experience in working with investment insurance compliance

• Two or more years of experience in the management of investment regulatory requirements such as: 13F, AML, CRS, CFTC, FATCA, FINRA, KYC, LEI, SMMP, and QIP

How to Apply:

• Your application must include a cover letter and resume.

• You must attach a cover letter and resume to your application for review by the hiring manager. However, the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).

• If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.

• Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.

• Failure to comply with the above application requirements may eliminate you from consideration for this position.

Veterans:

• Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.employment.pa.gov/Additional%20Info/Pages/default.aspx and click the Veterans' Preference tab or contact us at ra-cs-vetpreference@pa.gov.

Telecommunications Relay Service (TRS):

• 711 (hearing and speech disabilities or other individuals).

If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

Learn more about our Total Rewards by watching this short video!

Health & Wellness

We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*

Compensation & Financial Planning

We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.

Work/Life Balance

We know there's more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.*

Values and Culture

We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.

Employee Perks

Sometimes, it is the little "extras" that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.

For more information on all of these Total Rewards benefits, please visit www.employment.pa.gov and click on the benefits box.

• Eligibility rules apply.

01

Have you been employed by the Commonwealth of Pennsylvania as a PSERS' Intermediate Investment Professional for one or more years full-time?

• Yes

• No

02

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

03

How many years of full-time experience do you possess performing relevant investment operations or investment risk work?

• 6 years or more

• 5 but less than 6 years

• 4 but less than 5 years

• 3 but less than 4 years

• 2 but less than 3 years

• 1 but less than 2 years

• Less than 1 year

• None

04

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

05

How much college coursework have you completed, in any field?

If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

If your education was acquired outside of the United States, you must also upload a copy of your foreign credential evaluation. For more information on foreign education credentials, please visit https://www.employment.pa.gov/Additional%20Info/Pages/default.aspx#q3 and click on Other Information.

• Conferred Bachelor's degree or higher

• 120 credits or more

• 90 but less than 120 credits

• 60 but less than 90 credits

• 30 but less than 60 credits

• Less than 30 credits

• None

06

Have you successfully completed any of the following professional accreditations: Chartered Financial Analyst (CFA); Chartered Alternative Investment Analyst (CAIA); Financial Risk Manager (FRM); or Professional Risk Manager (PRM); Certified Securities Operations Professional (CSOP); Certified Treasury Professional (CTP)?

• Yes

• No

07

If you answered Yes, please provide the accreditation name, accreditation number, and expiration date, in addition to the levels or courses of the accreditation you have completed, if applicable. If you answered No, please type N/A in the text box below.

08

Preferred Criteria- Do you possess a bachelor's degree?

• Yes

• No

09

Preferred Criteria- Do you possess three or more years performing professional relevant investment operations work in investment procurement and investment related expenditures?

• Yes

• No

10

Preferred Criteria- Do you possess three or more years as a PSERS' Intermediate Investment Professional?

• Yes

• No

11

Preferred Criteria- Do you possess two or more years of experience in investment contract management?

• Yes

• No

12

Preferred Criteria- Do you possess two or more years of experience in administration of divestment activities?

• Yes

• No

13

Preferred Criteria- Do you possess two or more years in proxy voting management?

• Yes

• No

14

Preferred Criteria- Do you possess two or more years of experience in working with investment insurance compliance?

• Yes

• No

15

Preferred Criteria- Do you possess two or more years of experience in the management of investment regulatory requirements? If yes, select all that apply.

• 13F
• AML
• CRS
• CFTC
• FATCA
• FINRA
• KYC
• LEI
• SMMP
• QIP
• None

Required Question

Agency Commonwealth of Pennsylvania

Address 613 North Street

Harrisburg, Pennsylvania, 17120

Website http://www.employment.pa.gov