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PORTFOLIO ANALYST

  • 510511
  • PHOENIX
  • STATE TREASURER
  • Full-time

STATE TREASURER

The Arizona State Treasurer’s Office Protects taxpayer money by serving as the State’s bank and fiduciary agent, providing investment management, financial information and services. The State Treasurer is seeking talented people to help move Arizona forward!
Visit our website at http://www.aztreasury.gov/

Portfolio Analyst

STATE TREASURER

Job Location:

Address:  1700 W. Washington St., Phoenix, AZ, 85007

Posting Details:

Salary: $78.000 - $82,000 

Grade: 01

Job Summary:

The Portfolio Analyst supports Treasury Portfolio Managers by evaluating potential new credit programs for investment as well as monitoring existing investments. The position allows the office to generate larger returns while maintaining requirements for safety and liquidity, all while reducing risk. The position provides the State of Arizona with additional protection against catastrophic credit events and improve risk adjusted returns.

Job Duties:

The Portfolio Analyst will:
• Read, analyze, and interpret financial statements and complex financial data to recommend new credits and present findings to the Investment Risk Management Committee for possible addition to the approved credit list.
• Analyze and recommend mortgage bonds issued by Fannie Mae, Freddie Mac, and Farmer Mac. Review and monitor financial conditions of individual companies and credit programs.
• Interact with third-party providers for additional inputs into the research process.
• As a voting member of the Investment Risk Management Committee, this position will help develop the strategies for investing the portfolio for the best beneficiary advantage.

Knowledge, Skills & Abilities (KSAs):

• An understanding of the stock and bond market with experience and emphasis on pricing of collateral.
• An understanding of how bonds trade and how they are structured and pay.
• An education and experience in analyzing corporate fundamentals and strengths.
• An understanding of accounting functions and procedures pertaining to general & investment accounting and financial data management.
• Experience in Bloomberg Professional Analytics.
• Excellent written and verbal communication skills.
• Ability to create and give presentations to small and large audiences.
• Ability to create and maintain effective professional relationships.

Selective Preference(s):

The ideal candidate will have a bachelor’s degree from an accredited college or university in finance, economics, accounting or a related field. CPA, CFA or CFA candidate preferred.

Pre-Employment Requirements:

Candidates will be subject to a criminal background check.

Benefits:

The Arizona Department of Administration offers a comprehensive benefits package to include:
Sick leave
Vacation with 10 paid holidays per year
Health and dental insurance
Retirement plan
Life insurance and long-term disability insurance
Optional employee benefits include short-term disability insurance, deferred compensation plans, and supplemental life insurance

For a complete list of benefits provided by The State of Arizona, please visit our benefits page

Retirement:

State of Arizona employees are required to participate in the Arizona State Retirement System (ASRS)

Contact Us:

If you have any questions please feel free to contact Treasury HR at 602-542-7875

ARIZONA MANAGEMENT SYSTEM (AMS)

All Arizona state employees operate within the Arizona Management System (AMS), an intentional, results-driven approach for doing the work of state government whereby every employee reflects on performance, reduces waste, and commits to continuous improvement with sustainable progress.  Through AMS, every state employee seeks to understand customer needs, identify problems, improve processes, and measure results.  
State employees are highly engaged, collaborative and embrace a culture of public service.

The State of Arizona is an Equal Employment Opportunity Employer.