State Investment Officer [Investment Compliance and Performance Analytics Officer]

The Treasury Division of the Alaska Department of Revenue manages $46 billion in investments for the State’s retirement systems and other accounts.
Within the Treasury Division, the Middle Office is responsible for a variety of work including business analysis, performance analytics, enterprise risk, and investment compliance.
Alaska Department of Revenue Treasury Division Website: https://treasury.
dor.
alaska.
gov/ SCOPE AND RESPONSIBILITIES: As a member of the Middle Office section, you will support investment compliance, performance analytics, and provide crucial assistance to internal traders during market hours.
This role offers growth opportunities, contributing to the development of performance and portfolio analysis, and expanding compliance functions.
PRINCIPAL DUTIES: Investment Compliance Administer Bloomberg and SWIFT.
Review and monitor investment policies and guidelines.
Reconcile holdings and internal trades between Bloomberg, custody, and accounting.
Track overdrafts, recaptured commissions, and proxy voting.
Prepare monthly reports for the Alaska Retirement Management Board (ARMB) Audit Committee and the Department of Revenue Commissioner.
Investment Performance Reporting and Analysis Calculate and disseminate daily and monthly time-weighted performance.
Calculate and disseminate quarterly private market returns and metrics.
Contribute to expanding Middle Office’s investment-related capabilities using Bloomberg.
Other Duties Assist external auditors with performance and compliance inquires.
Assist internal staff with independent control reviews.
Analyze fees incurred by the Treasury Minimum Qualifications MINIMUM QUALIFICATIONS: Strong ethical awareness and integrity.
High-level of critical thinking and attention to detail.
Ability to independently research and develop ideas.
Team-oriented with strong communication skills.
Technical proficiency with Microsoft Office products.
PREFERRED QUALIFICATIONS: Relevant work experience.
Progress towards an advanced professional designation (e.
g.
, CPA, CIPM).
Experience with financial software tools.
Familiarity with programming languages and tools for data science (e.
g.
, Python, R, SQL).
Additional Required Information EEO STATEMENT The State of Alaska complies with Title I of the Americans with Disabilities Act (ADA).
Individuals with disabilities, who require accommodation, auxiliary aides or services, or alternative communication formats, please call 1-800-587-0430 or (907) 465-4095 in Juneau or TTY: Alaska Relay 711 or 1-800-770-8973 or correspond with the Division of Personnel & Labor Relations at: P.
O.
Box 110201, Juneau, AK 99811-0201.
The State of Alaska is an equal opportunity employer.
Contact Information Submit a cover letter, resume, and professional references via email or mail.
EMAIL: chris.
madsen@alaska.
gov MAILING ADDRESS: Senior Investment Compliance Officer Treasury Division Middle Office P.
O.
Box 110405 Juneau, AK 99811-0405 Careers with the State of Alaska offer MANY benefitsThe following information describes typical benefits available to employees of the State of Alaska.
Actual benefits received may differ by bargaining unit or branch of government, position type, or be prorated for other than full time work.
For a quick breakdown of the insurance, health, and retirement benefits available for State Employees you can view an orientation video from Division of Retirement and Benefits.
(Please note this video is specifically designed for new State Employees.
)Insurance Benefits Health insurance, which includes employer contributions toward medical/vision/dental The following employee groups are under AlaskaCare Benefits administered by the State: See https://doa.
alaska.
gov/drb/programs/index.
html for additional information.
AVTEC Confidential Correctional Officers Marine Engineers Mt.
Edgecumbe Teachers Supervisory Unlicensed Vessel Personnel/Inland Boatman's Union Exempt employees (not covered by collective bargaining) The following employee groups are covered by Union health trusts.
Contact the appropriate Union for additional information.
General Government Labor, Trades and Crafts Public Safety Employees Association Masters, Mates & Pilots Employer paid Basic Life insurance with additional coverage available (amount depends on Bargaining Unit)Optional Insurance Benefits Group-based insurance premiums for Term life (employee, spouse or qualified same sex partner, and dependents) Long-term and short-term disability Accidental Death and Dismemberment Long-term care (self and eligible family members) Supplemental Survivor Benefits Employee-funded flexible spending accounts for tax savings on eligible health care or dependent care expensesRetirement Benefits Membership in the Public Employees Retirement System (PERS)/Teachers' Retirement System (TRS) Matching employer contribution into a defined contribution program (new employees) Employer contribution into a defined benefit or defined contribution program (current employees) Contributions to the Alaska Supplemental Annuity Plan in lieu of contributions to Social Security Option to enroll in the Alaska Deferred Compensation Program Note: The Defined Contribution Plan, Supplemental Annuity Plan and Deferred Compensation Program offer a variety of investment optionsSee https://doa.
alaska.
gov/drb/retirement/index.
html for additional information Paid Leave & Other Benefits Personal leave with an accrual rate increase based on time served Eleven paid holidays a year