Minimum Qualifications
Investment Analyst IV (Senior Investment Analyst)
- Graduation from an accredited college or university in a bachelor’s degree with major coursework in finance, accounting, mathematics, business administration, or a related field.
- Four (4) years of total investment experience in private markets, preferably at an endowment, foundation, OCIO firm, family office, fund of funds, investment bank, consulting firm, or a similar organization allocating capital to external investment managers.
Investment Analyst V (Investment Associate)
- Graduation from an accredited college or university in a bachelor’s degree with major coursework in finance, accounting, mathematics, business administration, or a related field.
- Six (6) years of total investment experience in private markets, preferably at an endowment, foundation, OCIO firm, family office, fund of funds, investment bank, consulting firm, or a similar organization allocating capital to external investment managers.
Preferred Qualifications
Preferred MBA, JD, or other graduate degree.
Private equity / venture capital experience.
Substitutions
One additional year of the full-time minimum experience as stated above may substitute for each year (30 semester hours) of the required education with a maximum of 120 semester hours (four years).
LICENSES / CERTIFICATIONS
The following certifications are preferred: Chartered Financial Analyst (CFA); Chartered Alternative Investment Analyst (CAIA).
A valid Texas (or state of residency) driver’s license and a satisfactory driving record are a condition of employment. Applicants offered an interview must present the following documents at or before the interview: A state issued driving record for the last 36 months; valid Texas driver’s license (or state of residency driver’s license); and current proof of automobile insurance.
SUMMARY OF PHYSICAL REQUIREMENTS
Employees are required to use their personal mobile phones as a part of 2 factor/multi factor authentication for accessing CPA systems securely. You will also receive critical/emergency calls/texts on your cell phone to ensure immediate communication.
In this role you will
Investment Analyst IV (Senior Investment Analyst)
- Assist Senior Portfolio Managers and the CIO in sourcing, evaluating, and monitoring external managers in the private equity market; contribute to asset allocation, portfolio construction, and risk management.
- Support the senior team in sourcing and underwriting new fund investments and co-investments.
- Conduct ongoing analysis and monitoring of existing portfolio.
- Participate in investment due diligence on prospective opportunities, including qualitative and quantitative analysis of investment strategy, process, portfolio construction, organization, and performance.
- Prepare investment memos and present during Investment Committee and other internal/external meetings.
- Lead portfolio reporting efforts, including maintaining internal databases, preparing periodic portfolio reviews and creating materials for internal Investment Team and Board meetings.
- Assist Senior Portfolio Managers and the CIO with developing opportunistic and strategic investment themes and special projects, and prepares reports and presentations.
- Represent the organization at industry conferences and manager annual meetings, fostering relationships and upholding TTSTC’s brand and reputation.
- Participate in internal and/or external training and development opportunities.
- Other related duties as assigned.
Investment Analyst V (Investment Associate)
- Work with Senior Portfolio Managers and the CIO on sourcing, evaluating, and monitoring external managers in the private equity market; contribute to asset allocation, portfolio construction, and risk management.
- Lead investment due diligence on prospective opportunities, including qualitative and quantitative analysis of investment strategy, process, portfolio construction, organization, and performance.
- Lead internal projects, including macro research, market mapping, etc.
- Prepare investment memos and present during Investment Committee and other internal/external meetings.
- Lead portfolio reporting efforts, including maintaining internal databases, preparing periodic portfolio reviews and creating materials for internal Investment Team and Board meetings.
- Supervise analysts on fund or co-investment underwriting or projects.
- Assist Senior Portfolio Managers and the CIO with developing opportunistic and strategic investment themes and special projects and prepares reports and presentations.
- Represent the organization at industry conferences and manager annual meetings, fostering relationships and upholding TTSTC’s brand and reputation.
- Other related duties as assigned.
Maximize Your Earnings!
At the Comptroller's office, we know potential employees are looking for more than just a paycheck. The agency offers a strong benefits package for you and your family. Insurance, retirement plans, and a flexible work schedule are just the start. See our benefits offering
If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you!
Important Note to the Candidate:
Salary is contingent upon qualifications. If you are scheduled for an interview and require any reasonable accommodation in our interview process, please inform the hiring representative who calls you to schedule your interview. Whenever possible, please give the hiring representative sufficient time to consider and respond to your request.
MILITARY PREFERENCE
To receive MILITARY PREFERENCE, you are required to provide proof by attaching the necessary documentation to this job application.
https://hr.sao.texas.gov/CompensationSystem/JobDescriptions
Click on the occupational category for the position.
Additional MOS can be found at the State Auditor’s Office,
Military Crosswalk Guide.
The Texas Veterans Commission provides helpful employment information. Go to: http://www.texasskillstowork.com, http://www.onetonline.org, https://hr.sao.texas.gov/CompensationSystem/JobDescriptions/ or www.careeronestop.org for assistance translating your military experience and training courses into civilian job terms, qualifications/requirements and skill sets.
Applications submitted through Work in Texas:
Work In Texas (WIT) applicants must complete supplemental questions to be considered for the position. To complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile.
The Comptroller’s Office is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity.
Resumes will not be accepted in lieu of completed applications. The application must contain the necessary information in the work history for the applicant to qualify for the position.
An applicant must be eligible to work in the United States to be hired at the Comptroller’s office and must remain eligible, without sponsorship or any assurance of financial or other assistance from this agency, during the term of their employment.
