Assistant Senior Investment Officer

1 month ago


Olympia, United States Washington State Investment Board Full time

The WSIB is seeking a qualified candidate to join our Tangible Assets team as an Assistant Senior Investment Officer (ASIO). This is a unique opportunity to join a globally recognized investment management organization.

The primary objective of the ASIO – Tangible Assets is ongoing selection, due diligence, and monitoring of individual tangible asset investments, while ensuring consistency with the State of Washington’s statutes, regulations, and Board policies.
 
The ASIO is expected to work with the highest standard of professional and ethical conduct, and for the exclusive benefit of WSIB beneficiaries. The position will assist the Senior Investment Officer – Tangible Assets (SIO) in prudently deploying the allocation the Board has established for tangible assets and implementing the annual plans and objectives for the unit with the intent to create a well-diversified and well-performing risk adjusted portfolio.  


The WSIB operates in a hybrid work environment and this position should anticipate 60% of their time in the office.

Duties

We are looking for a skilled investment professional with experience in infrastructure, energy, and natural resources; a self-starting, critical-thinking, principal investor interested in improved work/life balance while taking on the challenges associated with working for one of the world’s leading asset allocators. This position requires an independent performer who excels at building strong working relationships, and is a trustworthy professional who values diversity, equity, and inclusion.

IF SELECTED FOR THIS OPPORTUNITY, YOU WILL:
Actively participate in the development, recommendation, implementation, monitoring, and termination of investments in the tangible assets portfolio. Some of these duties include:

Assisting the SIO in the creation of innovative investment programs in areas often overlooked by traditional capital providers.   Mentoring and assisting with the skill-set development of less experienced team members. Performing all initial research and due diligence necessary to educate staff and the Board relative to non-traditional tangible assets investments. Monitoring current investments, reviewing partners' financial statements, and analyzing the results for acceptability, as well as identifying and reporting any potential problems or opportunities.   Reviewing potential investments for possible inclusion in the tangible assets portfolio; conduct robust due diligence efforts which includes general investment overview, document review, financial structure analysis, meetings with management, and the preparation/presentation of findings and conclusions to the appropriate investment committee following approval by the SIO.

 

Qualifications

COMPETITIVE APPLICANTS WILL HAVE:

Bachelor’s Degree coupled with 5 years' investment experience in tangible assets, specifically including infrastructure type assets and natural resources, preferably in an institutional investment setting.  

THE STRONGEST APPLICANT WILL HAVE:

CFA and/or CAIA Certification. Management Skills: The ability to participate in key relationships on behalf of the WSIB with partners, consultants, and attorneys; thus, excellent management skills such as planning, organizing, leadership, negotiation, time management, communication, mentoring, and problem solving are vital. Understanding of Portfolio Management: The ability to understand and recommend changes and enhancements to a diversified tangible assets portfolio. The ability to compare firms and investment opportunities based on investment, business, and operational risk assessments, and to evaluate teams and opportunities to meet risk and return objectives for the WSIB. Knowledge of Investment Vehicles: A working knowledge of, and experience with, the variety of ownership structures related to the private and public tangible investments and their associated legal documentation. This would include but not be limited to partnerships, joint ventures, limited liability companies, operating companies, and master limited partnerships.   Analytical Skills: The ability to analyze financial, economic, statistical, legal, accounting, market, and other matters quickly, efficiently, and accurately and to summarize those results. Financial Modeling Skills: The ability to objectively combine accounting, financing, and other business, and economic metrics to create an abstract representation of a company’s and/or assets’ future financial and liquidity position. Interpersonal Skills: The ability to foster an environment where investment officers feel included, which is critical to the success of the Tangible Assets unit. In addition, the ASIO will coordinate and facilitate workflow with a diverse group of external parties, including consultants, attorneys, managers, and general partners. Ability to effectively manage multiple projects simultaneously, often complicated by tight time frames and travel demands. Computer Skills: Proficiency in Word and Excel.

If your experience or qualifications look a little different from what we’ve identified and you think you can be successful in this position, please address this in your cover letter.

 

Supplemental Information

In addition to a complete profile, please include: 

A cover letter specifying why this position is of interest to you and how you meet the qualifications listed above. This letter should be no more than two pages. A current chronological resume. A list of at least three professional references under the profile section. References will not be contacted without the written consent of the applicant but must be submitted at the time of application.

BACKGROUND CHECK:
Prior to a new hire, a background check including education verification, credit check, and criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining applicant’s suitability and competence to perform in the position.
 
AT THE WSIB...
You’ll experience true work-life balance and talented, passionate co-workers focused on maximizing the investment returns for the exclusive benefit of the beneficiaries. The WSIB is a respected institutional investor and thought leader in its industry and we value diverse perspectives and life experiences. The WSIB is supportive of an H1B Sponsorship.
 
The WSIB is an equal opportunity employer. Women, people of color and those representing diverse ethnicities, persons of disability, persons over 40 years of age, veterans, military spouses or people with military status, and people of all sexual orientations and gender identities are encouraged to apply.
 
Employees may be eligible for the following benefits:
Medical, Dental, and Vision for employee & dependents, Public Employees Retirement System (PERS), Vacation, Sick, and other Leave, 11 Paid Holidays and 1 Personal Holiday per year, Public Service Loan Forgiveness, Long Term Disability & Life Insurance, Deferred Compensation Programs, Dependent Care Assistance Program (DCAP),  Flexible Spending Arrangement (FSA), Employee Assistance Program, Commute Trip Reduction Incentives, professional development opportunities, flexible work schedules, and participation in the Combined Fund Drive and SmartHealth.
 
An overview of benefits of state employment and WSIB specifically can also be found on our website.
 
The WSIB is committed to the full inclusion of all qualified individuals. As part of this commitment, the WSIB will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@sib.wa.gov.


  • Investment Officer

    2 weeks ago


    Olympia, United States Washington State Investment Board Full time

    This recruitment will remain open until filled. The WSIB may make a hiring decision at any time, and it is in the candidate’s best interest to apply early.    ABOUT THE WSIB:  The Washington State Investment Board (WSIB) is a dedicated global investment management organization with over $197.3 billion in assets under management. The WSIB's...

  • Investment Officer

    2 weeks ago


    Olympia, United States WASHINGTON STATE INVESTMENT BOARD Full time

    This recruitment will remain open until filled.The WSIB may make a hiring decision at any time, and it is in the candidates best interest to apply early.ABOUT THE WSIB:The Washington State Investment Board (WSIB) is a dedicated global investment management organization with over $197.3 billion in assets under management. The WSIB's globally diversified...

  • Investment Officer

    3 weeks ago


    Olympia, United States CFA Institute Full time

    This recruitment will remain open until filled. The WSIB may make a hiring decision at any time, and it is in the candidate’s best interest to apply early. ABOUT THE WSIB: The Washington State Investment Board (WSIB) is a dedicated global investment management organization with over $197.3 billion in assets under management. The WSIB's globally diversified...


  • Olympia, United States Bull Run Investment Management Full time

    About Us : Bull Run Investment Management is a dynamic, rapidly growing wealth management firm. Our diverse and innovative team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and technology sectors. We are proud of our record in generating superior returns for our...


  • Olympia, United States State of Washington Full time

    Our Mission: Keep Washington Safe and Working! Our Values: Customer Focus, One L&I, Respect, Diversity, Equity and Inclusion, Learning and Growth, Reliability. Are you a strategic leader who can share a clear vision and goals with your team while ins IT, Director, Investment, Information Technology, Strategic, Project Management, Business Services


  • Olympia, United States Analytic Recruiting Full time

    Washington DC area-based financial firm is looking for an experienced investment economist to lead a team that creates original research on the structure and trends of the US and global ETF, mutual fund, and closed-end fund industries.Responsibilities:Manage a team of economists and direct and oversee their work on original policy-orientated research on the...


  • Olympia, United States BH Properties Full time

    SENIOR PROPERTY MANAGER – SEATTLE COMPANY BH Properties (the ‘Company’) is a p ri v ately held c o m m e rcial r e al es t ate i n v e s t m e nt f irm f ocu s e d on value-add a cqui s itions in retail, office, industrial, affordable housing and mult i - f am i ly prop e rties located throughout t h e W es tern U nited Stat e s along with investments...


  • Olympia, United States State of Washington Full time

    The Office of the Secretary (OOS) is seeking a Senior Executive Assistant to support the DSHS Chief of Staff / Deputy Chief of Staff by serving as the primary point of contact and conduit for all internal and external customers and stakeholders on al Executive Assistant, Executive, Senior, Assistant, Staff, Behavioral Health, Technology


  • Olympia, United States AnaVation LLC Full time

    **Senior Information System Security Officer (ISSO)**Washington, DC / Cyber Security Information Systems Security Officer (ISSO) / Full Time AnaVation is seeking a driven and innovative Senior Information Systems Officer (ISSO) to support our mission-critical customer in Washington, DC. At AnaVation we partner with federal agencies to deliver groundbreaking...


  • Olympia, United States AnaVation LLC Full time

    **Senior Information System Security Officer (ISSO)** Washington, DC / Cyber Security Information Systems Security Officer (ISSO) / Full Time AnaVation is seeking a driven and innovative Senior Information Systems Officer (ISSO) to support our mission-critical customer in Washington, DC. At AnaVation we partner with federal agencies to deliver groundbreaking...


  • Olympia, United States Olympia Senior Care LLC Full time

    Job DescriptionJob DescriptionUrgently Hiring! It's more than just a job! We are looking for YOU to make a difference in someone's life! Join one of the fastest-growing home care companies in the nation. Senior Helpers is the first national in-home care company to be recognized as a Great Place to Work as a leading senior care provider! Senior...


  • Olympia, United States Brookdale Senior Living Full time

    Our Certified Nursing Assistant - CNA (State Tested Nursing Assistant-STNA in Ohio) work with community management to provide seniors with personalized care, and give resident status updates at the beginning and end of each shift. Nursing assistants check in with residents, assist with dining and personal care needs, and perform vital sign checks and...

  • Office Assistant II

    7 days ago


    Olympia, United States thurstonwa Full time

    Of Duties - - This is a project position that is expected to end no later than December 31, 2024 - - - - The screening process for this position is ongoing and will continue until the position is filled. The Thurston County Auditor's Office reserve Office Assistant, Assistant, Processing, Business Services, Office, Information


  • Olympia, United States Akelius Residential Property AB Full time

    senior property managerAre you looking for career opportunities within a global growing real estate company? Then you might be our next senior property manager Join us and be a part of our journey. job descriptionAkelius is seeking a senior property manager to oversee a portfolio of multifamily apartment buildings. The selected candidate will be directly...


  • Olympia, United States Wondr Health Full time

    Wondr Health Senior Marketing Manager, B2C Olympia , Washington Apply Now Wondr Health is the proven leader in preventative and chronic care for metabolic, emotional, and physical health transformation. Leveraging over 15 years of behavior change experience and partnership with health plans and employers, Wondr Health delivers interrelated, personalized,...


  • Olympia, United States State of Washington Full time

    This job listing is being extended until 05/31/2024 to allow for additional applicants. If you already submitted an application, you do not need to reapply. - - - The ideal candidate for this position should be dedicated, detail-oriented, and committ Officer, Program Manager, Assistant Manager, Assistant, Safety, Security, Business Services


  • Olympia, United States State of Washington Full time

    This job listing is being extended until 05/31/2024 to allow for additional applicants. If you already submitted an application, you do not need to reapply. - - - The ideal candidate for this position should be dedicated, detail-oriented, and committ Officer, Program Manager, Assistant Manager, Assistant, Safety, Security, Business Services


  • Olympia, United States Sinceri Senior Living Full time

    Perks and Benefits*: Earn up to 1% wage increase every Quarter Sinceri Senior Living Discount Marketplace Employee Referral Bonus of $1,000 Access to earned wages prior to payday Generous PTO Plan Career Development An employee engaged scheduling system Length of Service Bonus Program Affordable Medical, Dental, Vision, Supplemental Benefits 401K Retirement...


  • Olympia, United States Sinceri Senior Living Full time

    Perks and Benefits*: Earn up to 1% wage increase every Quarter Sinceri Senior Living Discount Marketplace Employee Referral Bonus of $1,000 Access to earned wages prior to payday Generous PTO Plan Career Development An employee engaged scheduling system Length of Service Bonus Program Affordable Medical, Dental, Vision, Supplemental Benefits 401K Retirement...


  • Olympia, United States Sinceri Senior Living Full time

    Perks and Benefits*: Earn up to 1% wage increase every Quarter Sinceri Senior Living Discount Marketplace Employee Referral Bonus of $1,000 Access to earned wages prior to payday Generous PTO Plan Career Development An employee engaged scheduling system Length of Service Bonus Program Affordable Medical, Dental, Vision, Supplemental Benefits 401K Retirement...