Investment Analyst Job Description Sample
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The University of Michigan Investment Office seeks an entry-level Investment Analyst to provide support for the oversight and management of the University's investment portfolios. You will become part of the Investment Analyst Program, a multi-year developmental program which involves rotation through different areas and with different staff. Starting salary for the Analyst Program is $60K plus incentive bonus, with meaningful increases for successful progression.
Duties include: to prepare investment reports on performance, asset allocation and risk characteristics of portfolios; investment research; liaison with consultants and custodian bank staff; support operations; identify and resolve standard investment accounting, performance measurement and compliance issues; initiate fund transfers and monitor fund additions, withdrawals and distributions; monitor external managers including the analysis of portfolios, staffing, investment performance and compliance with guidelines; assist in determining the selection of investment managers; document management. Some travel will be required.
Bachelor's degree; an understanding of and interest in investing; strong quantitative and verbal skills; a proven ability to create and utilize complex spreadsheets; a demonstrated attention to detail and a collaborative work style. Exposure to investment analysis is desired. A basic analytical skills test (up to 2 hours allowed) will be required as part of the interview process. References and transcripts are required at time of application.
U-M EEO/AA Statement
The University of Michigan is an equal opportunity/affirmative action employer.
Job Opening ID 155851
Working Title Investment Analyst
Job Title Investment Analyst
Work Location Ann Arbor Campus
Ann Arbor, MI
Full/Part Time Full-Time
FLSA Status Exempt
Organizational Group Investment Office
Department Chief Investment Officer (CIO)
Posting Begin/End Date 3/30/2018 – 4/30/2018
Career Interest Finance
At Welltower Inc. (NYSE:WELL) we are driving innovation in health care infrastructure and delivery. We envision a new model of care that revolves around wellness – living well, aging well and keeping people out of the hospital. We partner with leading seniors housing and post-acute-care providers and with health systems to fund innovative solutions designed to keep patients out of higher cost, higher acuity settings while delivering better treatment at a lower cost. Our impact will be profound as we advance our work, our mission, and continue to assemble a diverse, talented, performance-focused team of employees.
Investment Analysts are responsible for analyzing potential investments in seniors housing, post-acute care and outpatient medical. Key responsibilities include underwriting potential acquisition and development opportunities; operator/client credit analysis; review and analysis of business plans, management teams, budgets and financial statements, both at the company-wide and individual property or portfolio level. The Investment Team is at the forefront of the growth of the business and has ownership of working on all new investments from the initial valuation and deal structuring through detailed due diligence and closing.
Perform financial analysis and forecasting
Perform real estate valuation
Produce market analysis/site selection
Conduct demographic and utilization analysis
Research credit analysis
Business place review
Review legal document
Monitor and evaluate operator and property performance
Summarize and report asset management findings to management
Participate in monthly and quarterly meetings with operators
The Investment Analysts will work report directly to the Vice President, Investments and will closely with the following departments:
Business Development: Work with Business Development with respect to evaluating new acquisition and development opportunities.
Accounting & Tax: Work with the Accounting and Tax departments on the underwriting of new investments to ensure the appropriate and desired accounting/tax treatment is realized, along with ensuring any identified, related risks are mitigated.
Legal: Partner with legal to ensure efficient and effective real estate closings.
Asset Management: Work with Asset Management to capture relevant financial information from Operators.
Education: Bachelor's degree in related field required. MBA preferred when appropriate.
Experience: A minimum of 0-2 years relevant work experience.
Working knowledge of Microsoft Office Suite and other relevant software systems
Organizational savvy and finesse
Ability to work independently
A positive and professional attitude
VALUES & COMPETENCIES
Welltower values the following competencies:
Quality of Work
Communication and Teamwork
Initiative and Leadership
Customer Focus / Service
The work environment is characteristic of those found in a typical office environment. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions.
Welltower is a drug-free and nicotine-free employer.
Welltower and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any legally protected status or characteristic. Minority/Female/Disability/Veteran.
Investment Strategy Group (Lifecycle savings, retirement security)
Vanguard serves a large number of individual investors, in the U.S. and abroad, whose investment objectives include the financing of old-age retirement security and other goals across the lifecycle. We seek candidates with interests in lifecycle savings and retirement security, including lifecycle modeling, tax-efficient investing, optimal portfolio choice, post-retirement decision-making, and related disciplines.
We are currently seeking an Investment Analyst for the Retirement Income Working Group. The Retirement Income Working Group is responsible for developing global retirement income thought leadership for individual investors and support that research by participating in ambassador events as well as consulting services projects. This will include thought leadership on portfolio and non-portfolio strategies for all phases of retirement from accumulation through funding of retirement goals. The team will develop, review and enhance the methodology for investors to succeed in meeting their retirement goals, integrating portfolio construction with holistic financial planning and wealth management.
How you'll spend your days:
As an Investment Analyst, you will spend your days developing research, commentary, and presentation materials to support retirement income methodology, client/advisor meetings and product development. You will partner with other ISG (Investment Strategy Group) working teams as well as other Vanguard departments to integrate Vanguard's retirement income thought leadership. In partnership with global ISG and business partners, you will develop thought leadership specific to each country/region as well as global best practices. Developing local expertise (SMEs) as it relates to global retirement issues, will help to monitor competitor approaches, tax and legislative changes, and inter-relationships with the retirement research agenda.
The Ideal Candidate Should Possess:
Undergraduate degree or an equivalent combination of education and experience and PhD, Economics highly preferred
MBA and/or CFA, or progressing toward either preferred
Minimum five years overall business experience including at least three years direct investment experience. Solid knowledge of capital markets and investment concepts.
Exceptionally strong technical and analytical skills.
Ability to write effectively.
Ability to work independently on multiple assignments simultaneously.
Excellent computer skills, including broad knowledge of all MS Office software.
Vanguard is not offering visa sponsorship for this position.
The Treasury Analyst provides analytical support related to the investment activities of the organization, including monitoring investment manager performance, investment reporting, unitized investment accounting, reconciling custodian statements, coordinating investment fee payments, asset allocation reviews and investment manager selection processes. This position will work with corporate, foundation/ endowment and retirement plan assets and assist with responses to audit requests and recommendations and dissemination of Treasury data to the appropriate committees, accounting and other operating units. This position may also assist in cash forecasting and debt related activities of the organization.
Provide decision support in the evaluation and ongoing assessment of Fairview's investment structure and managers.
Assist in asset allocation reviews, manager selection and asset allocation changes, as appropriate.
Prepare reports, as needed, for corporate and affiliated-entities' Boards, Finance Committees and Retirement Investment Committee meetings.
Prepare and disseminate internal investment and debt reports to key stakeholders.
Assist in maintaining investment policies.
Manage and oversee cash movement and transactions including rebalancing, capital calls, distributions, new investments and withdrawals.
Work closely with external consultants, custodians and investment managers to manage investment portfolio performance and reporting.
Respond to auditor requests and information needs.
Assist in evaluating and recommending appropriate investment options for retirement plans.
Assist in monitoring vendor performance.
Assist in overseeing investment vendor relationships (i.e. investment consultants, custodians, external legal counsel etc.), including the selection vendors.
Assist in managing the Company's defined benefit and defined contribution plan investments. Coordinate with human resources and oversee activities of the plans' actuaries, investment managers, investment advisors, custodians to ensure optimal management of plan assets.
Participate in matters relating to pension plan accounting, funding, actuarial valuations, governance, and other corporate issues related to investments.
Development and documentation of Investment processes, policies and controls.
Assist and provide debt and cash forecasting related support, as needed.
A passion for investing and sincere interest in the non-profit sector
Problem solving, critical thinking and analytical skills
Strong verbal and written communication skills, including public speaking
Successful experience identifying process improvement opportunities, creatively developing solutions and facilitating change
Ability to build effective relationships
Well-developed interpersonal skills
Ability to manage multiple priorities with competing demands
Excel proficiency including familiarity with Lookups and Pivot Tables
- Bachelors Degree in Business, Accounting, Finance or Management
- 0-4 years of investment, treasury, financial management or related work experience
- 2 - 4 years of investment, treasury, financial management or related work experience
- CFA or in process of working towards that designation
About Fairview Health Services
Fairview Health Services (fairview.org) is an award-winning, nonprofit health system providing exceptional care across the full spectrum of health care services. Joined by HealthEast in June 2017, Fairview is one of the most comprehensive and geographically accessible systems in the state, with 11 hospitalsincluding an academic medical center and long-term care hospitalserving the greater Twin Cities metro area and north-central Minnesota.
Its broad continuum also includes 56 primary care clinics, specialty clinics, senior living communities, retail and specialty pharmacies, pharmacy benefit management services, rehabilitation centers, counseling and home health care services, medical transportation, an integrated provider network and health insurer PreferredOne. In partnership with the University of Minnesota, Fairviews 32,000 employees and 2,400 affiliated providers embrace innovation to drive a healthier future through healing, discovery and education.
All qualified applicants will receive consideration without regard to any lawfully protected status.
We're a Little Different
Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service.
We don't believe in jobs at Mercy, we believe in careers that match the unique gifts of unique individuals; careers that not only make the most of your skills and talents, but also your heart.
At Mercy, you'll feel our supportive community every step of your day, especially the tough ones. We're a team and love working that way. That team is expanding, and we currently have exceptional opportunities to help our communities grow.
Responsibilities and Qualifications
The Investment Analyst will play an important role in investment due diligence and management of Mercy's $2.7B investment portfolio, which includes the health system's operating reserves, pension, and foundation assets. The Investment Analyst will conduct analysis and prepare reports to support decision-making around investment strategy, portfolio construction and the selection of both traditional and alternative asset managers. The Investment Analyst will also have secondary responsibility for providing back-up support to operations and risk.
The Investment Analyst will be a member of the Investment Due Diligence team reporting up through the Deputy Chief Investment Officer, and directly report to the Senior Investment Consultant. The analyst will also on occasion provide support to other team members of the Investment Department.
Because you're committed to excellence, you understand the importance of being properly prepared for your role at Mercy. That's why you'll bring to your role the right set of qualifications:
Education: Bachelor's Degree
Experience: 1 to 3 years experience, undergraduates considered with professional internship experience, preferably with an investment consulting firm, asset manager or investment department of a large institution.
Other Skills and Knowledge:
High ethical standards and a strong work ethic
Humility and a strong intellectual curiosity
Entrepreneurial spirit, and a bias for action
Utmost professionalism and demonstration of respect
A basic understanding of investment concepts and strategies
Active interest in investments and capital markets
Strong knowledge of Microsoft Excel, Word, and Powerpoint
Excellent quantitative and analytical skills
The ability to work independently and as a strong contributor to a team
Strong communication skills
Excellent time management, attention to detail and ability to manage multiple projects
Preferred Licensure: Progress toward CFA charter is preferred.
Preferred Skills and Knowledge:
Experience in using Bloomberg and/or Factset.
We'll Support You at Work and Home
Our foundations are built on dignity and respect. Modern Healthcare Magazine named us as a "top 100 places to work." We go out of our way to help people feel welcomed. We offer day-one comprehensive health, vision and dental coverage, PTO, and employer-matched retirement funds, even to part-time employees. We're proud to provide tuition reimbursement to help you grow and learn new skills.
What Makes a Good Match for Mercy
Compassion and professionalism go hand-in-hand with us, along with exceptional quality care. Having a positive outlook and a strong sense of advocacy is in perfect step with our mission and vision. We're also collaborative and are not afraid to do a little extra to deliver excellent care – that's just part of our commitment. If that sounds like a fit for you as well, we encourage you to apply.
R2196 Investment Analyst (Open)
Walnut Creek, California
The Investment Analyst will be the primary technical resource for the Department, reporting to the Consultant II.
The Department is constantly monitoring capital markets, external investment managers (both those currently used and potential hires), our portfolio's return and risk profile, and evaluating new investment opportunities. The Analyst will use a variety of tools to support these efforts. Tools include Factset (risk management); Code Red (data base); Bloomberg, (a financial information provider); data from our external consultants, and other resources. The Analyst will support the Department's efforts by performing analysis in Excel, and creating presentations in Powerpoint. Finally, the Analyst will maintain an investment compliance system, and monitor the performance and processes of assigned investment managers.
Essential Functions / Principal Responsibilities
Manage all performance reporting and analysis for investment portfolios
Provide technical support to the department, working with excel, word, PowerPoint. Create graphs and charts for the Board level presentations. Perform spreadsheet-based analysis. Apply statistical analytics to investment problems.
Investment Research/Analysis - support the department's evaluation of capital markets, investment strategies, and investment managers through a variety of tools. Utilize Bloomberg, our external consultants, and a wide range of research platforms.
Factset: maintain and utilize the Factset risk management system for the department. Design and run reports and monitor to provide insights into the portfolio's risk factors.
Manager Monitoring: The Analyst will be assigned several of our external managers to monitor and will ensure that the manager meets the Retention Policy guidelines. The Analyst is responsible for thoroughly understanding their investment manager's investment process and performance. For all managers, the Analyst will maintain an investment manager compliance system.
Take the lead in communicating with our managers and trustee regarding fund transfers, quarterly compliance letters, ADV notices, etc. Communication must be concise and extremely accurate.
CodeRed: (database software for Investment Department documents, notes, and contacts) Manage the organization and structure of the database
Knowledge, Skills and Abilities Required:
Professional demeanor with ability to interact with employees, vendors and management
Excellent verbal, presentation and written communication skills
Advanced Excel skills
Detailed oriented; takes analytical approach to solving problems.
Productive contributor with minimum instruction on day-to-day duties.
Solution oriented and committed to meeting deadlines.
Experience with Factset or other risk management software
Experience with accounting systems including PeopleSoft and PAM
Process improvement; skills around SQL and other computer languages
Education, Work Experience, Licenses & Certifications Required:
4-6 years of progressive working experience in areas such as: investment management, investment operations, investment performance monitoring and risk management
Degree: BA/BS, Accounting, Finance, Economics
Experience with Bloomberg
Enrolled in CFA or other investment certification program
William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with offices in 18 cities across four continents. For more information, please visit williamblair.com.
Job Summary & Responsibilities:
Source, conduct investment due diligence/underwrite, monitor and communicate with third-party traditional investment managers through regular calls, meetings, and on-sites with management
Develop and maintain research relationships with investment managers, industry contacts, and research vendors covering investments in US equity, non-US equity fixed income, and non-traditional strategies across mutual fund, ETF, alternative, and separately managed account vehicles.
Generate research and collaborate with team to disseminate relevant manager information, market commentary, thought leadership, and asset allocation strategy to advisors on a regular basis. Provide relevant research insights and provide a high-level of client service;
Help position business at the forefront of competitive with market trends
Coordinate with integrated third party investment platforms and research partners
Business development: participating in client and prospect meetings to articulate investment process and value proposition
Participate in other projects as requested by management and other team members.
Attend industry-related conferences and events; conduct research and client meetings as needed.
Thorough understanding of holistic investment advice and asset management industry
5-7+ years directly related investment consulting, HNW advisory, asset management, or family office experience
Proficient in performance analytics software
CAIA, CFA or equivalent experience preferred
Bachelor's degree, emphasis in Finance, Economics, or Accounting preferred
Series 7 and 65 licenses required or must be obtained within three months
Comprehensive understanding of investment products, portfolio construction, securities operations, and the servicing requirements of specific clients
Strong analytical and presentations skills
Critical-thinker, solutions-focused, ability to manage an array of workflows
Delivers clear, effective communication and takes responsibility for understanding others
Detail-oriented, self-starter, positive attitude, team player.
Proficient in Morningstar Direct, FactSet, Zephyr, FI360, and other industry research databases and programs
As a William Blair associate, you'll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.
• Work as an integral member of the product team on investment related inquiries and ideas• Develop and enhance real time monitors/tools to track various portfolio positions• Assist with preparation of materials for various sector team, product team, client meetings, and marketplace information requests• Carry out special projects on an as needed basis• Interact with various groups within the firm as an information gathering liaison• Work with portfolio managers, strategists, product managers, portfolio specialists, investment analysts, as well as technology to analyze and monitor portfolios• Work with product team and portfolio specialists on portfolio construction
- Strong academic credentials including an undergraduate degree, preferably in business, finance or economics• CFA or MBA (or working toward) preferred• 2-5 years experience in the investment industry• Demonstrated passion for the investment management business• Strong quantitative and technical skills-- expertise in Excel and Bloomberg applications• The ability to be a self-starter, creative problem solver, and capable of monitoring and meeting deadlines while also ensuring accuracy• A positive approach, a flexible attitude, and a sense of humor
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
The Investment Analyst position is a critical part of the Investments and Risk Management team. The primary focus of this group is researching various portfolio management topics and identifying key investment trends and risks across our broad equity, asset allocation, hedge fund and fixed income strategies. The Analyst will be actively involved in ongoing research projects across risk and portfolio management functions. He/she will also be involved with investment risk-related factor research.
The team acts as a broad investment representative for the firm, advises on investment strategy with selected clients, and oversees a growing client list with ~$24 billion in multi-manager and factor portfolios. The group is also actively involved in Wellington Management's portfolio oversight processes and serves on a number of internal review committees.
The role requires a strong working knowledge of the various asset classes with a specific focus on Fixed Income markets. It would be helpful to have experience in risk analysis gained from experience in institutional investment management, risk management, and/or investment consulting. The individual should possess the ability to recognize broad investment trends, determine the risk implications beyond the individual portfolio level, and communicate the resulting risks across our various investment platforms. The successful candidate will establish credibility through technical skill and stature in risk management, by building collaborative working relationships with investment professionals, and through creating a shared vision of the benefits of more risk-aware decision making.
The ideal candidate will have a solid analytical foundation and organizational skills, be motivated by a team environment, and have the ability to learn about new analytical applications and investment products. Experience with risk concepts and database tools are required, with specific skills in Factset, BARRA, RiskMetrics, eVestment is considered a highly desirable. Other key qualifications include:
Minimum of 5 plus years of experience in factor research, trading, risk management, and/or risk systems
Strong academic track record; accounting, economics, mathematics or finance major preferred
Desire to achieve a Master's degree and/or CFA
Programming skills such as Python, Matlab, R, or C++
Strong understanding of portfolio construction, derivative processing, risk analytics, and investments
Thoroughness and attention to detail are essential traits given the importance of communicating correct information to investors and other members of the portfolio management
Ability to manage multiple tasks, prioritize effectively, meet deadlines and deliver high quality, error-free work in a fast-paced environment
Capable of taking responsibility for independent projects with limited supervision
Humility, natural curiosity and an excellent sense of humor
Excellent written, oral and interpersonal communication skills
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at Wellington@icareerhelp.com.
Description of Work
THE STARTING SALARY FOR A NEW HIRE TO THIS POSITION IS LIMITED TO THE RECRUITMENT RANGE OF $63,000 - $95,000
Do you have a background in Risk Management? Do you enjoy problem solving?
Do you thrive in a team environment? If so, the Department of State Treasurer's Financial Operations Division has a position for you.
The Investment Management Division is the investment arm of the Department of State Treasurer, and actively invests and manages the State's pension funds and other assets entrusted to the Department. The Division is organized into standing teams that are responsible for day-to-day management of certain groupings of investments and which interact with other teams in capital allocation, risk management, and operational processes.
Standing teams are: Investment Grade Fixed Income, Public Equity, Private Equity, Opportunistic Fixed Income & Inflation Sensitive, Real Estate, Multi-Strategy, Risk Management and Asset Allocation, and Investment Operations. Certain teams are responsible for multiple investment programs/policy portfolios (i.e., policy portfolios are defined in the North Carolina Retirement System Investment Policy Statement).
The Investment Analyst will:
Assist with the implementation and maintenance of risk management platform, including data and model management;
Maintain electronic files, including financial documents, quarterly reports, due diligence materials, and other pertinent documentation;
Analyze financial information, calculating performance, completing attribution analysis and other metrics to accurately gauge investment merits and considerations;
Participate in existing and potential manager meetings, both internal and external;
Assist in the creation of investment memos, including the creation of charts and graphs to illustrate analysis;
Generate recurring and ad hoc reports as necessary for presentations to internal and external stakeholders such as the Chief Investment Officer, Treasurer, Investment Advisory Committee, and Plan Participants;
Assist in forecasting business and economic conditions for use in making investment decisions;
Track portfolio performance;
Collaborate with other asset classes within the Investment Management Division.
Knowledge, Skills and Abilities / Competencies
Professional / Industry
Knowledge of statistical methods and ability to independently interpret and apply them to existing portfolio to track and monitor performance within acceptable risk parameters. Knowledge of applicable information technology necessary to proficiently perform analysis.
Investment Monitoring & Analysis:
Ability to compile, monitor, examine, and audit various financial, performance and/or data reports for accuracy, integrity, and conformance to performance benchmarks. Ability to draw conclusions and prepare written findings and presentations.
Ability to make recommendations as supported by facts. Ability to recognize and research unusual activity for further investigation.
Decision Making and Problem Solving:
Ability to assess and resolve unprecedented problems that require research and review of policy and procedures. Responsible for problem resolutions or program requirements based on delegated authority.
Ability to prepare written and/or technical products which convey concise, comprehensive, and accurate findings and conform to guidelines. Ability to provide appropriate documentation to support conclusions.
Ability to convey and consult on issues of a moderately complex nature in a clear, concise, and organized manner. Assist in the creation of investment memos, including the creation of charts and graphs to illustrate analysis.
Planning and Organization:
Ability to independently schedule tasks, gather required data, resources and materials to complete work tasks for self, and assist other analysts. Ability to reorganize work tasks and adapt workload to unanticipated changes. Ability to work independently and utilize own judgment in determining direction.
Experience with Excel, PowerPoint, and Word.
Advanced knowledge of Microsoft Excel, PowerPoint, and Word
Statistics or Financial Mathematics background
Minimum Education and Experience Requirements
Bachelor's degree in accounting, business, economics, finance, investment, statistics or related discipline, and two years of experience in investment or related field; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Supplemental and Contact Information
- PLEASE SUBMIT YOUR APPLICATION ON-LINE USING THIS WEBSITE *
All applicants must complete and submit a State application for employment using the NEOGOV Online Job Application System (http://www.oshr.nc.gov/jobs/) for the State of North Carolina. To receive credit for your work history and credentials, you must list the information on the online application form.
Any information omitted from the application cannot be considered in screening for qualifying credit. Attached or incorporated resumes (including Text resumes on application form) WILL NOT be used for screening for qualifying credit. Please make sure you complete the application in full. "See Resume" or "See Attachment" will NOT be accepted.
Other attachments will also be accepted, but not used in screening for qualifying credit. Applicants may be subject to a criminal background check.
Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account and click "Application Status". It is not necessary to contact the Human Resources Office to check the status of an application.
If you are having technical issues submitting your application, please call the NeoGov Help Line at 855-524-5627. If there are any questions about this posting, other than your application status, please email Dept of State Treasurer at HR@nctreasurer.com.
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