Investment Specialist
full-time•Chicago•$50k - $60k
About this role
JOB OPPORTUNITY ANNOUNCEMENT
Job Title: Investment Specialist
Division: Investments
Classification: Exempt
Location: Chicago, Illinois
Salary: $50,000-$60,000
Position Summary:
The duties more generally include organizational and administrative activities, as well as special projects that support the Treasurer’s Office’s portfolios including, but not limited to, the 529 College Savings Plans, Illinois Secure Choice Retirement Savings Program, Achieving a Better Life Experience (ABLE) Program, Illinois Growth and Innovation Fund, Student Empowerment Fund, and FIRST Fund. The Investment Specialist interacts with many divisions within the Treasurer’s Office in the interest of seeking to build foundational experience in institutional investing, public service, investment research and strategic project management. Attendance is an essential function of this position.
Duties and Responsibilities:
- Provides multifaceted support to the various divisions (ex: investments, procurement, legislative, communications) within the Office of the Illinois State Treasurer in executing the investment, diversity, and sustainability objectives of the Office of the Illinois State Treasurer.
- Conduct investment and macroeconomic research, compile data, and develop insights to support investment decision-making.
- Help prepare materials, research, due diligence documentation, and investment reviews for current and prospective investment managers for the Public Market and Private Market Investment Portfolios.
- Prepare briefing materials, memos, and summaries for internal and external meetings.
- Assist with scheduling, meeting coordination, and follow-up actions to ensure effective execution of the Chief Investment Officer’s priorities.
- Contribute to quality control efforts ensuring accuracy, consistency, and clarity of internal and external deliverables.
- Support cross-functional initiatives and special projects led by the Investment Division.
- Collaborate with the operations team to improve reporting workflows, document controls, and data organization.
- Support process improvement and technology initiatives that enhance operational efficiency.
- Conducts project management activities including the monitoring, overseeing and facilitating of the timely execution of key initiatives and operational enhancements for the Office.
- Corresponds and interacts with various external entities including other State agencies as well as outside private sector organizations.
- Any other duties as assigned towards the execution of the Treasurer’s mission.
Specific Skills:
- Strong written and oral communication and presentation skills
- Quantitative and qualitative analysis skills
- Ability to multi-task, prioritize, and simultaneously manage multiple projects
- Meticulous attention to detail
- Ability to maintain satisfactory working relationships and communicate effectively with all levels of staff and the general public
- Proficiency with Microsoft Word, Excel, PowerPoint and related applications
Education and Work Experience:
Bachelor’s degree in business, administration, finance, economics, accounting, public policy, or any other related field; 0-3 years of experience in areas of finance, business administration, economics, public policy, and/or a related field preferred; OR any equivalent combination of experience and training that provides the required knowledge, skills and abilities to carry out the duties of the position. Public sector experience in the above-mentioned fields is desirable.
Application Process: Please visit https://illinoisstatetreasurer.applytojob.com/apply to apply by completing the online application, upload a resume and letter of interest.
Equal Employment Opportunity Employer. Applicants must be lawfully authorized to work in the United States.
Applicants are considered for all positions without regard to race, color, religion, sex, national origin, sexual orientation, age, marital or veteran status, or the presence of a non-job related medical condition or disability.
Other facts
Tech stack
Written Communication,Oral Communication,Presentation Skills,Quantitative Analysis,Qualitative Analysis,Multi-tasking,Prioritization,Project Management,Attention to Detail,Microsoft Word,Microsoft Excel,Microsoft PowerPoint
About Office of the Illinois State Treasurer
The Illinois State Treasurer’s Office is dedicated to protecting the state’s portfolio, ensuring the liquidity of all investments, and consistently producing earnings at or above industry standards. Our investment decisions promote education, access, and opportunity for individuals and governmental bodies across our state to give families the tools to achieve the American Dream. The Treasurer’s Office is committed to fulfilling this mission in a highly professional and ethical manner, while striving for transparency, efficiency, and preservation of public trust.
- State Investments
- Illinois Growth & Innovation Fund (growth equity and venture capital)
- Secure Choice Retirement Savings
- Bright Start and Bright Directions College Savings Plans
- Raising the Bar (ESG investments & corporate governance)
- Student Investment Account (student loans)
- Invest in Illinois programs (access to capital)
- Illinois Funds (local government investment pool)
- ePAY Merchant Payment Processing (credit and debit cards)
- State Banking
- Cannabis Banking
- iCash/Unclaimed Property
- Financial Education
Team size: 51-200 employees
Website: http://www.illinoistreasurer.gov
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1818
What you'll do
- The Investment Specialist supports the Chief Investment Officer and the Investment Division by conducting research, preparing materials, and assisting with various administrative tasks. This role contributes to investment activities and special projects aimed at enhancing transparency and efficiency.
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Frequently Asked Questions
What does Office of the Illinois State Treasurer pay for a Investment Specialist?
Office of the Illinois State Treasurer offers a competitive compensation package for the Investment Specialist role. The salary range is USD 50k - 60k per year. Apply through Clera to learn more about the full compensation details.
What does a Investment Specialist do at Office of the Illinois State Treasurer?
As a Investment Specialist at Office of the Illinois State Treasurer, you will: the Investment Specialist supports the Chief Investment Officer and the Investment Division by conducting research, preparing materials, and assisting with various administrative tasks. This role contributes to investment activities and special projects aimed at enhancing transparency and efficiency..
Why join Office of the Illinois State Treasurer as a Investment Specialist?
Office of the Illinois State Treasurer is a leading Financial Services company. The Investment Specialist role offers competitive compensation.
Is the Investment Specialist position at Office of the Illinois State Treasurer remote?
The Investment Specialist position at Office of the Illinois State Treasurer is based in Chicago, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Investment Specialist position at Office of the Illinois State Treasurer?
You can apply for the Investment Specialist position at Office of the Illinois State Treasurer directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Office of the Illinois State Treasurer on their website.