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Junior Investment Operational Professional, PSERS

State of Pennsylvania
Dauphin, PA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/8/2025

Salary : $65,272.00 - $99,600.00 Annually

Location : Dauphin County, PA

Job Type : Non-Civil Service Permanent Full-time

Job Number : N-2025-16249

Department : Public School Employees' Retirement System

Division : PS Invmt Off

Opening Date : 01 / 28 / 2025

Closing Date : 2 / 10 / 2025 11 : 59 PM Eastern

Job Code : P7201

Position Number : 50581560SL

Union : Non Union

Bargaining Unit : A3

Pay Group : IP01

Bureau / Division Code : 1630

Bureau / Division : Investment Office

Worksite Address : 5 North 5th Street

City : Harrisburg, Pennsylvania

Zip Code : 17101

Contact Name : Doris Coomes

Contact Phone : 717.720.4738

Contact Email : dcoomes@pa.gov

THE POSITION

Are you seeking foundational level, yet highly impactful, investment operations work in an investment portfolio and trade support capacity? Do you have the experience and knowledge to perform the full range of work with primary duties involving the completion of treasury and custodial bank transactions as well as reporting on total funds / related liquidity? Then look no further! We are looking for a self-motivated, collaborative professional working in this capacity to communicate with internal management and external stakeholders. A successful candidate for this position should possess : the ability to multi-task; solid time management skills; strong attention to detail / technical acumen; excellent analytical and communication skills; ability to quickly learn and apply new concepts; strong interpersonal skills; and a collaborative work ethic.

The Pennsylvania Public School Employees' Retirement System (PSERS, ), is an agency in the Commonwealth of Pennsylvania that administers the pension plan for Pennsylvania's public school employees. The mission of PSERS is to maintain a financially sound System that supports over a half million members with a current pension fund of approximately $70 billion. This position will play a contributing part in ensuring PSERS fulfills its mission and values.

PSERS is located in Harrisburg, PA, a mid-size city situated along the Susquehanna River. The Harrisburg area is affordable and near many attractions including Hershey, and it is only two hours from major cities and airports like Philadelphia, Baltimore, and Washington D.C.

DESCRIPTION OF WORK

This position works within the agency Portfolio Support team of Investment Operations in a critical role coordinating assigned investment operations activities for the Investment Office of the Public School Employees' Retirement System. Primary responsibilities include : completion of treasury related functions at PSERS' custodian bank and reporting on PSERS' total fund as well as the fund's overall liquidity. In this capacity, the position will perform basic components within these functions with close supervision and coordination with other investment professionals.

Interested in learning more? Additional details regarding this position can be found in the

Work Schedule and Additional Information :

  • Full-time employment
  • Work hours are 8 : 00 AM to 4 : 00 PM, Monday - Friday, with a 30-minute lunch.
  • Telework : This position is telework eligible, dependent on operational and executive leadership requirements. All teleworking must occur within Pennsylvania. If requesting to telework, incumbent must have a securely configured high-speed internet connection at their Pennsylvania telework location.
  • Salary : In some cases, the starting salary may be non-negotiable.
  • You will receive further communication regarding this position via email. Check your email, including spam / junk folders, for these notices.

REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY

QUALIFICATIONS

Minimum Experience and Training Requirements :

  • A Bachelor's degree; or
  • Four years performing relevant investment operations or investment risk work; or
  • An equivalent combination of experience and training.
  • Successful completion of any of the following professional accreditations may be substituted for relevant work experience :
  • Chartered Financial Analyst (CFA) : 1 year per level passed

  • Chartered Alternative Investment Analyst (CAIA) : 1 year
  • Financial Risk Manager (FRM) : 1 year per level passed
  • Professional Risk Manager (PRM) : 1 year
  • Certified Securities Operations Professional (CSOP) : 1 year (only applicable to Operations positions)
  • Certified Treasury Professional (CTP) : 1 year (only applicable to Operations positions)
  • Additional Requirements :

  • You must be able to perform essential job functions.
  • Preferred Qualifications :

  • A bachelor's degree from an accredited college or university in finance or accounting
  • At least one year of experience creating / monitoring investment fund reports with data visualization tools which may include : liquidity forecasting / estimated significant cash flows and related settlement
  • At least one year of experience conducting treasury related function within custodian banking platform to move cash, securities, fund capital calls, etc.
  • At least one year of experience with the review / audit of investment fees, budgetary items, and related expenditures from custodian banks
  • How to Apply :

  • You must attach a cover letter and resume to your application for review by the hiring manager. However, the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience / education).
  • If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
  • Veterans :

  • Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to and click the Veterans' Preference tab or contact us at
  • Telecommunications Relay Service (TRS) :

  • 711 (hearing and speech disabilities or other individuals).
  • If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.

    The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

    Learn more about our Total Rewards by watching this short !

    See the total value of your benefits package by exploring our

    Health & Wellness

    We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.

    Compensation & Financial Planning

    We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.

    Work / Life Balance

    We know there's more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.

    Values and Culture

    We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.

    Employee Perks

    Sometimes, it is the little "extras" that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.

    For more information on all of these Total Rewards benefits, please visit and click on the benefits box.

  • Eligibility rules apply.
  • Have you successfully completed, or are you within three months of completing, a bachelor's degree? If you are claiming credits / degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

    If you answer "Yes" to this question based on education acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visiting and clicking the Evaluation Services Link.

    For additional information on foreign education credentials, please visit and click on Other Information.

    You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

    If you are within three months of completing a bachelor's degree, what date do you expect to graduate? If this does not apply to you, please type N / A in the text box.

    How many years of full-time experience performing relevant investment operations or investment risk work do you possess?

  • 4 years or more
  • 3 but less than 4 years
  • 2 but less than 3 years
  • 1 but less than 2 years
  • Less than 1 year
  • None
  • If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N / A in the text box below.

    How much college coursework have you completed in any field?If you are claiming credits / degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

    If your education was acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visiting and clicking the Evaluation Services Link.

    For additional information on foreign education credentials, please visit and click on Other Information.

    You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

  • 120 credits or more
  • 90 but less than 120 credits
  • 60 but less than 90 credits
  • 30 but less than 60 credits
  • 15 but less than 30 credits
  • Less than 15 credits
  • None
  • Have you successfully completed any of the following professional accreditations : Chartered Financial Analyst (CFA); Chartered Alternative Investment Analyst (CAIA); Financial Risk Manager (FRM); Professional Risk Manager (PRM); Certified Securities Operations Professional (CSOP); or Certified Treasury Professional (CTP)? If you are claiming credits / degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

    If you answer "Yes" to this question based on education acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visiting and clicking the Evaluation Services Link.

    For additional information on foreign education credentials, please visit and click on Other Information.

    You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

    If you answered Yes, please provide the accreditation name, accreditation number, and expiration date, in addition to the levels or courses of the accreditation you have completed, if applicable. If you answered No, please type N / A in the text box below.

    Preferred Qualification : Have you received a Bachelor's degree from an accredited college or university in Finance or Accounting?

    Preferred Qualification : Do you possess at least one year of experience creating / monitoring investment fund reports with data visualization tools? (Examples may include liquidity forecasting / estimated significant cash flows and related settlement.)

    Preferred Qualification : Do you possess at least one year of experience conducting treasury related functions within custodian banking platform to move cash, securities, fund capital calls, etc.?

    Preferred Qualification : Do you possess at least one year of experience with the review / audit of investment fees, budgetary items, and related expenditures from custodian banks?

    Required Question

    Salary : $65,272 - $99,600

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