What are the responsibilities and job description for the Junior Investment Operational Professional, PSERS position at State of Pennsylvania?
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 :
Chartered Financial Analyst (CFA) : 1 year per level passed
Additional Requirements :
Preferred Qualifications :
How to Apply :
Veterans :
Telecommunications Relay Service (TRS) :
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.
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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?
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.
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