Research and Data Analyst

Initial Posting Date:

10/10/2024

Application Deadline:

10/31/2024

Agency:

Oregon State Treasury

Salary Range:

$4,998 - $7,647

Position Type:

Employee

Position Title:

Research and Data Analyst

Job Description:

Oregon State Treasury is recruiting for the position of Research and Data Analyst for our Debt Management Division. This position will research, gather, analyze, report on and ensure the accuracy of information to support debt-related programs and implement various policies and procedures, laws, and regulations related to the state’s bonding programs as promulgated by the Federal government, State Legislature and the State Treasurer.​ ​ 

 

Job Duties Summary  

• ​​Conduct local debt verification as required for all local governments and state agencies.  

• ​Assist lead staff for BondTracker testing, Real Market Value Assessment update from the Department of Revenue, population data updates, Bond Bill limits, report generation and data quality review.   

• ​Manage the entry of bond data, redemptions, defeasance in the BondTracker system.  

• ​Conduct periodic review of Department of Revenue assessment, local government debt, state data on school districts for accuracy and completeness.  

• ​Develop and prepare specific statistical or financial reports.  

• ​Work with stakeholders including Debt Management Director/Deputy Director, IT and external partners to ensure Debt Management data is accurately reported on the State’s website including new issue information, local debt issuance schedule, independent registered municipal advisor disclosure, and other debt related reporting requirements.​​ 

• ​Conduct research requests for information from federal, industry, state and local government sources.   

• Gather financial, demographic, economic and other types of information; ensure the accuracy of such information, and under the guidance of the Deputy Director, prepare information for use in presentations, disclosure documents and reports related to Appendix A, State Debt Policy Advisory Commission Report, Municipal Debt Advisory Commission report and any debt-related of the Division.   

• Collaborate with internal and external program representatives to review and ensure completeness of report.  

• Assist in preparing annual State Debt Policy Advisory Commission, Municipal Debt Advisory Commission report, periodic updates to  Debt Management disclosure documents including fiscal year-end report generation, sustainability reporting, and other reports as requested. 

• ​Under the guidance of the Director/Deputy Director, assist in the preparation and dissemination of periodic disclosure of information filings, including SEC material event and voluntary disclosure.  

• ​Communicate and coordinate with other State agencies or finance professionals in the review, approval and reporting processes.​​  

• ​Assist in periodic review of Oregon Administrative Rules, division policies and procedures, makes recommendations regarding improvements and updates. Manage the Oregon Administrative Rule update and amendment processes as applicable.   

• ​Analyze potential fiscal impact of proposed legislation. Participate in task force groups. Assist in development of local government training, including publication of information articles.   

• ​Coordinate member appointments and reappointments. Manage communication and meeting coordination and direct other staff personnel in support of Municipal Debt Advisory Commission matters.​​ 

• Support the legislative analysis process by conducting analysis of proposed legislation and preparing written summary of analysis; and  

• Track and review referendums at the state and local government level to determine impact on bonding programs of state agencies and local governments.   

 

Work Schedule 

This position will have the opportunity for a hybrid (remote and in-office) work location schedule; in-office work will be predominately from Treasury’s ​Salem office​. This position will work from the Salem office a minimum of once a month. Based on business needs, this position may require additional days in office. 

 

Salary Range 

$59,976‬ - $91,764‬ annually.  

There is a 6.55% cost of living adjustment that will be applied to the salary listed above. This is scheduled to happen in either January or February 2025.

Job Classification 

This position is classified as a Program Analyst 2. This position is ​a SEIU represented position​. 

 

Required Minimum Qualifications  

• A bachelor's degree in business or public administration, behavioral or social sciences, or a degree related to the agency program that demonstrates the capacity for the knowledge and skills; and two years experience coordinating or administering a program; OR 

• Any combination of experience or education equivalent to five years of experience that typically supports the knowledge and skill requirements listed for the classification. 

Desired Attributes 

Job Specific Attributes  

• Finance experience such as from a bank, broker-dealer, rating agencies, government.  

• Experience with debt management and bond issuances. 

• Experience with financial software and tools. 

• Experience with gathering, tracking, and processing financial information. 

• Excellent attention to detail and accuracy, adaptable, flexible, Self-motivated and resourceful.  

• Excellent organizational skills, including organizing processes, files and execution of specific tasks.    

 

Core Attributes  

• Respect – Treats all individuals fairly and respectfully; works effectively with others; fosters an environment where opportunities to thrive are available to all; respects different values and viewpoints. 

• Teamwork – Acts in a professional, respectful, and courteous manner, recognizes the worth of others, and places the good of the team ahead of personal objectives. 

• Flexibility – Demonstrates willingness to change to meet organizational needs, professionally handles discomfort with a changing work environment, and remains calm in stressful situations. 

• Communication – Effectively articulates and exchanges information with internal and external stakeholders. Is prompt in responding to questions and inquiries. 

• Initiative – Takes appropriate action without waiting for explicit instructions, generates creative approaches to addressing problems and opportunities. 

• Critical Thinking – Identifies and weighs options, makes sound decisions after reviewing all relevant information, plans for potential problems, takes calculated risks, and recognizes impact of solutions. 

• Time Management – Prioritizes and manages time effectively across various competing tasks, demonstrating focus and adaptability, arriving on time for meetings, and meeting deadlines. 

• Attention to Detail – Demonstrates accuracy and thoroughness when accomplishing tasks. 

 

How to Apply 

You are required to upload your resume and a cover letter describing how you meet the desired attributes listed above.  

 

Please make sure the attributes and qualifications you possess are clearly demonstrated in your application materials. Following these instructions and providing this information will be used to determine which candidates will be selected to move forward in the process. 

 

We will accept applications through the job announcement closing date, however, we may close this recruitment early, if we receive a well-qualified applicant pool.  If interested, please apply early. 

 

Benefits of Joining Our Team 

• Low employee premium share for medical, dental, vision, and basic employee life (1% or 5% employee share); 

• Robust paid leave package, such as vacation, personal business, holidays, sick leave, and floating day of leave; 

• PERS retirement benefits; 

• Support with training and development; 

• Student loan forgiveness under the Public Service Loan Forgiveness Program (PSLF); 

• Optional benefits include optional life, short & long term disability, accidental death and dismemberment, Oregon Savings Growth Plan (deferred compensation plan), flexible spending accounts, long term care insurance, employee assistance program, and more! 

 

About Oregon State Treasury 

Oregon State Treasury is focused on improving the financial well-being of all Oregonians. We provide low-cost programs for governments, and empower Oregonians to invest in themselves and their loved ones for a more secure future. Oregon State Treasury is led by State Treasurer Tobias Read. As Treasurer, he is the state’s financial leader, the custodian of public funds and chief investment officer. We prioritize investing for the long term, doing business the right way, and empowering Oregonians to invest in themselves. We're proud of the work we do to help families, governments, and businesses succeed. 

 

We are committed to cultivating a workplace that is diverse, inclusive, and respectful. We value and support the collective differences in who we are and celebrate the fact that everyone comes to the table as their own unique individual. We believe this commitment empowers our success and makes Oregon State Treasury an excellent place to work. As Treasury employees, our commitment to diversity, equity, and inclusion makes this a safe environment for us to ask questions, learn, and grow, and helps us to better serve Oregonians. 

 

Our Values and Principles 

INTEGRITY---INNOVATION---DIVERSITY---TRUST---PROFESSIONALISM---ACCESSIBILITY  

Please visit the following webpage to learn more about Oregon State Treasury: https://www.oregon.gov/treasury/Pages/index.aspx 

 

Special Information  

• Prospective employees are subject to an extensive background check that may include, but not be limited to, validation of all application materials, prior employment, and professional references, driving records and fingerprint-based state and federal criminal and civil records.  Adverse background data may be grounds for immediate disqualification. 

• OST does not offer visa sponsorships, and within three days of hire, the successful candidate will be required to complete the U.S. Department of Homeland Security form I-9, confirming authorization to work in the United States. 

• Eligible veterans who meet the qualifications will be given veterans' preference. To receive preference you MUST attach appropriate documentation as outlined by the Department of Administrative Services at the following website: Veterans Resources.  You may also call the Oregon Department of Veterans' Affairs at 1-800-692-9666. 

• OST is an equal opportunity, affirmative action employer committed to a diverse workforce.  

• Consistent with the Americans with Disabilities Act (ADA), Oregon State Treasury will provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. Requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please call Oregon State Treasury at 503-378-4000 and request to be connected to Human Resources.