Investment Specialist

Chicago, IL

Full Time

Entry Level

JOB OPPORTUNITY ANNOUNCEMENT

Job Title: Investment Specialist
Division:               Investments
Classification: Exempt
Location:              Chicago, Illinois
Salary:                  $50,000-$60,000

Position Summary:

The Investment Specialist is responsible for supporting the Chief Investment Officer and the broader Investment Division. This entry-level role provides exposure across the full spectrum of the Office of the Illinois State Treasurer’s (“Treasurer’s Office”) investment activities—including public markets, private markets, and investment operations—while contributing to critical projects, reporting, and documentation improvements that drive transparency, efficiency, and strong investment outcomes.

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.

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Cover Letter*

Who referred you to this position? Enter their first and last name here.*

What's your citizenship / employment eligibility?*

What's your highest level of education completed?*

College or University*

GPA*

Are you 18 years of age or older?*

What languages do you speak fluently?*

Desired salary*

Earliest start date?*

References: Please enter names and contact information:*

Have you filed an application with our office before?* YesNo

If yes, give date

Have you been employed with our office before?*

If yes, give date

Are you currently employed?*

Are you on a layoff and subject to recall?*

Can you travel if a job requires it?*

How did you hear about this posting?*

If Personal Contact or Other, please specify

Will you now or in the future require visa sponsorship in order to continue employment with the Treasurer?*

Current or Previous Employer*

Current or Previous Employer Address*

Current or Previous Employer Supervisor*

Current or Previous Employer Dates of Employment*

Current or Previous Employer Job Title*

Current or Previous Employer Reason for leaving*

Current or Previous Employer Duties Performed:*

Previous Employer #2*

Previous Employer #2 Address*

Previous Employer #2 Supervisor*

Previous Employer #2 Dates of Employment*

Previous Employer #2 Job Title*

Previous Employer #2 Reason for Leaving*

Previous Employer #2 Duties Performed:*

Previous Employer #3*

Previous Employer #3 Address*

Previous Employer #3 Supervisor*

Previous Employer #3 Dates of Employment*

Previous Employer #3 Job Title*

Previous Employer #3 Reason for Leaving*

Previous Employer #3 Duties Performed:*

Are you currently in compliance with all state and federal income tax requirements?*

Are you a member of the National Guard or a veteran of the U.S. military Service?*

If yes, list branch:

Date of service:

Have you ever been fired from a job? (Downsizing/Layoff is not applicable)*