Investment Coordinator – Short-term Investments

Job Description

Investment Operations Manager | State of Missouri

The Tone:
This is a full-time role at the State of Missouri, located in Jefferson City, MO. The State of Missouri is a public sector organization serving its citizens through various departments, including the State Treasurer’s Office. This role is crucial for coordinating investment activities and managing short-term investment strategies for the Treasurer’s Office, directly impacting the state’s financial operations and liquidity. It ensures the efficient handling of daily cash positioning and supports broader investment operations.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Jefferson City, MO

• Mission: Owns the coordination of investment activities and management of short-term investment strategies to ensure operational liquidity and minimize idle balances for the State Treasurer’s Office.
• Tech Stack: Bloomberg, API-driven spreadsheets

What You’ll Actually Do
• Investment Coordination: Coordinate investment activities including market monitoring, pricing, trade tickets, and counterparty communications, managing trade strategy, collateral eligibility, settlement timing, and resolving exceptions.
• Liquidity Management: Plan and manage short- and medium-term cash ladders across daily, weekly, and monthly horizons to ensure operational liquidity and minimize idle balances.
• Compliance and Reporting: Oversee collateral and compliance controls, including haircuts, eligibility, and substitutions, while documenting any necessary remediation actions.
• Process Optimization: Follow established procedures and internal controls for investment operations, recommending and implementing process improvements to strengthen continuity and audit readiness.
• Project and Stakeholder Communication: Ensure alignment with project scope, objectives, and stakeholder expectations, documenting outcomes against defined success standards and facilitating regular communication with managers and other stakeholders.

The Must-Haves
• Background: Preferred Bachelor’s degree in business administration, economics, finance, or a closely related field, or an equivalent combination of education and relevant professional experience. Possess knowledge of investment markets, economic theories, investment principles, and portfolio management.
• Experience: Demonstrated familiarity with Bloomberg and experience developing and utilizing API-driven spreadsheets.
• Skills: Strong analytical and data analysis skills; strong computer proficiency; excellent written and verbal communication skills.
• Bonus: Ability to establish and maintain positive working relationships with various stakeholders, maintain confidentiality, and demonstrate integrity and a high degree of ethics.