Retirement Investment Officer - Compliance
Apply NowCompany: State of Iowa
Location: Des Moines, IA 50317
Description:
Salary : $110,760.00 - $157,539.20 Annually
Location : Des Moines - 50321 - Polk County, IA
Job Type: Full-time
Job Number: 25-02703
Agency: 553 Iowa Public Employees' Retirement System (IPERS)
Opening Date: 03/26/2025
Closing Date: 4/9/2025 11:59 PM Central
LinkedIn Tag: #LI-POST
Point of Contact: Melinda.Rushing@ipers.org
Job Description
The Iowa Public Employees Retirement System (IPERS) is seeking a Retirement Investment Officer - Compliance to play a critical role in overseeing investment compliance within our Risk Management and Compliance Division.
As an authoritative expert in internal and external investment compliance, you'll help protect IPERS' assets and ensure investments align with federal and state laws, as well as Investment Board and internal policies. This is an exciting opportunity to make a meaningful impact toward responsible investment management while working with a team dedicated to ensuring IPERS' compliance with relative laws and requirements.
What You'll Do:
What We Offer:
For more details, check out
Unlock the complete value of State of Iowa benefits with the .
If you're ready to apply your expertise in investment compliance and risk management, we invite you to join our team at IPERS. Apply today!
Finalists are subject to a background check.
Minimum Qualification Requirements
Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification:
1) Graduation from an accredited four-year college or university with a degree in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.), and experience equal to three years of full-time work in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office.
2) All of the following (a and b):
a. Three years of full-time work experience in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office; and
b. A total of four years of education and/or full-time experience (as described in part a), where thirty semester hours of accredited college or university course work in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.) equals one year of full-time experience.
For additional information, please click on this
Why Choose the State of Iowa?
At the heart of our commitment to excellence is a dedication to our most valuable asset - our employees. Discover the outstanding benefits that set us apart as an employer of choice.
Our Robust Benefits Package Includes:
Competitive Compensation:
Enjoy a competitive salary that reflects directly on your skills and expertise.
Keep in mind, your wage is just one part of your total compensation. Unlock the complete value of your employment with the State of Iowa by using our user-friendlyGain insights into your comprehensive annual compensation, including salary and State-provided benefits.
Health and Wellness:
Prioritize your well-being with our comprehensive health plans, including medical, dental, and vision coverage. Enjoy the peace of mind knowing that the State of Iowa covers 90% of the premiums, providing you and your loved ones with excellent coverage at a remarkably low cost.
Retirement Planning:
We are proud to offer the Iowa Public Employees Retirement System (IPERS). A defined benefit plan, IPERS benefits are guaranteed for life, meaning once you retire, you will receive the same monthly benefit for the remainder of your life (once vested). We invest in your long-term financial well-being, so you can retire with peace of mind.
Paid Time Off:
Life is unpredictable, and at the State of Iowa, we understand the importance of work-life balance. Our leave policies, including paid holidays, vacation, and sick leave with unlimited accrual, ensure you have the flexibility you need for personal and family matters.
Professional Development:
Elevate your career with continuous learning opportunities. We support your growth through training programs, workshops, and tuition reimbursement.
Employee Assistance Program (EAP):
We care about your well-being beyond the workplace. Access confidential counseling, resources, and support through our Employee Assistance Program.
Diversity and Inclusion:
Be part of a diverse and inclusive workplace that embraces all backgrounds and perspectives. We believe diversity is a strength that drives innovation.
Join Us - Elevate Your Career:
Ready to elevate your career with the State of Iowa?to explore more about our unparalleled benefits and discover what makes us unique. Your success is our priority!
01
Do you understand that the answers to all of the following questions must be truthful, honest, and accurate to the best of your ability? Please read all questions and answers thoroughly and make sure you understand them completely. Ensure the answers to your questions match the information filled out on your application and the attachments you have uploaded. If the answers to your questions are inconsistent with your application information or uploaded attachments, you will be given zero points for the question. Knowingly misrepresenting the facts when submitting any information related to an application, examination, certification, appeal, or any other facet of the selection process will result in your disqualification from this application and future employment with the state of Iowa.
02
PLEASE READ CAREFULLY
Have you filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. 611 et seq?
03
Have you graduated from an accredited four-year college or university with a bachelor's degree in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.)? IF YES - how many years do you have of full-time work experience in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office?
04
Do you have both A AND B:A. Three years of full-time work experience in investment portfolio management orresearch for a stock exchange, investment or banking firm, public or private pensionsystem, or treasurer's office; andB. A total of four years of education and/or full-time experience (as described in part a),where thirty semester hours of accredited college or university course work in finance,economics, business administration, or a quantitative field (e.g., mathematics,engineering, computational finance, physics, etc.) equals one year of full-timeexperience.
Required Question
Location : Des Moines - 50321 - Polk County, IA
Job Type: Full-time
Job Number: 25-02703
Agency: 553 Iowa Public Employees' Retirement System (IPERS)
Opening Date: 03/26/2025
Closing Date: 4/9/2025 11:59 PM Central
LinkedIn Tag: #LI-POST
Point of Contact: Melinda.Rushing@ipers.org
Job Description
The Iowa Public Employees Retirement System (IPERS) is seeking a Retirement Investment Officer - Compliance to play a critical role in overseeing investment compliance within our Risk Management and Compliance Division.
As an authoritative expert in internal and external investment compliance, you'll help protect IPERS' assets and ensure investments align with federal and state laws, as well as Investment Board and internal policies. This is an exciting opportunity to make a meaningful impact toward responsible investment management while working with a team dedicated to ensuring IPERS' compliance with relative laws and requirements.
What You'll Do:
- Develop and lead the Investment Compliance Program, including setting objectives, priorities, and policies.
- Monitor and review investment manager contracts and fee calculations to ensure compliance with agreed terms.
- Advise on compliance matters during investment manager contract negotiations.
- Conduct compliance reviews and report findings to key stakeholders.
- Stay ahead of regulations by tracking new and proposed state and federal investment rules.
- Identify and mitigate risks through policy recommendations and internal controls.
- Provide executive-level guidance on significant compliance risks.
- Oversee data integrity and safeguard confidential investment information.
- Analyze investment data to detect financial anomalies.
- Ensure policy adherence by both Board members and staff.
- Lead training efforts and serve as a compliance resource for the team.
What We Offer:
- Comprehensive benefits including health, dental, life, and long-term disability insurance (coverage begins the first of the month after 30 days). View 2025 health and dental premiums .
- Generous paid time off - vacation and sick leave begin accruing on day one.
- Nine paid holidays per year.
- Flexible Spending Accounts for medical and dependent care.
- Retirement benefits through the IPERS Defined Benefit Plan.
- Additional voluntary retirement savings options through the Retirement Investors Club.
For more details, check out
Unlock the complete value of State of Iowa benefits with the .
If you're ready to apply your expertise in investment compliance and risk management, we invite you to join our team at IPERS. Apply today!
Finalists are subject to a background check.
Minimum Qualification Requirements
Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification:
1) Graduation from an accredited four-year college or university with a degree in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.), and experience equal to three years of full-time work in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office.
2) All of the following (a and b):
a. Three years of full-time work experience in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office; and
b. A total of four years of education and/or full-time experience (as described in part a), where thirty semester hours of accredited college or university course work in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.) equals one year of full-time experience.
For additional information, please click on this
Why Choose the State of Iowa?
At the heart of our commitment to excellence is a dedication to our most valuable asset - our employees. Discover the outstanding benefits that set us apart as an employer of choice.
Our Robust Benefits Package Includes:
Competitive Compensation:
Enjoy a competitive salary that reflects directly on your skills and expertise.
Keep in mind, your wage is just one part of your total compensation. Unlock the complete value of your employment with the State of Iowa by using our user-friendlyGain insights into your comprehensive annual compensation, including salary and State-provided benefits.
Health and Wellness:
Prioritize your well-being with our comprehensive health plans, including medical, dental, and vision coverage. Enjoy the peace of mind knowing that the State of Iowa covers 90% of the premiums, providing you and your loved ones with excellent coverage at a remarkably low cost.
Retirement Planning:
We are proud to offer the Iowa Public Employees Retirement System (IPERS). A defined benefit plan, IPERS benefits are guaranteed for life, meaning once you retire, you will receive the same monthly benefit for the remainder of your life (once vested). We invest in your long-term financial well-being, so you can retire with peace of mind.
Paid Time Off:
Life is unpredictable, and at the State of Iowa, we understand the importance of work-life balance. Our leave policies, including paid holidays, vacation, and sick leave with unlimited accrual, ensure you have the flexibility you need for personal and family matters.
Professional Development:
Elevate your career with continuous learning opportunities. We support your growth through training programs, workshops, and tuition reimbursement.
Employee Assistance Program (EAP):
We care about your well-being beyond the workplace. Access confidential counseling, resources, and support through our Employee Assistance Program.
Diversity and Inclusion:
Be part of a diverse and inclusive workplace that embraces all backgrounds and perspectives. We believe diversity is a strength that drives innovation.
Join Us - Elevate Your Career:
Ready to elevate your career with the State of Iowa?to explore more about our unparalleled benefits and discover what makes us unique. Your success is our priority!
01
Do you understand that the answers to all of the following questions must be truthful, honest, and accurate to the best of your ability? Please read all questions and answers thoroughly and make sure you understand them completely. Ensure the answers to your questions match the information filled out on your application and the attachments you have uploaded. If the answers to your questions are inconsistent with your application information or uploaded attachments, you will be given zero points for the question. Knowingly misrepresenting the facts when submitting any information related to an application, examination, certification, appeal, or any other facet of the selection process will result in your disqualification from this application and future employment with the state of Iowa.
- Yes - I understand and agree.
- No
02
PLEASE READ CAREFULLY
Have you filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. 611 et seq?
- No - I have NOT filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. 611 et seq
- Yes - I HAVE filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. 611 et seq
03
Have you graduated from an accredited four-year college or university with a bachelor's degree in finance, economics, business administration, or a quantitative field (e.g., mathematics, engineering, computational finance, physics, etc.)? IF YES - how many years do you have of full-time work experience in investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office?
- Not applicable - I do not have a Bachelor's Degree in the identified areas
- Less than one year of the identified experience
- One year to less than three years of the identified experience
- Three years or more of the identified experience
04
Do you have both A AND B:A. Three years of full-time work experience in investment portfolio management orresearch for a stock exchange, investment or banking firm, public or private pensionsystem, or treasurer's office; andB. A total of four years of education and/or full-time experience (as described in part a),where thirty semester hours of accredited college or university course work in finance,economics, business administration, or a quantitative field (e.g., mathematics,engineering, computational finance, physics, etc.) equals one year of full-timeexperience.
- I meet A AND B
- I do not meet A AND B
Required Question