Job Details Working Title: Investment Analyst, Performance Analytics Job Class: Investment Analyst, Intermediate or Investment Analyst, Senior Agency: MN State Board of Investment - Job ID: 97464
- Location: St. Paul
- Telework Eligible: SBI currently utilizes a hybrid model, with weekly anchor days required. This is subject to change at the discretion of the SBI Executive Director.
- Full/Part Time: Full-Time
- Regular/Temporary: Unlimited
- Who May Apply: Open to all qualified job seekers
- Date Posted: 10/06/2026
- Closing Date: 10/23/2026
- Hiring Agency/Seniority Unit: Investment Board / Investment Board-Excluded Oth
- Division/Unit: State Board Of Investment(SBI) / Performance Analysis
- Work Shift/Work Hours: Not Applicable Shift
- Days of Work: Monday - Friday
- Travel Required: Up to 5%
- Salary Range(s):
- InvestmentAnalyst, Intermediate: $106,592- $137,370annually
- InvestmentAnalyst,Senior:$143,821-$193,871annually
- Classified Status: Unclassified
- Bargaining Unit/Union: 221 - Excluded All Others/Unrep
- FLSA Status: Exempt - Professional
- Designated in Connect 700 Program for Applicants with Disabilities : No
Job Summary About the Opportunity: The SBI is conducting a search for a detail-oriented and mission-driven Investment Analyst, Performance Analytics, to support its Investment Performance function. This position offers a strong opportunity for an investment professional with experience or interest in investment performance calculation and reporting to contribute to a leading public pension fund.
Reporting to the Head of Performance Analytics, this positionis responsible forleading the generation of internal and external performance reporting, calculation, and monitoring, as well as daily validation and reconciliation of performance records. The successful candidate will work closely with investment staff and external service providers to maintain the integrity of performance measurement, risk management, and reporting.
The position requires familiarity with institutional investment concepts and the ability to work with information related to portfolio strategy, asset allocation, investment performance, benchmarks, and composite construction. The successful candidate will ensure that the SBI's performance is consistently and accurately communicated to all stakeholders and constituents.
Primary Responsibilities: - Calculate and report portfolio and composite performance across the many line items and asset classes in SBI's investment program, including results at the total-plan level.
- Generate internal and external reporting to support SBI staff, including daily performance monitoring, quarterly board books, annual reports, and attribution and risk analysis
- Maintain data quality, consistency, and accuracy across custodial, accounting, and internal platforms for performance measurement and reporting purposes
- Contribute to ongoing and ad hoc projects such as asset allocation studies, system and/or process enhancements, and performance measurement and reporting enhancements
Qualifications Minimum Qualifications Candidates must meet all of the following minimum qualifications to be considered for this position:
- Bachelor's degree
- At least three (3) years of professional experience at a financial services firm or in a comparable role.
- Working knowledge of institutional investment concepts, including asset allocation, investment performance, portfolio benchmarks, investment vehicles, and the objectives of major asset classes.
- Proficiency in Microsoft Excel and other Microsoft Office applications.
- Demonstrated attention to detail, strong organizational skills, and the ability to prioritize multiple tasks, projects, and deadlines.
- Experience communicating effectively with professionals across functions and at different organizational levels.
- Willing participation in and desire to make continuous progress toward completion of the Chartered Financial Analyst (CFA) program.
Preferred Qualifications - 5+ years of professional experience at a financial services firm, or equivalent
- Experience in investment performance measurement, reporting and analysis, or related field
- Experience working with an asset allocator such as a public or corporate plan sponsor, endowment, or foundation
- Advanced Excel skills (Macros/PivotTables/Advanced formulas) and/or experience with Power BI, Tableau, or other business intelligence tools
- Advanced analytical, technical, and problem solving skills applicable to process enhancements, operational optimization, and data management
- Completion or progress toward the Chartered Financial Analyst (CFA) program and/or the Certificate of Investment Performance Measurement (CIPM) program
Additional Requirements It is the policy of theState Board of Investmentthat all employeessubmitto a background investigation prior to employment. The background check may consist of the following components:
- SEMA4 Records Check (applies to current and past State employees only)
- Criminal History Check
- Employment Reference Check
- Social Security and Address Verification
- Education Verification
- Driver's License Check
TheState Board of Investmentdoes not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
Application Details How to Apply Select "Apply for Job" at the top of this page. If you have questions about applying for jobs, contact the Careers Help Desk at 651-259-3637 or email careers@state.mn.us . For additional information about the application process, go to http://www.mn.gov/careers .
As part of the application process, please include a cover letter and specifically address the following questions: - Why do you want to work for the SBI, and what interests you about public pension investment management?
- What interests you most about investment performance measurement and why?
Contact If you have questions about this position, contact Aneda Sivongsay at aneda.sivongsay@mnretire.gov or 651-284-7878 .
To receive consideration as a Connect 700 Program applicant, apply online, email the Job ID#, the Working Title and your valid Proof of Eligibility Certificate by the closing date to Aneda Sivongsay at aneda.sivongsay@mnretire.gov .
Benefits As an employee, you'll have access to one of the most affordable health insurance plans in Minnesota, along with other benefits to help you and your family be well.
Your benefits may include: - Paid vacation and sick leave
- 12 paid holidays each year
- Low-cost medical, dental, vision, and prescription drug plans
- Fertility care, including IVF
- Diabetes care
- Dental and orthodontic care for adults and children
- 6 weeks paid leave for parents of newborn or newly adopted children
- Pension plan that provides income when you retire (after working at least three years)
- Employer paid life insurance to provide support for your family in the event of death
- Short-term and long-term disability insurance that can provide income if you are unable to work due to illness or injury
- Tax-free expense accounts for health, dental, and dependent care
- Resources that provide support and promote physical, emotional, social, and financial well-being
Support to help you reach your career goals: - Training, classes, and professional development
- Tuition reimbursement
- Federal Public Service Loan Forgiveness Program (Some positions may qualify for the Public Service Loan Forgiveness Program. For more information, visit the Federal Student Aid website at studentaid.gov )
Employee Assistance Program (EAP) for work/life support: - A voluntary confidential program that helps employees and their families with life challenges that may impact overall health, personal well-being, or job performance
- Common sources of stress can be addressed through the EAP: mental health, relationship challenges (personal and work), grief and loss, finances, and legal issues
- Daily Living/Convenience Services: Chore services, home repair, trip planning, child/elder care
Programs, resources and benefits eligibility varies based on type of employment, agency, funding availability, union/collective bargaining agreement, location, and length of service with the State of Minnesota.
