Senior Investment Manager

Senior Investment Manager - (Real Estate): PN: 20066894 (250004M0)

Senior Investment Manager - (Real Estate): PN: 20066894

(250004M0)

Organization: Workers' Compensation

Agency Contact Name and Information: Matthew Palte- HCM Sr. Analyst: ...

Unposting Date: Jul 13, 2025, 9:59:00 PM

Work Location: William Green Building 30 West Spring Street Columbus 43215-2256

Primary Location: United States of America-OHIO-Franklin County-Columbus

Compensation: Dependent on Qualifications 135k - 142k

Schedule: Full-time

Classified Indicator: Unclassified

Union: Exempt from Union

Primary Job Skill: Accounting and Finance

Technical Skills: Accounting and Finance

Professional Skills: Analyzation, Critical Thinking, Reasoning, Written Communication

Agency Overview

A Little About Us:

With roughly 1,500 employees in seven offices across Ohio, BWC is the state agency that cares for Ohio workers by promoting a culture of safety at work and at home and ensuring quality medical and pharmacy care is provided to injured workers. For Ohio employers, we provide insurance policies to cover workplace injuries and safety and wellness services to prevent injuries.

Our Culture:

BWC is a dynamic organization that offers career opportunities across many different disciplines. BWC employees strive to maintain an inclusive workplace. We begin by being an equal opportunity employer. Employees can participate in and lead employee resource groups, participate in online forums discussing society's impact on our services and workplace, and learn about how different perspectives can improve leadership skills.

Our Vision:

To transform BWC into an agile organization driven by customer success.

Our Mission:

To deliver consistently excellent experiences for each BWC customer every day.

Our Core Values:

One Agency, Personal Connection, Innovative Leadership, Relentless Excellence.

Job Description

BWC's core hours of operation are Monday-Friday from 8:00am to 5:00pm, however, daily start/end times may vary based on operational need across BWC departments. Most positions perform work on-site at one of BWC's seven offices across the state. BWC offers flex-time work schedules that allow an employee to start the day as early as 7:00am or as late as 8:30am. Flex-time schedules are based on operational need and require supervisor approval.

What Our Employees Have to Say:

BWC conducts an internal engagement survey on an annual basis. Some comments from our employees include:

BWC has been a great place to work as it has provided opportunities for growth that were lacking in my previous place of work.

I have worked at several state agencies and BWC is the best place to work.

Best place to work in the state and with a sense of family and support.

I love the work culture, helpfulness, and acceptance I've been embraced with at BWC.

I continue to be impressed with the career longevity of our employees, their level of dedication to service, pride in their work, and vast experience. It really speaks to our mission and why people join BWC and then retire from BWC.

If you are interested in helping BWC grow, please click this link to read more, and then come back to this job posting to submit your application!

What You'll Be Doing:

Act in a fiduciary capacity in the oversight & implementation of all work responsibilities.

Ensure that the BWC trust funds are administered in accordance with the BWC Investment Policy Statement.

Responsible for the oversight, implementation, monitoring, and invoice processing of BWC Real Estate portfolio.

Responsible for the due diligence on the current BWC roster of real estate managers.

Recommend to the BWC CIO potential changes to the BWC Real Estate portfolio and/or individual manager roster as needed.

Monitor existing Real Estate managers' compliance with their respective investment guideline and recommend actions to BWC CIO for potential compliance issues as necessary.

Review independent consultant performance reports to help monitor investment manager performance.

Analyze real estate portfolio and individual manager performance attribution.

Periodically meet with members of BWC's roster of real estate investment managers via calls and in person and record due diligence notes within BWC's file system.

Why Work for the State of Ohio

At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:

Medical Coverage

Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period

Paid time off, including vacation, personal, sick leave and 11 paid holidays per year

Childbirth, Adoption, and Foster Care leave

Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)

Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)

*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.

Qualifications

To Qualify, You Must Clearly Demonstrate:

Completion of undergraduate core program in public or business administration, accounting, finance, or related field; AND Requires 10 plus years of experience in the investment management industry.

MAJOR WORK CHARACTERISTICS:

Knowledge: Institutional investment management industry, process, and implementation, including investment manager due diligence; Fixed income investment management acumen, strategies, characteristics, attribution, benchmarks, etc; Institutional product structures (separate accounts, commingled investment trusts, limited partnerships, institutional mutual funds), including open-end and closed-end private debt structures.

Skills: Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); Project management; Attention to detail; Effective time management and organizational skills; Communicate effectively though verbal and written communications; Strong work ethic Bloomberg familiarity.

Abilities: Conduct investment manager due diligence; Analyze and understand investment manager performance, risk and investment related financial ratios; Work collaboratively within a team structure and autonomously when necessary Gather, organize, and classify information into memos and presentations, Travel as appropriate.

Supplemental Information

EEO & ADA Statement:

The State of Ohio is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees due to protected classes as defined in applicable federal law, state law, and any effective executive order.

The Ohio Bureau of Workers' Compensation is committed to providing access and reasonable accommodation in its employment opportunities pursuant to the Americans with Disabilities Act and other applicable laws. To request a reasonable accommodation due to disability, please contact ADA Coordinator Kathleen Bourke at ... or by email to: ....

Educational Transcripts:

For any educational achievements to be considered during the screening process, you must at least attach an unofficial transcript that details the coursework you have completed.

Transportation

Position may require travel; therefore, persons occupying this position must be able to provide own transportation &/or legally operate a state-owned vehicle.

This position is Overtime Exempt.

Unclassified Statement and Required Background & Drug Test

This position is unclassified pursuant to ORC 124.11 (A)(9). A background check & urinalysis test for drug use is required prior to appointment. Criminal convictions do not necessarily preclude an applicant from consideration for a position.

All final applicants tentatively selected for this position will be required to submit to urinalysis to test for illegal drug use prior to appointments. Testing will also be performed for the presence of marijuana. An applicant with a positive test shall not be offered employment unless the applicant submits medical documentation of legally prescribed medications or a recommendation for medical marijuana.

*Designated as Weather-Essential*

ADA Statement

Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.

Drug-Free Workplace

The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.