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Senior Investment Accounting Specialist PSERS

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Senior Investment Accounting Specialist PSERS

Salary

$97,393.00 - $148,666.00 Annually

Location

Dauphin County, PA

Job Type

Non-Civil Service Permanent Full-time

Job Number

N-2025-37012

Department

Public School Employees' Retirement System

Division

PS Fin Mgmt

Opening Date

12/22/2025

Closing Date

1/4/2026 11:59 PM Eastern

Job Code

P7210

Position Number

00091987

Union

Non-Union

Bargaining Unit

A3

Pay Group

IP01

Bureau / Division Code

721230

Bureau / Division

Office of Financial Management

Worksite Address

5 North 5th Street

City

Harrisburg, Pennsylvania

Zip Code

17101

Contact Name

Veronica Witmer

Contact Phone

717.783.8602

Contact Email

[email protected]

+ Description

+ Benefits

+ Questions

THE POSITION

Are you seeking challenging and meaningful work supervising professional accountants performing various complex and highly automated investment account activity involving Real Estate and alternative investment advisors? Would you enjoy the option of teleworking part-time for an organization with a critical role helping to secure hundreds of thousands of teachers and public-school employees' pensions where the mission' matters? Do you like working in a collaborative team environment where your opinions and recommendations for improvement are valued and appreciated?

The Senior Investment Professional will operate with considerable independence, as this is a position that is expected to function with authority and autonomy. A successful candidate for this position will be able to demonstrate the following: proficiency in MS Excel; strong attention to detail/technical acumen; excellent interpersonal and communication skills both written and verbal; collaborative work ethic; ability to comprehend and synthesize complex financial and qualitative review concepts; and a robust attention to detail with the ability to analyze data, form conclusions and provide recommendations.

The Pennsylvania Public School Employees' Retirement System (PSERS, www.psers.pa.gov ), is an agency in the Commonwealth of Pennsylvania that administers the pension plan for Pennsylvania's public school employees. The mission of PSERS is to maintain a financially sound System that supports over a half million members with a current pension fund of approximately $80+ billion. This position will play a contributing part in ensuring PSERS fulfills its mission and values.

PSERS is located in Harrisburg, PA, a mid-size city situated along the Susquehanna River. Teleworking is optional, with an occasional need to report to the Harrisburg office as operationally necessary. If requesting to telework, you must have a securely configured high-speed internet connection and be located in Pennsylvania. The Harrisburg area is affordable and near many attractions including Hershey, and it is only two hours from major cities and airports like Philadelphia, Baltimore, and Washington D.C.

DESCRIPTION OF WORK

This position is responsible for advanced professional accounting work in the Special Investment Accounting Section (SIAS). The primary function involves supervising the activities of a small staff of professional accountants engaged in the analysis, reconciliation, classification, and reporting of various complex and highly automated investment account activity, between our investment accounting system, Real Estate and alternative investment advisors, and the custodial bank in the Special Investment Accounting Section (SIAS).

Interested in learning more? Additional details regarding this position can be found in the position description. (https://careers.employment.pa.gov/pd/PD\_NEOGOV.asp?p=00091987)

Work Schedule and Additional Information:

+ Full-time employment

+ Work hours are Monday - Friday, 7.5 consecutive hours between 7:30 AM and 5:00 PM, with a 30-minute lunch.

+ Work hours can be discussed during the interview process.

+ Telework: This position is hybrid telework eligible, dependent on operational and executive leadership requirements. All teleworking must occur within Pennsylvania. If requesting to telework, incumbent must have a securely configured high-speed internet connection at their Pennsylvania telework location.

+ Salary: In some cases, the starting salary may be non-negotiable.

+ You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY

QUALIFICATIONS

Minimum Experience and Training Requirements:

+ Four years of professional accounting or auditing and investment operations experience which includes two years of investment accounting or investment auditing experience, one year of which included experience in domestic fixed income and domestic and international equities and either real estate, private equity or derivative asset classes; and two years of supervision in the auditing or accounting field; and a bachelor's degree, which included or was supplemented by eighteen college credits in accounting. Experience in investment accounting or investment auditing must have been acquired within the last six years;or

+ Any equivalent combination of experience and training which included at least two years of professional investment accounting or investment auditing or investment operations experience, one year of which included experience in domestic fixed income and domestic and international equities and either real estate, private equity or derivative asset classes; and two years of supervision in the auditing or accounting field; and a bachelor's degree, which included or was supplemented by eighteen college credits in accounting. Experience in investment accounting or investment auditing must have been acquired within the last six years;or

+ A business-related master's degree or Certification as a Public Accountant (CPA) may be substituted for one year of general accounting or auditing experience

Additional Requirements:

+ You must currently reside in or be willing to relocate to Pennsylvania for the duration of your employment. Relocation cost will not be covered by PSERS.

+ You must be able to perform essential job functions.

Preferred Qualifications (not required):

+ Two or more years of relevant professional accounting experience in real estate, infrastructure, private equity, and private credit asset classes

+ One or more years of experience using BNY Mellon Nexen or related trading solution software (e.g., Private i, Tamale)

+ Two or more years of Excel experience using advanced formulas, pivot tables, and multiple functions for complex data analysis and reporting

Legal Requirements:

+ A conditional offer of employment will require submission of criminal history reports. See hiring agency contact information.

How to Apply:

+ A cover letter and resume is optional, but recommended by the hiring manager. However, the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).

+ If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.

+ Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.

+ Failure to comply with the above application requirements may eliminate you from consideration for this position.

Veterans:

+ Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.pa.gov/agencies/employment/how-to-apply.html and click on Veterans.

Telecommunications Relay Service (TRS):

+ 711 (hearing and speech disabilities or other individuals).

If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

Learn more about our Total Rewards by watching this shortvideo (https://www.youtube.com/embed/HtcSRnndflc?rel=0) !

See the total value of your benefits package by exploring ourbenefits calculator.

Health & Wellness

We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*

Compensation & Financial Planning

We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.

Work/Life Balance

We know there’s more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.*

Values and Culture

We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.

Employee Perks

Sometimes, it is the little “extras” that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.

For more information on all of these Total Rewards benefits, please visitwww.employment.pa.gov and click on the benefits box.

*Eligibility rules apply.

01

How many years of full-time professional accounting or auditing and investment operations experience do you possess?

+ 4 years or more

+ 3 but less than 4 years

+ 2 but less than 3 years

+ 1 but less than 2 years

+ Less than 1 year

+ None

02

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

03

Do you possess two or more years of full-time investment accounting or investment auditing experience gained within the last six years?

+ Yes

+ No

04

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

05

Do you possess one or more years of full-time experience in domestic fixed income and domestic and international equities and either real estate, private equity, or derivative asset classes?

+ Yes

+ No

06

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

07

Do you possess two or more years of full-time supervision in the auditing or accounting field?

+ Yes

+ No

08

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

09

Have you competed 18 or more college credits in accounting? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

If you answer “Yes” to this question based on education acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visitingwww.naces.organd clicking the Evaluation Services Link.

You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

+ Yes

+ No

10

How much graduate coursework have you completed in accounting, auditing, or a business-related program? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

If your education was acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visitingwww.naces.organd clicking the Evaluation Services Link.

You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

+ 30 credits or more

+ Less than 30 credits

+ None

11

Do you possess Certification as a Public Accountant (CPA)?

+ Yes

+ No

12

If Yes, please list your license name, license number, and expiration date. If No, please type N/A in the text box below.

13

Preferred Criteria- Do you have two or more years of professional accounting experience in the following? (Select all that apply)

+ Real Estate

+ Infrastructure

+ Private Equity

+ Private Credit Asset Classes

+ None

14

Preferred Criteria- Do you have one or more years of experience using BNY Mellon Nexen or related trading solution software (e.g., Private i, Tamale)?

+ Yes

+ No

15

Preferred Criteria- Do you have two or more years of Excel experience using advanced formulas, pivot tables, and multiple functions for complex data analysis and reporting?

+ Yes

+ No

Required Question

Employer

Commonwealth of Pennsylvania

Address

613 North Street

Harrisburg, Pennsylvania, 17120

Website

http://www.employment.pa.gov