Commonwealth of Pennsylvania

POSITION DESCRIPTION FOR JOB POSTING

Position Number:  00162136

Description Activated On:  6/4/2025 4:48:43 PM


Position Purpose:
Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively. 

The purpose of this position is to provide legal services to the Public School Employees’ Retirement System (PSERS) primarily related to investment transactions and administrative contracts in support of the agency’s operations.

Description of Duties:
Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor.

(1) Drafting, revising, negotiating and managing a wide array of contracts and related documents, including limited partnership agreements and other commingled fund agreements, investment management agreements, trust instruments, brokerage contracts, investment information services contracts, contracts for administrative services, outside counsel engagement agreements, benefit counseling facilities rental agreements and Health Options Program contracts.
(2) Rendering legal advice directly to decision-makers within a state agency primarily relating to compliance with the client’s enabling legislation, securities laws and other laws.
(3) Performing legal research and providing, through the Chief Counsel, written and oral legal advice, opinions and recommendations to the Retirement Board and administrative staff on investment and administrative issues. Preparing Board and staff presentations and attending Board, committee and staff meetings.
(4) Assist Chief Counsel in special projects or requests on an as needed basis.
(5) Assisting in form and legality reviews of forms and publications utilized by or submitted to PSERS.
(6) Performing related work as requested.
(7) At all times, representing and serving as agent of PSERS; acting to protect PSERS’ interests and to ensure that the System is not exposed to untoward liability or financial loss.

Decision Making:
Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature.

This position is responsible for non-supervisory professional legal work. Counsel works on complex matters under supervision. Utilizing knowledge of applicable law, Commonwealth policies, client policies and requirements, counsel independently identifies and resolves legal issues and coordinates with staff on the resolution of business issues that arise in the course of PSERS’ investment and agency administration activities. Counsel maintains communications with client staff, senior management and counsel’s supervisor with respect to developments of concern to each and on the handling of new, significant and/or sensitive issues.

Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License

Experience:

1. License to practice law in Pennsylvania
2. Minimum three year’s of relevant experience


Licenses, registrations, or certifications:

1. 
  Certificate of Admission to the Bar of the Supreme Court of Pennsylvania
 
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Essential Functions
: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
 
 1. All functions listed above.
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 3. All functions listed above.
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