***TO BE CONSIDERED FOR THIS POSITION, PLEASE FOLLOW THE APPLICATION INSTRUCTIONS ON THE OFFICIAL BULLETIN FOUND ON WWW.JOBS.CA.GOV: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobControlId=425716

State Fund’s Investment Unit has a vacancy for an Investment Analyst to join our team of experienced analysts to manage, monitor and provide analysis of equity and alternative asset classes. If you have transferable experience, we want to hear from you!

Office locations may be in Vacaville, Pleasanton or San Francisco

Under the general direction of the VP of Investments, Investment Analyst will work closely with the Senior Investment Officer (lead) to:

• Execute and implement new investment strategies
• Monitor investments across equity and alternative asset classes, with a focus on public equities, private equity, infrastructure, and real estate
• Conduct due diligence analysis to determine suitable investment strategies and make recommendations
• Monitor investment performance/risk/activity
• Conduct complex research on a wide variety of evolving strategic investment topics
• Handle ad hoc projects, presentations and reports
• Support the investment portfolio operations
• Complete accounting and financial analysis and review of investments to comply with accounting requirements and investment guidelines

Telework may be available and is subject to change based on State Fund guidelines and business needs however, this position may require occasional in-office meetings due to the nature of the job, despite telework potential.

Desired Qualifications:

The most successful candidate will have the following skills and abilities:

• Possession or working toward a Chartered Financial Analysis designation, MBA, or MS in Finance.
• Knowledge of investment principles and practices, investment types and markets
• Advanced knowledge of statistical and mathematical methods, used for investment analysis, due diligence and modeling
• Analyze situations accurately making sound decisions on the value and suitability of investments research and analyze complex issues with excellent attention to detail
• Knowledge of investment platforms specific to covered asset classes

Working at State Fund offers EXCELLENT benefits including:

• Alternate Work Schedule options
• On-the-job training
• Various health, dental and vision plans to choose from
• Retirement plans (CalPERS, 401(k) and 457 Deferred Compensation Plans)
• 11 Paid Holidays
• Vacation and Sick Leave
• Employee Assistance Program
• Professional Development Days
• Personal Holidays
• Tuition Assistance/Reimbursement
• Dependent Scholarship Program
• Leadership Training
• Mentoring Program
• Transit Pass Program
• AND MORE

Do you need help with the state application process? Please view this short tutorial video:

https://scif.wistia.com/medias/8g6eazzxjk

SALARY: $7,534 - $9,430 per month depending on experience

LOCATION: Pleasanton, San Francisco OR Vacaville,California

CLASSIFICATION: INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

FINAL FILING DATE: 05/09/2024

Job Type: Full-time

Pay: $7,534.00 - $9,430.00 per month

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Vacaville, CA: Relocate before starting work (Required)

Work Location: On the road