What are the responsibilities and job description for the Investment Data Analyst- Investment Operations position at California Public Employees' Retirement System...?
California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $533.10 billion as of February 28, 2024. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs.
Career Services live Zoom sessions: Join us on Thursday, March, 6, 2025, from 12:00 to 1:00 p.m. for an opportunity to connect with leaders from our Investment Office (INVO) and learn about exciting job opportunities and the application process. Please RSVP by Wednesday, March 5, 2025, by emailing HRSD_Career_Services@calpers.ca.gov.Additional INVO job opportunities are linked below. We look forward to seeing you there!
Interview Dates: We anticipate holding interviews on an ongoing basis until filled.
This position will run until filled with the following cutoff dates for review: The first cutoff date will be 3/15/25, and then the 1st and 15th of each month until filled.
In addition to completing your online job application, you must provide a Resume for the hiring manager’s review. Applications received without a Resume will not be considered.
Do you enjoy working in fast-paced environment?
Do you thrive working in a positive, dynamic team environment?
Do you enjoy all aspects of financial and investment analysis?
If so, this Investment Officer II position could be right for you!
Under the supervision of the Total Fund Data Associate Investment Manager (AIM), the Investment Officer II (IO II) will assist the AIM in building a Total Fund data governance model which will include data validation, reconciliations and reporting for INVO. The Total Funds Data Analyst will play a critical role in supporting INVO by providing expertise in investment data modeling, data aggregation and analysis, data visualizations, and investment operational health metrics. This role requires a meticulous individual with a strong analytical mindset and a deep understanding of data governance and investment operations. The IO II will maintain a positive and collaborative team approach while demonstrating CalPERS’ Core Values of Quality, Respect, Integrity, Openness, Accountability, and Balance in accordance with personal work ethic in alignment with CalPERS Investment Beliefs.
Duties include but not limited to:
- Develop and implement streamlined processes and tools needed to gather investment and financial data, allow timely analysis and planning, and produce expense reports, projections, and forecasts to be utilized by INVO executives in strategic decision making.
- Perform in-depth analysis of financial statements, investment portfolios, and market data to assess risks and opportunities.
- Generate solutions and formalize a methodology using business intelligence tools for managing INVO’s total operating expenses to identify and report expenses against relevant investment industry benchmarks.
- Assist the AIM and IO III lead to develop and implement a financial management operating model to improve investment expense management and total fund financial reporting.
- Oversee and educate junior investment officers while participating in the creation of customized investment expense management reports, audit reports, and agenda items to ensure transparency.
Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.
Job Type: Full-time
Pay: $7,760.00 - $9,713.00 per month
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Sacramento, CA 95811
Salary : $7,760 - $9,713
