What are the responsibilities and job description for the Investment Technology Leads - Multiple Positions position at CalPERS?
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Position Details
Job Code #:
JC-468165
Position #(s):
275-690-4695-019
275-690-4695-017
275-690-4695-018
Working Title:
Investment Technology Leads - Multiple Positions
Classification:
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM
$10,370.00 - $12,367.00
This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0-20% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
# of Positions:
3
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information
California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $531.27 billion as of February 27, 2025. 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 .
If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !
To take a look at CalPERS as a destination employer, view this YouTube video .
Job Description And Duties
Career Services live Zoom sessions: Join us on Thursday, March 27, 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 26, 2025, by emailing HRSD_Career_Services@calpers.ca.gov .
Additional INVO job opportunities are linked below. We look forward to seeing you there!
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 have technology experience actively supporting and advancing investment strategies?
Do you have advanced analytical skills and thrive in a fast-paced agile environment?
Do you possess strong leadership qualities and excellent communication skills?
If so, this Investment Technology Lead position could be right for you!
Our Investment Technology & Performance (ITP) Group Within The Investment Office (INVO) Is Responsible For Overseeing Data And Technology Used To Manage The Public Employees' Retirement Fund (PERF) And Affiliate Funds And Drive Our CalPERS Mission. The Team Is Currently Seeking Three (3) Investment Officer (IO) III Positions To Be The Advanced Working And Lead Level For One Of The Following Teams:
How did you hear about this position? Tell us in this brief survey .
You will find additional information about the job in the Duty Statement .
Special Requirements
Resume
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.
Minimum Qualifications
All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements."
Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR’s CalCareers website .
Application Instructions
Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: Until Filled
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including Your Examination/Employment Application (STD 678) And Applicable Or Required Documents) Must Be Submitted To Apply For This Job Posting. Application Packages May Be Submitted Electronically Through Your CalCareer Account At Www.CalCareers.ca.gov. When Submitting Your Application In Hard Copy, a Completed Copy Of The Application Package Listing Must Be Included. If You Choose To Not Apply Electronically, a Hard Copy Application Package May Be Submitted Through An Alternative Method Listed Below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Public Employees Retirement System
Postal
Attn: JC-468165/AC
Human Resources Division, Recruitment
P. O. Box 942718
Sacramento , CA 94229-2718
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Public Employees Retirement System
Drop-Off
HRSD, EIR JC-468165/AC
400 Q Street, Lincoln Plaza North
1st floor drop box by security desk
Sacramento , CA 95811
08:00 AM - 05:00 PM
Required Application Package Documents
The Following Items Are Required To Be Submitted With Your Application. Applicants Who Do Not Submit The Required Items Timely May Not Be Considered For This Job:
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Position Details
Job Code #:
JC-468165
Position #(s):
275-690-4695-019
275-690-4695-017
275-690-4695-018
Working Title:
Investment Technology Leads - Multiple Positions
Classification:
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM
$10,370.00 - $12,367.00
This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0-20% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
# of Positions:
3
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information
California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $531.27 billion as of February 27, 2025. 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 .
If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !
To take a look at CalPERS as a destination employer, view this YouTube video .
Job Description And Duties
Career Services live Zoom sessions: Join us on Thursday, March 27, 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 26, 2025, by emailing HRSD_Career_Services@calpers.ca.gov .
Additional INVO job opportunities are linked below. We look forward to seeing you there!
- Applicants will be considered for all positions on this job posting*
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 have technology experience actively supporting and advancing investment strategies?
Do you have advanced analytical skills and thrive in a fast-paced agile environment?
Do you possess strong leadership qualities and excellent communication skills?
If so, this Investment Technology Lead position could be right for you!
Our Investment Technology & Performance (ITP) Group Within The Investment Office (INVO) Is Responsible For Overseeing Data And Technology Used To Manage The Public Employees' Retirement Fund (PERF) And Affiliate Funds And Drive Our CalPERS Mission. The Team Is Currently Seeking Three (3) Investment Officer (IO) III Positions To Be The Advanced Working And Lead Level For One Of The Following Teams:
- Private Markets Technology
- Capital Markets Technology
- Total Fund Technology
- The Private Markets Technology IO III will act as a lead for private markets investment technology, including portfolio management systems, and pre- and post-investment tools.
- The Capital Markets Technology IO III will act as a lead for capital markets technology, including trading platforms and portfolio management systems.
- The Total Fund Technology IO III will act as a lead for total fund portfolio management technology, including multi-asset investment platforms and tools.
- Collaborate with CalPERS' investment leadership and peers within asset class program areas, vendors, in addition to management and peers within the Information Technology Services Branch (ITSB) organization
- As lead, recommend implementation and project approaches for investment business systems necessary to influence the success of INVO's overall investment and technology strategies
- Perform vendor relationship management and technology platform support and governance at an advanced level using best practice methods
- Lead complex systems analysis and solution implementations
- Review and approve the internal investment systems, processes, and data analysis documentation
- Drive continuous improvement and optimize Technology Management operational processes to align with INVO organizational systems, business needs, and controls to reduce operational risk
- Maintain knowledge of emerging technologies, methodologies, and trends to inform the success of INVO's overall investment and technology strategies
How did you hear about this position? Tell us in this brief survey .
You will find additional information about the job in the Duty Statement .
Special Requirements
Resume
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.
Minimum Qualifications
All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements."
Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR’s CalCareers website .
Application Instructions
Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: Until Filled
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including Your Examination/Employment Application (STD 678) And Applicable Or Required Documents) Must Be Submitted To Apply For This Job Posting. Application Packages May Be Submitted Electronically Through Your CalCareer Account At Www.CalCareers.ca.gov. When Submitting Your Application In Hard Copy, a Completed Copy Of The Application Package Listing Must Be Included. If You Choose To Not Apply Electronically, a Hard Copy Application Package May Be Submitted Through An Alternative Method Listed Below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Public Employees Retirement System
Postal
Attn: JC-468165/AC
Human Resources Division, Recruitment
P. O. Box 942718
Sacramento , CA 94229-2718
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Public Employees Retirement System
Drop-Off
HRSD, EIR JC-468165/AC
400 Q Street, Lincoln Plaza North
1st floor drop box by security desk
Sacramento , CA 95811
08:00 AM - 05:00 PM
Required Application Package Documents
The Following Items Are Required To Be Submitted With Your Application. Applicants Who Do Not Submit The Required Items Timely May Not Be Considered For This Job:
- Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
- Resume is required and must be included.
Salary : $10,370 - $12,367
