Position Details
Job Code #: JC-468319
Position #: 275-635-4695-029
Working Title: Lead Financial Technology Reporting Analyst
Classification: INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM
Salary: $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: 1
Work Location: Sacramento County
Telework: Hybrid
Job Type: Permanent, Full Time
Job Description And Duties
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.
Anticipated 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 III position could be right for you!
Under the supervision of the Investment Services Associate Investment Manager (AIM), the Investment Officer III (IO III) performs complex financial analysis and reporting for INVO. The Lead Financial Technology Reporting Analyst will play a critical role in supporting INVO by providing expertise in expense and management reporting, cost allocation, 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 financial principles and investment operations. The IO III 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 Are 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 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.
Final Filing Date: Until Filled
