Position Details
Job Code #: JC-506052
Position #: 275-635-4656-047
Working Title: Investment Trade Analyst, Investment Operations
Classification: INVESTMENT OFFICER I, PUBLIC EMPLOYEES' RETIREMENT SYSTEMS
Salary: $4,365.00 - $8,290.00
This position is eligible for a Charter Financial Analyst (CFA) pay differential. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions: 1
Work Location: Sacramento County
Telework: Hybrid
Job Type: Permanent, Full Time
Job Description And Duties
Anticipated Interview Dates: We anticipate holding in-person interviews approximately one month after the final filing date. We look forward to meeting with you!
The Investment Operations team is currently seeking an Investment Officer I to assist with daily trading activity, make recommendations on procedural improvements to streamline operational processes, and work closely with team members to develop and apply processing changes and drive our CalPERS mission.
Duties Include But Are Not Limited To:
- Provide daily trade support as needed, including but not limited to, booking trades, monitor trade order management systems and matching utilities for new trade transactions, and evaluate trades for accuracy and completeness.
- Provide support to the Trade Operations team, as needed, to successfully process daily trading activity and to address inquiries from various departments and organizations. Report process gaps and escalate issues to leadership.
- Assist with research and development of back office functions for special projects such as implementation of new features and services offered by vendors, counterparties, and custodian and provide support for new internal trade programs which have been or will be presented to the Board for approval.
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.
Sponsorship: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. CalPERS does not participate in E-Verify for employment authorization purposes.
Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay.
Final Filing Date: 2/8/2026
