Monday, November 12, 2018

Portfolio Administrator, Apriem - Irvine

Portfolio Administrator, Apriem - Irvine

The Apriem team is growing! We seek a Portfolio Administrator to join our team in Southern California.At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day investment portfolio administration at Apriem Advisors.

Job Description:
The Portfolio Administrator position is primarily responsible for working closely with the Investment Team, Wealth Managers, and Operations Team in the areas of portfolio administration, portfolio analysis, and investment research. The duties are so specialized and complex that knowledge required to perform them is associated with a bachelor’s degree or higher.

The PA will be responsible for investment-based and client-based duties, among other things that may
arise from a small-company setting.

Skills required:
 Must be proficient in Excel and PowerPoint.
 Strong organization and analytical skills.
 Working towards getting the CFA (Chartered Financial Analyst) designation.

Investment Management Duties
 Daily client portfolio administration

  • manage client, securities, and model portfolio settings as well as maintain 3 rd party databases such as Advisor View, Rebalancer & Citrix
  • Schwab – restricted accounts, negative cash balances, residual shares, cash restrictions

 Trading execution, allocation, and reconciliation, including post-trade audits and communication of
trades to the WMs.
 Investment Policy Statement creation and revision
 Implementation Plan creation
 Research report generation, assemble & review economic & market data for Investment Team
 Take minutes from investment Team meetings and due diligence meetings with Fund Managers
Investment Compliance Duties
 Run and maintain performance composites and assist in our GIPS certification
 Perform employee trades audit & Investment Policy audit
 Maintain and update Compliance logs for the Investment Team such as Trade Errors, Best Execution, Restricted Stocks, Illiquid Trades.
 Manage client proxy voting activity (Broadridge & Egan Jones)
 Assist the CCO/ACO in updating & submitting SEC forms such as 13F, ADV Part 1 & 2
 Assist the CCO/ACO in the annual review and testing of the Policies & Procedures and Code of Ethics
 Assist the CCO/ACO in updating annual Compliance Forms for employees

Clients/Wealth Managers Duties:
 Create marketing materials creation such as TI Portfolio Updates, X-Rays, Factsheets
 Prepare Prospect Pitchbook and assist in creation of client/prospect presentation materials
 Contribute articles/write-ups for our website/blog/social media

Long-Term Goals for Portfolio Admin:
The initial duties as a PA is currently includes many operational, data gathering and analysis duties. The progression of the role will be to expand duties beyond those listed:
 Communication: We are here to serve clients. Having the desire and ability to communicate
with clients and the staff is crucial to our accomplishing our mission. Samples including
discussing market events, recent trades, changes in allocation, investment ideas.
 Decision making: Beyond just gathering and analysis data, decision need to be made. Proving
you can make profitable decisions will show your investment management ability.
 Portfolio Management: Managing a style specific strategy Growth path includes (subject to change) Financial Analyst, Sr. Financial Analyst, VP-Portfolio Manager, CIO.

Work Schedule:
This is a full-time position with office hours from 8:00 am to 5:00 pm, Monday through Friday.
Apriem observes 10 holidays each year.

Other Employment Terms:
 Vacation: 10 days (first 2 years), 15 days (3-4 years), 23 days (5+ years)
 Sick Days: 5 days per year
 Apriem also offers family & medical leave, bereavement leave, voting leave, and jury duty/witness leave. More details can be found in our Employee handbook.
 401(k) Retirement Plan after 12 months of employment, Apriem matches 3% of employee pay
(subject to change).
 Health Insurance after 30 days of employment, Apriem pays 50% of the premium.
 Apriem offers Dental & Vision, employees pay 100% of the premium.

To apply, please send resume to Jennifer N. Olson,

Miscellaneous - OC & L.A.

Miscellaneous - OC & L.A.

Orange County / Los Angeles, CA- Finance / Accounting
  • Professional Services – Director of Accounting ($160K plus bonus) – Irvine, CA
  • Hospitality Service Industry – Director of Financial Planning & Analysis ($200K plus bonus) – Woodland Hills, CA
  • Real Estate – Manager of Finance ($130K plus bonus and equity) – Irvine, CA
  • High Technology - Audit Manager ($100K+bonus) – Orange, CA
  • Professional Services - Senior IT Auditor ($95K+bonus) – Irvine, CA
  • Public Accounting - Tax Manager/Senior Tax Manager ($125K+ bonus) – Irvine, CA
  • Public Accounting – Senior Tax Accountant ($100K plus bonus) – Irvine, CA
  • Real Estate - Financial Systems Reporting Manager ($125K+ bonus) – Irvine, CA
  • Real Estate – Senior Accountant ($80K plus bonus)
  • Real Estate - Director of Finance ($180K+bonus/equity) – Irvine, CA
  • Real Estate - Director of Senior Housing Finance ($150K+bonus/equity)- Irvine, CA  
  • Consumer Products  - Senior SEC Reporting Analyst - $105K plus bonus – El Segundo, CA
  • Mortgage - Senior Internal Auditor ($95K, no bonus)  - Irvine, CA
  • Real Estate - Senior Property Accountant ($85K+10%)
  • Professional Services - Senior Accountant ($85K+bonus) – Irvine, CA
  • Professional Services - Audit Manager ($110k) – Irvine, CA
  • Professional Services - Senior Auditor ($95K) – Irvine, CA
  • Homebuilder – Senior Accountant ($85K) – Aliso Viejo, CA
  • Non-profit – Staff Accountant - $55K  - Orange, CA
  • Consumer Products – Staff Accountant - $60K – Corona, CA 
Please send resumes and inquires to 

Monday, November 5, 2018

Equity Research, Intern, Roth - Newport Beach

Equity Research, Intern, Cleantech, Roth Capital Partners - Newport Beach

ROTH Capital Partners
Equity Research – Intern
Sector: Cleantech

We are looking for a recent graduate to join our team as an Equity Research Intern. Our Cleantech practice primarily focuses on the solar industry with some exposure to other sectors such as renewable power generation in general including wind, energy efficiency, energy storage, among others. 

Application Requirements
·         Must be fluent in Mandarin.
·         Ability to work 40 hours per week.
·         Must be a recent graduate and out of school.
·         Must be able to demonstrate interest in stock/investment analysis.

Job Description
·         Sell-side equity research at a boutique investment bank.
·         Maintain market intelligence system and provide ongoing monitoring of the Cleantech industry.
·         Examine market data to identify and analyze current and industry trends and provide ongoing findings.
·         Assist with research for reports and notes on companies for distribution to institutional clients.
·         Conduct primary research. 
·         Develop financial models and conduct financial statement analysis to evaluate historical information and generate earnings forecasts.
·         40 hours per week at minimum wage.

·         Bachelor degree.
·         Superior quantitative, analytical, and writing skills.
·         Capacity to quickly analyze and synthesize substantial volumes of information in a short period of time.
·         Detail-oriented.
·         Excellent communication skills.
·         Strong work ethic and intellectual curiosity.
·         Good organizational and time management skills.
·         Entrepreneurial spirit and ability to work on a small team.

This position is available on November 16. If you are interested, please send a cover letter and resume to Sally Zhu,

Please access the attached hyperlink for an important electronic communications disclaimer:

Friday, November 2, 2018

PM-Currency Program-Internal, CalSTRS - California

Portfolio Manager-Currency Program-Internal, California State Teachers’ Retirement System - California

Our client, California State Teachers’ Retirement System (CalSTRS or Fund), a $220 billion retirement system, seeks a Portfolio Manager-Currency Program-Internal, a newly created position. The Currency Management Program – Internal (the Program) is housed within the Fixed Income Unit of the Investment Branch; comprised of approximately 160 individuals, including 135 investment professionals.

Under the general direction of the Director of Fixed Income, the Portfolio Manager is responsible for
developing and managing the day-to-day implementation of the Program within the Fixed Income Unit and will oversee an Associate Portfolio Manager and an Investment Officer. One of the objectives of this position will be to grow the Program and increase the value add.

The ideal candidate will have been an integral part of an internal currency management program for a
significant time, ideally 5-7 years. An undergraduate degree in finance, economics, business or a related field is required. An advanced degree, the CFA designation, or the CMT designation will be viewed favorably.

CalSTRS’ Investment Branch was recently named as one of the best places to work in money
management by Pensions & Investments magazine for the second year in a row (and the third time overall). It is the first public pension fund ever to receive this distinction. CalSTRS also was honored as winner of the Innovation in Industry Award for public pension plans over $15B in 2011 by aiCIO magazine.

The base salary range is $172,000 - $258,000 with potential incentive compensation of up to 75%.

To view the position specifications please click here:

To apply please send your resume to Lauren at

Sr. Capital Markets Analyst, LoanDepot - Irvine

Capital Markets Analyst, Sr., LoanDepot - Irvine
Position Summary:
For the Capital Markets Analyst, Sr. with an aptitude for working cross-functionally, here's an excellent opportunity at loanDepot to offer key perspectives that will influence critical business decisions. Working with various Capital Markets functions such as trading & pricing and multiple operational groups you will leverage data comprehension, valuation skills and financial analysis to gain high visibility throughout a leading financial services company.  Your combination of strong technical, financial, analytical, business and interpersonal skills will open many doors and allow you to make a significant contribution to our company while you continue to grow and advance your career with an industry leader!
As Capital Markets Analyst, Sr., your main mission is to provide data-driven financial analysis that supports our MSR portfolio, trading decisions and other areas of interest.  Be a contributor to the success of our business as you support mortgage servicing rights valuations, risk management and reporting, bulk sale trading, co-issue best execution analysis, servicing performance analytics, prepayment and risk modeling, asset return analysis and servicing financial planning. Strong critical thinking and communication skills will enable you to act as a liaison and collaborate across internal departments and external parties.  Your experience with Excel, SQL, and other statistical/data analysis programing languages such as SAS & Python, and development of financial models will equip you to generate quantitative analytics that drive profits to the organization.
If you are a driven self-starter who wants to work in an environment where your hard work is valued and ultimately help to define the direction of our company, then please contact us today.

* Support daily and monthly valuation of mortgage servicing rights
* Conduct data querying, manipulation, transformation and analysis of large datasets
* Maintain and enhance SQL/KDB databases 
* Perform pricing optimization for bulk/co-issue sales
* Compile servicing financial analysis/reporting
* Document procedures and maintain control for financial audit/SOX compliance
* Compile servicing portfolio surveillance, benchmarking, and performance analysis
* Support MSR hedging with risk analytics/reports
* Support DCF analysis of total asset return, including NPV, IRR, and financial statement impact
* Utilize third-party models including Compass Analytics and ADCO Prepayment Model in valuation and analysis activities

Principal Challenges:
* Critical thinking and problem solving skills, ability to analyze and interpret data, financial analysis skills
* Good communication skills, ability to work both independently and collaboratively, demonstrate initiative
* Strong organizational skills, ability to execute on complex projects with autonomy and close attention to detail 
* Adaptability to changes and shifts in priorities 
* Multitasking skills, ability to manage competing deadlines  
* Ability to comprehend new information with minimal guidance

* Bachelor’s degree required, preferably in a quantitative discipline (finance, engineering, science, or mathematics)
* 2 + years’ experience preferred in finance or finance-related field required, mortgages and fixed income preferred
* Familiarity with mortgage origination/servicing data and processes preferred
* Complex financial analysis and valuations
* Data querying, manipulation, and analysis
* Excel and SQL required 
* SAS, Python, and Tableau preferred
Candidates willing to relocate will be considered

To apply, please go to

Monday, October 22, 2018

Financial Analyst, Health Care REIT - Irvine

Financial Analyst, Health Care REIT - Irvine

Financial Analyst – Salary $75K-$85K + Bonus + Stock
Health Care REIT

Job Duties:
  • Assist with updating data for the Company’s forecast model, such as revenue assumptions, actuals, charts and graphs, and summary tables.
  • Analyze and understand research analyst reports and models, prepare comparisons to the Company’s projections and communicate findings to Company executives
  • Perform comprehensive and in-depth company and industry research, including peer benchmarking, and communicate findings to Company executives
  • Perform various quarterly, monthly and ad-hoc financial analyses
  • Prepare summaries of peers’ quarterly earnings calls and financial performance and communicate findings to Company executives
  • Assist with updating content of presentation materials, including presentations to the Company’s board of directors, rating agencies, lenders and investors
  • Work closely with other departments’ staff to gather and organize updates, as they relate to the Company’s forecast model
  • Assist with updating website content
  • Assist with optimizing and improving Sabra’s forecasting and analysis
  • Oversee updates to internal reporting portal

Required Skills:
  • Bachelor’s degree in business-related field (e.g., finance, accounting, etc.)
  • CFA (completed or in process) a plus
  • REIT experience a plus
  • Strong financial modeling skills
  • Excellent computer skills (Microsoft Office Suite required, SAP Business Objects a plus)
  • Strong quantitative/analytical skills and attention to detail
  • Ownership, assertiveness, initiative, leadership, strong work ethic, team focus
  • Strategic and creative thinking; distinguished written and oral communications skills
  • Strong understanding of financial concepts (IRR, NPV, Income Statement, etc.)
  • Ability to meet tight timeframes and deadlines while at times working independently with little supervision
  • Ability to learn quickly and take on new responsibilities

  • Microsoft Excel: 2 years (Required)
  • Financial Analysis: 3 years (Preferred)

  • Bachelor's (Required)

If interested in this position, please email Andree Jacques at

Monday, September 17, 2018

Sr Fin Analyst, Asset Mgt Co – Newport Beach

Senior Financial Analyst, Asset Management Company – Newport Beach
Salary: $85K

The Senior Financial Analyst is responsible for forecasting, budgeting, analytics, and reporting to/for one of our main client’s offices. Quality of output and accuracy of information is paramount. The analyst will be part of a dynamic team that continuously seeks to deliver consistent and superior results to its clients. 

Duties and Responsibilities: (including the following, other duties may be assigned)
Financial Reporting & Analysis, budgeting and forecasting, including but not limited to:
• Consolidating and reporting financial results of designated PIMCO global offices and/or business lines
• Preparation of financial results (Budget, Forecast and Actual) for designated global offices and/or business lines
• Calculate and monitor capital adequacy and cash flows 
• Interface with: General Ledger Accounting, Accounts Payable, Human Resources, Payroll, Financial Reporting group, Executive Office and Operational Managers in the U.S. and abroad
• Assessment of opportunities for and implementation of process improvements or enhancements
• Documentation of policies and procedures 
• Work closely with our German parent company to fulfill requests on a timely basis
• Special projects, ad-hoc reporting, and analysis 
• May lead and direct other financial analysts on the team 

• Advanced PC skills, specifically with MS Excel, Power Point, and Word
• Proficiency with Excel Macros and VBA is highly desirable
• Hyperion Essbase or other multidimensional database, reporting and consolidation applications, and ERP system is preferred; experience with SAP and Accounting are a plus
• Ability to work well under pressure and carefully manage multiple priorities, challenges, and aggressive deadlines • Self-motivated, energetic, and confident with strong attention to detail, accountability, and flexibility   • Strong commitment to producing quality work and attention to detail to ensure work is delivered completely, accurately, and timely
• Ability to work in a team environment as well as work independently with minimal supervision
• Excellent communication skills (written, verbal, and listening) as well as strong analytical, problem solving, and organizational skills
• Ability to respond effectively to inquiries from various levels of management

Education and/or Experience:
• 5+ years of progressive experience as a Senior Financial Analyst or similar role
• BA or BS in Business, Finance, Accounting, or related field; MBA, CFA preferred
• Experience in the Asset Management industry is a plus

Please send your resume to Andree Jacques, CFA -  Do not hesitate to contact him if you need more information.

Friday, September 14, 2018

Relationship Mgr/Sr Advisor, Optivest - Dana Point

Relationship Manager/Senior Advisor, Optivest, Inc. - Dana Point

Company Overview

Optivest, Inc. is a private organization based in Dana Point, California that has advised some of the country's wealthiest families and business owners since 1987. As a registered investment advisor, Optivest provides financial and investment counseling/management on a wide range of financial instruments including: traditional and hedged stock and bond management, income and development real estate, high cash-flowing private business and venture capital, and trust deeds.

Position Summary

The Relationship Manager will play a vital role in attracting and retaining clients.  The Relationship Manager will be responsible for servicing a select group of the firm’s clients.  Ideally, this person will handle day-to-day client interactions, service requests, and financial planning.  The Relationship Manager will also be responsible for organizing client meetings, events, and communications.  Above all, the Relationship Manager should work to take financial planning and some client servicing tasks away and support lead advisors in the new business development process.  The Relationship Manager will have the opportunity to grow in their career at the firm, and learn the full wealth management experience.  The Relationship Manager will be expected to work in a team-based environment and improve the client experience.

Job responsibilities
  • Handles a majority of client inquiries and collaborates with Senior Advisor as a point of escalation
  • Coordinates client meetings and coordinates preparation of collateral
  • Collaborates with management, Advisors, Sales Assistants, other Relationship Managers on client presentations
  • Actively promote the firm’s brand and value proposition to the marketplace
  • Collaborate with advisory, investments, and operations to ensure the proper client experience is being delivered
  • Work with operations, investments, and management to improve the firm’s processes and procedures
  • Adheres to all company and industry supervisory guidelines
  • Improves knowledge of the industry through event attendance and continuing education
  • Participates, and occasionally leads, all required meetings with clients
  • Conduct seminars, marketing events, and presentations in collaboration with advisors
  • Active participation on Investment Committee
Job Responsibilities/Education
  • At least three-to-five years of continuous investment advisory experience, specifically working with HNW clients 
  • Bachelor’s degree in a relevant field of study or equivalent direct experience
  • Active series 7 and 63 licenses desired
  • Active 65 or 66 licenses required
  • Financial planning experience
  • Clean regulatory record
  • CFP or similar designation preferred
Success Criteria/Technology
  • High quality of work, knowledge of job, and customer service
  • Actively seeks to take on new responsibilities 
  • Demonstrated ability to assist Senior Advisor(s) in preparing for, and conducting, client meetings
  • Ownership of client communications
  • Proactive contributions to the firm’s marketing and brand initiatives, including events and print materials
  • Proactive approach to improving the firm’s client experience and retention
  • Consistent contributions to preparing client financial plans and retirement projections
  • Financial planning software knowledge, preferably eMoney
  • Advisor performance reporting platform familiarity
  • Microsoft Excel, Word, CRM workflow knowledge

  • Competitive base salary
  • Optional bonus plan based on individual performance
  • Highly competitive benefits package [medical, dental, vision, PTO]
  • 401K match 
Please send resume and information to Stella Choi, CFA at

Wednesday, September 5, 2018

SVP Financial Planning and Analysis, Huffman Associates - Huntington Beach, CA

SVP Financial Planning and Analysis - Huntington Beach, CA
Real Estate & Construction 
$210K - $252K 
($150K - $180K base + 40)

Reporting to the CFO, the SVP FP&A will develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the Company's portfolio of businesses.

Responsibilities:. Create, update and maintain financial models and detailed forecasts of the company's future operations. Lead the strategic aspects of the annual operating plan and budget process for the company. Prepare internal reports for executive leadership, board and shareholder meetings. Participate in the financial modeling and due diligence efforts related to the company's ongoing M&A activities. Develop and execute processes to allow for routine analytical reviews of company financial and operational performance, leveraging business unit analytical resources and tools

Requirements:. 10+ years of finance and accounting experience with progressive responsibility. SME . Mortgage Banking business. Strong analytical, data management and reporting skills . SQL, etc. Accounting/CPA a plusRelocation assistance will be provided

Apply: Contact Lisa Carter, VP, Recruiter, Huffman Associates

Monday, August 13, 2018

Managing Director, OCERS - Santa Ana

Managing Director, Orange County Employees Retirement System (OCERS) - Santa Ana

The Orange County Employees Retirement System (OCERS) is now accepting on-line applications. This recruitment is open to the public and will remain open until the Managing Director vacancy is filled. Applications will be accepted on a continuous basis until the needs of OCERS has been met. Interested applicants are encouraged to apply immediately.

Established in 1944, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability and cost-of living benefits to retirees of the County of Orange and certain County districts. Serving approximately 43,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $15.7 billion dollar fund. For more information about OCERS, please click here.

OCERS’ mission is to provide secure retirement and disability benefits with the highest standards of excellence. 

OCERS vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship. 

  • Open and Transparent
  • Commitment to Superior Service
  • Engaged and Dedicated Workforce
  • Reliable and Accurate
  • Secure and Sustainable

The Managing Director position will report directly to the Chief Investment Officer (CIO). This position is responsible for assisting/supporting the CIO in all duties related to the investment of the portfolio, including but not limited to portfolio strategy, manager due diligence, and internal/external communications and reporting. This position is expected to uphold the highest standards of integrity and professionalism, plan sponsor focus and system efficiency. The Managing Director is responsible for the operational infrastructure of the plan in accordance with the County Employees Retirement Law of 1937 and the Board of Retirement’s directives. The Managing Director will lead the operational implementation of OCERS’ investment program strategic vision. 

Supervision Exercised 
In cooperation with the Chief Investment Officer, the Managing Director will take a leading role in the following performance attributes including but not limited to:
  • Investment portfolio strategy and construction 
  • Investment manager due diligence and selection 
  • Risk management analytics and reporting 
  • Investment Committee communications and education 
  • Investment policies, procedures and compliance 
  • Personnel management and talent development 
  • Internal/external communications 
  • Professional network building and continued education 


Education and/or Experience

Bachelor’s Degree in Economics, Accounting, Finance, Business or a related field. 
Minimum of ten years of progressive work experience with an institutional asset management firm, pension plan, foundation or endowment. 


Significant experience with private equity and other private capital/alternative investments is preferred. 

Chartered Financial Analyst (CFA) certification is preferred. 

Special Notes, Licenses or Requirements:
  • Highly Desirable:
  • Master’s Degree in Business Administration or related field
  • Chartered Alternative Investment Analyst (CAIA) certification 
  • Professional licensure as an investment principal or equivalent 
  • Prior public pension experience or equivalent experience with an institutional investor of comparable complexity 
  • A valid California class C driver’s license or the ability to arrange necessary and timely transportation for field travel. 
  • May be required to use personal vehicle. 
  • A complete background investigation is required; a felony or misdemeanor conviction may be cause for disqualification. 


The following lists the knowledge, skills, and abilities necessary to perform the essential duties of the position. 

Knowledge of: 

  • Investment concepts, terminology, styles, models, and strategies, including portfolio theory, asset allocation and performance measurement, and a solid understanding of capital markets. 
  • Economic indicators and theories and market conditions and trends and their effect on short and long term investment programs and strategies. 
  • Principles and practices of institutional investment management. 
  • Investment management due diligence procedures and practices. 
  • Statistical and analytical techniques/programs applicable to evaluating investment managers and portfolios. 
  • Sound knowledge of compliance risks and audit issues relevant to OCERS. 
  • Risk monitoring and management methods and techniques. 

  • Custodial operations, cash controls and operational processes required by a public pension plan or other complex institutional investor. 
  • Methods to analyze the quality, accuracy, and reliability of manager and consultant reports and the application of such data. 
  • Applicable investment laws, rules, regulations, compliance considerations and professional standards. 
  • Fiscal, actuarial, budgetary and cost projection principles and procedures pertaining to retirement system funding. 
  • Peer networks within the pension or broader institutional investment community, including the available field of outside investment managers and consultants 
  • Performance evaluation and talent management techniques as it pertains to mentoring and developing a high performing, engaged internal staff. 

Skills/Ability to: 
  • Establish and maintain professional relationships with members of the Board of Retirement, OCERS management and professional staff, and consultants. 
  • Evaluate the overall performance of the external investment managers and consultants and recommend changes when necessary. 
  • Coordinate internal staff activity, as assigned, directed or guided by the CIO. 
  • Understand and interpret laws, rules and regulations governing the investment of public funds. 
  • Analyze current economic, financial and market trends worldwide on an ongoing basis. 
  • Manage quantitative research projects and evaluate risk models. 
  • Evaluate and negotiate investment manager contracts including liquidity terms, fee structures and other OCERS’ requirements 
  • Evaluate complex investment transactions. 
  • Interact with external service providers such as actuarial and investment consultants, legal counsel, custodians and money managers. 
  • Prepare comprehensive correspondence, reports, and budget documents for the CIO and the Board of Retirement, executive staff, and managers and present orally and in writing. 
  • Exhibit exemplary interpersonal skills and exercise sound judgment and professionalism in business matters. 
  • Understand and assess the quality, accuracy and reliability of manager and consultant reports. 
  • Communicate in English clearly, concisely and effectively both orally and in writing. 
  • Perform job functions independently and in an ethical and objective manner. 
  • Use computer software to compose spreadsheets, graphs, flowcharts, calculations and time reports, etc. 
  • Establish written internal operating procedures and systems that assure knowledge transfer, institutional memory and sufficiency of training materials. 

Compensation and Benefits
Compensation will be determined based on the experience level, credentials and personal characteristics of the candidate. OCERS employee benefits program will be offered to the successful candidate. The competitive benefit package includes retirement and deferred compensation programs; health, dental, life and disability insurance; professional organization memberships and tuition reimbursement up to $3,000 maximum annually; a taxable optional benefit plan; and annual leave. Relocation expenses will be negotiated on an individual basis. 
Physical and Mental Requirements:
  • Speak and hear well enough to communicate clearly and understandably in person, over the telephone and in small groups. 
  • Manual dexterity sufficient to use hands, arms and shoulders repetitively to operate a telephone, keyboard, write, and use a calculator. 
  • Mental stamina to interact professionally with members of the Board of Retirement, Plan Sponsors, peers and consultants. 
  • Vision sufficient to read fine print and a computer monitor. 
  • Independent body mobility, agility, and stamina to stand, walk, stoop, bend, and twist, to access a standard office environment. 
  • Ability to sit for prolonged periods of time. 
  • Body strength sufficient to lift up to 15 pounds and carry files. 

Environmental Conditions:
  • The primary work place is in an office environment, working with standard office equipment. 
  • Peripheral office equipment generates a quiet to moderate noise level. 
  • Operates in an environment that includes elected officials, non-elected officials, government agencies, community interest groups and the general public in the development and coordination of OCERS affairs. 
  • Out of area travel may be required to attend professional conferences, due diligence, and meetings. 


OCERS Human Resources Department screens all applications and supplemental information forms to identify the qualified candidates. Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.

Application Rating: 
(Refer/Non-Refer) Application materials will be rated by a panel of job knowledge experts for those qualifications most needed to perform the duties of the job. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail.

Qualifications Appraisal Panel: 
(Weighted 100%) Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.

Based on OCERS needs and the number of applications received, the selection procedures listed above may be modified and all affected candidates will be notified.

Only on-line applications with the completed supplemental questions will be accepted.
E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account. 

Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above. 

It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application. 

You may apply on-line at the OCERS website:

$64.06 - $111.56 Hourly $5,124.81 - $8,925.00 Biweekly $11,103.75 - $19,337.50 Monthly $133,245.00 - $232,050.00 Annually

ISSUE DATE: 7/30/2018 


OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply. 

Wednesday, August 8, 2018

Research Associate, Hotchkis & Wiley - Los Angeles & Newport Beach

Hotchkis & Wiley
Job Description: Research Associate
Location: Los Angeles and Newport Beach
Position: Hotchkis & Wiley seeks a highly motivated individual to become part of our Research Associate Program. The Research Associates support our Investment Team, which currently consists of 22 members, by allowing them to devote more of their time to company research and portfolio construction. The program is a 2 year program (which the company may extend to three years) and will provide an excellent opportunity for someone who wants to gain exposure to the asset management business. This particular Research Associate will be dedicated to supporting our High Yield team and the incumbent will split their time between our head office in Los Angeles and our Newport Beach office where our High Yield team is based.
Supporting High Yield investment team members by:
  • assisting in all quantitative portfolio modeling 
  • assisting with credit research on issuers and industries and presenting ideas as needed 
  • undertaking ad-hoc projects for the portfolio managers 
  • preparing portfolio analyses for client presentations

Candidate Profile:
We seek candidates with the following attributes: 
  • high proficiency in excel; financial modeling experience is desired 
  • in-depth knowledge of fixed income mathematics, financial statement analysis, accounting and finance
  • credit analytical skills 
  • excellent communication skills 
  • knowledge of Bloomberg is a bonus but not essential

Two or three years of prior work experience in investment banking, capital markets, accounting or related financial services is a priority for us and study for the CFA is encouraged. This position would ideally suit someone with experience in high yield bonds or commercial loans. While this program was originally designed to give pre-MBA candidates the unique opportunity to experience the asset management business prior to Business School, we will not discount applications from interested MBA candidates whom we believe would derive benefit from our program.
Company Background: Hotchkis & Wiley is an institutional asset management firm overseeing U.S. and global value equity and high yield portfolios for clients world wide. The firm currently manages approx. $32 billion in assets and is majority owned by its management and employees. For more information refer to our website:
Interested candidates please email a resume and cover letter to: 
Sue Ross 
Managing Director - Human Resources 
Hotchkis & Wiley 
725 South Figueroa Street, 39th floor 
Los Angeles, California 90017-5400