Under the general direction of the Chief Investment Officer (CIO), the incumbent will assist in the administration and review of investment programs of OCERS.
Provide technical assistance to the CIO, in administering the long-term investment policy, strategy, and portfolio manager oversight
Work closely with investment advisors and managers in the development and execution of investment strategies, and monitors compliance and risk associated with those activities
Review portfolios to assess where managers/asset classes took risk and what generated returns earned
Assist CIO in working with pension investment consultants to coordinate asset allocation studies and integrate results into the long-term investment strategy
Assist in the administration and review of OCERS investment program and monitor portfolios of marketable and non-marketable securities (real estate, timber, venture capital and other nontraditional investments) to assess and maintain current valuation in custodian statements
Prepare reports and presentations communicating relevant information and recommendations regarding risk exposures and performance of the fund to senior management and the Board of Retirement
Work with financial auditors, legislative and regulatory agencies to fulfill information requests
Work collegially with other investment team members in a variety of projects, research and reporting activities
Graduation from an accredited university or college with a Bachelor's Degree in Economics, Accounting, Finance, Business or a closely related field, with evidence of professional training in capital markets, investment theory, securities analysis and portfolio analytic techniques.
Three years of qualifying journey-level experience in public pension fund investment analysis and operations.
Two years of such experience with public funds and two additional years of similar experience with a similarly sized pension or endowment fund in the private or non-profit sectors or any qualifying combination of education, training and/or experience that could demonstrably provide the desired knowledge and abilities.
PLEASE NOTE: For this specific recruitment, candidates with extensive prior experience with public pension funds, portfolio risk management systems, private equity, and other alternative investments (in that order) will be given favorable consideration.
Experience Substitution Option: At least two years of proven, documented or demonstrated additional experience operating data interfaces regularly used or similar to those used by OCERS, conducting due diligence meetings, and preparing due diligence reports on institutional investment managers or investment advisors can be substituted for one year of the public pension fund experience requirement. Alternatively, a CFA charter with at least three years of prior senior-level qualifying experience with institutional asset management functions equivalent to the Investment Analyst position can be substituted for the public pension fund experience requirement.
HOW TO APPLY
Only online applications that include complete answers to supplemental questions will be accepted. Incomplete applications will not be considered.
You MUST apply online at the County of Orange Website: http://agency.governmentjobs.