Investment Analyst, San Bernardino County Employees’ Retirement Association (SBCERA) - San Bernardino, CA
SALARY RANGE $70,497.55-$104,755.65 Annually
Plus an excellent benefits package
The San Bernardino County Employees’ Retirement Association (SBCERA) is
recruiting for an Investment Analyst to provide back office support and assistance
to the Chief Investment Officer in the investment of the San Bernardino County
Employees’ Retirement Association’s portfolio; and to perform investment related
duties as required.
The San Bernardino County Employees' Retirement Association (SBCERA) is a
California public pension plan that administers benefits and manages pension assets for
over 35,000 members and beneficiaries on behalf of 17 participating employers.
SBCERA is Special District governed by its own board, the Board of Retirement (Board),
which serves as primary fiduciary for SBCERA’s assets and administration.
For more information about SBCERA, please visit the website at www.SBCERA.org.
The Investment Analyst shall work in the Investments Department under the immediate
direction of the Chief Investment Officer. The Investment Analyst has the responsibility
to coordinate back office activity as well as participate in analytical duties related to
SBCERA’s investment programs.
Responsibilities of the Investment Analyst include, but are not limited to the following:
• Monitor account holdings and coordinate back office activity with all bank and
custodian relationships, as well as internal fiscal resources.
• Review and coordinate investment funding and distributions, verification of cash
flows, fees and expenses.
• Prepare and maintain investment contracts, amendments, and related
investment documents for adequacy and accuracy; confirm document completion
including but not limited to legally required information, signatures, and all other
• Maintain contract database/network and document status of agreements in
• Coordinate and participate in contract discussions with internal and external
counsel as well as other related legal issues under the direction of the lead
investment professional as applicable.
• Meet with potential investment managers to evaluate products and firms.
• Participate in the review of investment policies, performance, asset allocation, or
other related investment topics as directed by the Chief Investment Officer.
• Assist with analyzing Requests for Proposals and work under the direction of the
lead investment professional as applicable.
• Review investment committee agendas, materials, and official minutes for
accuracy and completeness; attend monthly Investment Committee and Board
• Perform other related duties as assigned.
Position is “at will” and serves at the pleasure of the Chief Executive Officer.
Experience: Three years of professional experience in a public agency or financial
institution involving investment analysis, economic analysis, custodial operations, trust
administration, actuarial analysis, investment reporting, or performance measurement.
Education: Bachelor’s degree in economics, finance, accounting, science, engineering,
business/public administration (with an emphasis in investments, economics, finance,
accounting or real estate) or a closely related field.
Note: Qualifying degrees or coursework must be completed at a college or university
accredited by any accrediting association recognized by the United States Department
of Education. Degrees or coursework completed outside the U.S. must be accompanied
with an evaluation report from a reputable credential evaluation service showing
equivalency to degrees or coursework completed at a college or university accredited by
any accrediting association recognized by the United States Department of Education.
Applications must be made by submitting a completed SBCERA Application form and
the required Supplemental Questionnaire for this Investment Analyst job posting. The
information you provide will be used to verify and evaluate your job qualifications. Failure
to provide a completed SBCERA Application, a completed Supplemental Questionnaire,
and/or to provide information on them clearly demonstrating possession of the above job
qualifications, will result in elimination from the examination process.
The SBCERA Application and Supplemental Questionnaire are available at
There will be a competitive evaluation of qualifications based on a review of application
materials submitted and may include written examinations, writing exercises, online
testing, and/or oral examinations depending on the number of applications received.
Further information regarding test content/scheduling will be provided to eligible
candidates if an examination is to be administered. Those applicants who clearly
demonstrate exceptional qualifications in the competitive evaluation will be referred for a
hiring interview. The SBCERA Chief Executive Officer may specify the number of eligible
candidates to be qualified in the selection interview or any part thereof.
To apply, send completed application materials as specified above electronically to
HR@sbcera.org or mail to:
Attn: Human Resources
348 W. Hospitality Lane, 3rd Floor
San Bernardino, CA 92415-0014
Application materials must be received by 4:00 p.m. PDT, Friday, October 14, 2016.
• This is an “at will” position.
• A valid California driver’s license must be maintained.
SBCERA offers a generous benefits package including:
• Participation in SBCERA pension plan
• Medical and Dental premium subsidies
• Vision insurance for employee
• 457(b) Plan: After one year of continuous service, employees are eligible for a
biweekly employer match equal to 1⁄2 times the employee’s contribution up to 1⁄2%
of the employee’s biweekly base salary
• Life Insurance: $50,000
• Vacation Leave: 80-160 hours/year
• Sick Leave: 3.39 hours/pay period
• Holiday Leave: 13 days + 1 Floating holiday/year
• Perfect Attendance: Annual Gym Membership Reimbursement up to $299 or 16
hours Perfect Attendance Leave
WORKING HOURS: Typical working hours are Monday-Friday: 8:00am-5:00pm, with some evening and weekend work required.
EMPLOYMENT PROCESS: Application Deadline: Applications and Supplemental Questionnaires must be received by SBCERA by the time and date indicated on this announcement.
Background Investigation: Prior to appointment, SBCERA requires applicants to be
fingerprinted and pass a background investigation.
Reference Check: Prior to appointment, education and employment history is subject to
verification. At the time of a selection interview, candidates may be required to provide a
resume, copies of certificates, licenses, diplomas and course transcripts.
Medical Examination: Job offers made are contingent upon passing a medical
examination, which will include a drug/alcohol screening. Failure to meet all medical
standards may result in withdrawal of appointment or termination, if employed prior to
completion of medical examination.
SBCERA is an EEO/ADA Compliant Employer.