SBCERA is widely recognized as one of the top retirement systems in the nation with over $10 billion in assets under management and an approximately 80% funded ratio. SBCERA’s investment portfolio is diversified by asset class, investment approach, and in-class investments to reduce overall portfolio risk and volatility.
The Investment Officer provides analytical and administrative support by researching investment data and information, formulating recommendations, and monitoring the portfolios of assigned managers on an asset-by-asset basis. The ideal candidate is a generalist with substantial investment experience in a public agency or financial institution involving investment analysis, economic analysis, treasury analysis, trust administration, actuarial analysis, and investment reporting or performance measurement who has valuation and contract management experience.
Requires a Bachelor's in economics, finance, accounting, business/public administration (emphasis in investments, economics, finance, accounting or real estate) or a closely related field AND 10 years of directly relevant work experience. A Master's is desirable. Designation as a CFA, CAIA or FRM will be an asset.