Investment Analyst

Orange County Employees Retirement System (OCERS)
2223 E Wellington Ave #100, Santa Ana, CA 92701
$79,885.00 - $115,833.00
27 May 2022
24 Jun 2022
Industry Sector
Employment Type
Full Time

Established in 1945, 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 48,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $22 billion dollar fund. 


The Investment Analyst position reports directly to the Chief Investment Officer ("CIO") and is expected to uphold the highest standards of integrity and professionalism, plan sponsor focus, and system efficiency. Under the direction of the CIO, the successful candidate will provide analytical and technical support for the Investment Division in the areas of investment management, investment reporting, performance measurement, risk management, special projects and studies, and perform related duties as required.

The incumbent will assist the CIO in the day-to-day operations within the Investment Department. The Investment Analyst will track investment activities, ensure necessary transactions are completed as required and identify potential areas of concern. 


The ideal candidate will possess or attain the knowledge, attributes, and qualities to be successful in an institutional setting. Responsibilities include, but are not limited to the following areas:

  • Provide technical assistance to the CIO and members of the Investment team in administering the long-term investment policy, strategic objectives, portfolio guidelines, and manager selection
  • Regularly monitor the investment managers to assess performance, risk and return, and evaluate any strategy modification
  • Review portfolios to assess return and risk attribution and prepare reports, as required Assist in the search process of investment managers, as required
  • Monitor compliance to Board-approved investment policies, strategies, and portfolio guidelines
  • Assist CIO in working with pension investment consultants to coordinate asset allocation studies and integrate results into the long-term investment strategy
  • Monitor portfolios of marketable and non-marketable securities to assess and maintain current valuation in custodian statements
  • Research and maintain history of capital calls, distributions, and returns of capital and prepare summary reports
  • Receive and file Reconciliation Statements and Compliance Reports from investment managers for assigned portfolios
  • Monitor investment performance relative to expected return and risk, ensure compliance consistent with investment policies, strategies, and guidelines, and report significant changes and/or discrepancies
  • Assist CIO in preparing materials for Investment Committee meetings Assist in the research and data collection required to fulfill information requests
  • Provide timely monthly portfolio reports and verify the accuracy of investment manager invoices
  • Support and monitor the investment manager due diligence
  • CRM database support internal risk management systems, preparing reports as required
  • Complete various surveys on behalf of the Investment Department


Education and Experience
Bachelor's Degree in Economics, Accounting, Finance, Business or a related field from an accredited university or college


Up to two years of relevant investment experience in an institutional setting such as a pension plan, foundation, endowment, consultant, or asset management firm

Highly Desirable: 

  • Experience with Microsoft Excel and PowerPoint
  • Interest in pursuing the Chartered Financial Analyst (CFA) designation
  • Experience with Bloomberg and CRM systems


Compensation and Benefits:
Compensation will be determined based on the experience level, credentials, and personal characteristics of the candidate. OCERS offers a competitive benefits package that includes a choice of several health plans, annual leave and paid holidays. Additionally, OCERS has a retirement plan which has reciprocity with the Public Employees Retirement System (PERS). Participation in a deferred compensation plan is also available. OCERS also offers a $10,000 annual Educational and Professional Reimbursement and a flexible/hybrid work schedule. 



  • Only on-line applications with the completed supplemental questions will be accepted.
  • Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above.
  • For more information and to apply, you may visit the OCERS website at
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