THE OPPORTUNITY:
Under the direction of the Director of Investments, this Investment Officer position will oversee a segment of the OCERS portfolio management operations or asset classes within private markets. Private markets for OCERS include private equity, real assets, and real estate. The Investment Officer position provides expert analytical and technical support for the Investments Division in the areas of investment management, investment reporting, performance measurement, special projects, and studies. This position is typically assigned greater responsibility to operate independently than an Investment Analyst. This position is assigned primary responsibility for one or more central portfolio management operations or asset classes.
The Investment Officer position reports directly to the Director of Investments and is expected to uphold the highest standards of integrity, accountability, professionalism, customer service, and excellence.
The distinguishing characteristics of this position are (1) significant prior experience and familiarity with public pension funds (or the equivalent) and their portfolio management operations; (2) the ability to perform complex and highly responsible departmental functions with minimal supervision; (3) the ability and proven skills to coordinate activities of trustees, consultants, investment managers, and others engaged professionally by OCERS; and (4) the ability to independently perform investment administrative functions as assigned.
The position is further distinguished from the Senior Investment Officer classification in that the latter performs highly complex assignments in a focused investment-related area that typically requires more substantial public pension fund and/or investment portfolio experience.
CORE COMPETENCIES:
The Investment Officer will be expected to:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Investment Officer will be expected to perform operational, financial, and investment analysis to support OCERS' system and investment team initiatives and to perform other tasks as assigned. These include but are not limited to the following:
MINIMUM QUALIFICATIONS:
Education and Experience:
Graduation from an accredited university or college with a Bachelor’s degree with evidence of professional training in capital markets, investment theory, securities analysis, and portfolio analytic techniques
AND
Five years of experience in investment analysis and/or operations with a pension plan or equivalent institutional investment organization
OR
Substitution: Alternatively, a CFA charter designation with the requisite work experience.
Special Notes, Licenses, or Requirements:
Highly Desirable:
Please mention you found this employment opportunity on the CareersInGovernment.com job board.
HOW TO APPLY:
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: https://www.ocers.org/careers-ocers.
For specific information pertaining to this recruitment, please contact John Nguyen at (714) 569-4855 or email jtnguyen@ocers.org.
Do not submit a resume to this email address as they will not be considered in lieu of the required application process.
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 52,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $22 billion dollar fund. For more information about OCERS, please click here.
Welcome to OCERS, the Orange County Employees Retirement System. For 75 years, OCERS has been providing retirement, death, disability, and cost-of-living benefits to employees of the County and certain districts. Our services begin the moment a new hire becomes an OCERS member and continue throughout the member’s career and retirement. We are driven by our Mission, Vision and Values:
Mission: We provide secure retirement and disability benefits with the highest standards of excellence
Vision: To be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship
Values:
Open and Transparent
Commitment to Superior Service
Engaged and Dedicated Workforce
Reliable and Accurate
Secure and Sustainable