Entry-Level Pension Investment Analyst

County of Sonoma; Santa Rosa (CA); On-site; USD 109,000 - 133,000; Full time

Job summary

County of Sonoma’s Sonoma County Employees' Retirement Association (SCERA) seeks a Retirement Investment Analyst I in Santa Rosa. The role involves data-driven financial analysis, with on-the-job training and potential progression to Analyst II.

The starting salary is competitive, up to $57.98 per hour ($121,011 per year), with a comprehensive compensation package. The incumbent will work under supervision, handling investment data, reports, and board materials, while building skills in

Qualifications

• One or more years of investment experience in a public agency or financial institution.
• Experience with financial, economic, and investment analyses.
• Ability to analyze large datasets and complex spreadsheets.
• Support investment reporting and performance measurement.

Responsibilities

• Conduct financial, economic, and investment analyses under supervision.
• Assist with monitoring investment portfolios and managers.
• Prepare recurring investment reports, board materials, and meeting minutes.
• Compile and analyze investment performance data and market data.
• Assist with compliance monitoring and due diligence activities.

Skills

Financial analysis

Investment analysis

Data analysis

Economic analysis

Tools

Excel

Job description

County of Sonoma’s Sonoma County Employees' Retirement Association (SCERA) seeks a Retirement Investment Analyst I in Santa Rosa. The role involves data-driven financial analysis, with on-the-job training and potential progression to Analyst II.

The starting salary is competitive, up to $57.98 per hour ($121,011 per year), with a comprehensive compensation package. The incumbent will work under supervision, handling investment data, reports, and board materials, while building skills in