Retirement Investment Analyst I

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

Position Information

Bring your financial analysis experience to the County of Sonoma as a Retirement Investment Analyst I.

Starting salary up to $57.98/hour ($121,011/year) and a competitive total compensation package!*.

The Sonoma County Employees' Retirement Association (SCERA) is currently recruiting to fill a Retirement Investment Analyst position at either the I or II level, depending on qualifications. If you are interested in being considered at the II level of this opportunity, you must apply to the separate concurrent recruitment being conducted for that level.

Join Our Team

SCERA is a small office that values customer service, collaboration, professionalism, consistency, proactive planning, flexibility, and innovative problem-solving. We are committed to creating a diverse, equitable, and inclusive workplace where individuals from all backgrounds are welcomed, supported, and empowered to reach their full potential.

This is the entry level class in the Retirement Investment Analyst series characterized by the responsibility to conduct detailed data collection and analysis for use by SCERA management and the Board of Retirement in evaluation of the Investment Program. The incumbent will initially work under close supervision of a higher-level Investment Officer and is expected to require less guidance and supervision as experience, knowledge, and skills are gained. The incumbent is expected to gain the knowledge and skills to progress to the Retirement Investment Analyst II level.

Strong Retirement Investment Analyst I candidates will have one or more years of investment experience in a public agency or financial institution which involved financial analysis, investment analysis, economic analysis, and/or investment reporting or performance measurement. This position requires prolonged concentration while analyzing detailed financial, economic, and investment information. You will be working with large datasets, complex spreadsheets, and technical investment data. In this role, you will be responsible for:

• Conducting research and performing financial, economic, and investment analyses under the guidance of senior investment staff
• Learning to and assisting with monitoring investment portfolios, investment managers, market conditions, and compliance with the Investment Policy Statement
• Learning to and preparing recurring investment reports, presentation materials, agendas, meeting minutes, and supporting documentation for the Board of Retirement and Investment Committee
• Compiling, validating, and analyzing investment performance, portfolio holdings, benchmark, proxy voting, and market data
• Learning to and assisting with compliance monitoring, exception reporting, and portfolio rebalancing activities
• Tracking investment manager and consulting fees and assisting with investment due diligence activities
• Attending monthly Board and Investment Committee meetings, events, and educational conferences to develop knowledge of institutional investing
• Performing special analytical