Investment Analyst
Job Details
- Description
The Position:
The Investment Analyst is located in the Alameda County Employees’ Retirement Association Department. This position will be a Provisional appointment.
The Alameda County Employee’s Retirement Association (ACERA) is a retirement system organized under the County Employees Retirement Law of 1937, which provides retirement, disability and death benefits to the employees, retirees and former employees of the County of Alameda, and certain other participating public employees. The retirement plan provides lifetime benefits to members of the retirement system who meet the minimum age and length- of-service requirements and is a significant and fundamental part of the comprehensive benefits package ACERA pro- vides to eligible employees.
Resumes and the Supplemental Questionnaires must be in the possession of the ACERA Human Resources Department by February 17, 2023, at 5:00 p.m.
For more information about ACERA, please visit www.acera.org.
This position will conduct research and analysis related to the retirement fund’s investments.
• Monitors ACERA’s portfolio compliance program in accordance with ACERA investment policy guidelines. Assist to implement the electronic version of the same by utilizing the platform of ACERA’s custodian bank. Analyze and report exceptions.
• Assists in Investment Committee meeting production including preparation of agenda and minutes. Attend the Committee and Board meetings.
• Prepares Daily Holdings analysis and monitors rebalancing activities.
• Attends all staff meetings.
• Reviews proxy-voting analyses provided by outside vendors to ascertain that votes are cast in compliance with ACERA voting policy. Reports the results of voting activities to the Chief Investment Officer, annually.
• Conducts primary reviews of monthly performance reports from custodian bank and of the reasonableness of managers’ fees and consultants’ fees. Reconcile ACERA’s monthly financial statement report with custodian bank’s records as they pertain to the Investment department.
• Completes external surveys for ACERA’s portfolio.
• Performs basic analyses for ACERA including portfolio manager’s performance attributions and styles.
• Responsible for phone correspondence, filing, mailing, faxing, and copying. Draft letters as assigned.
• Assists in investment research/analysis as directed by the Investment Officers.
Qualifications
Education:
Possession of a bachelor’s degree from an accredited college or university in Investment, Finance, Economics, Accounting, or Business Administration.
Experience:
The equivalent of one (1) year of professional full-time financial analysis experience in a financial institution, which has included some combination of financial research and analysis, report preparation, compliance monitoring, relationship and/or program management.
Supplemental Questionnaire:
A properly completed Supplemental Questionnaire must be submitted with each resume. Resumes and Supplemental Questionnaires must be in the possession of the ACERA Human Resource Department by 5:00 p.m. on the Last Day for Filing. Failure to submit a resume or Supplemental Questionnaire will result in disqualification.
Supplemental Questions:
Investment Analyst
1. What is your favorite investment right now and why is it your favorite investment?
2. Describe an investment or finance-related project you have worked on recently (can be academic or prior work experience). Please include a brief summary of the analytical work you performed on this project as well any conclusions you made.
3. Please describe the attribute and difference between the asset classes: domestic, international, and global equities; fixed income; real estate; private equity.
- Job ID
- 223
- Job Title
- Investment Analyst
- Start Date
- 01/27/2023
- Application Deadline
- 02/17/2023
- Salary Range
- $71,968.00 - $122,366.40
- Job Location
- Oakland, CA
- Website
- www.acera.org
Contact Information
- Name
- Victoria Arruda
- Phone Number
- (510) 628-3039
- varruda@acera.org
- Best Method of Contact