Investment Officer
Job Details
- Description
The Position:
The Retirement Investment Officer assists the Retirement Administrator in administering, monitoring and evaluating SJCERA's $4.6 billion investment program. This position serves as liaison with SJCERA's investment consultants, oversees the development of comprehensive investment agreements with investment managers, monitors and analyzes investment performance, and maintains asset allocation and risk-limits through rebalancing.
Typical duties:
In collaboration with the investment consultants, monitors existing, and explores and evaluates new strategies across all asset classes to analyze and propose those suitable for SJCERA.
Monitors the investment portfolio, including underlying portfolio investments' performance relative to expectations; obtains explanation of anomalies from the investment consultant to report to the Retirement Administrator.
Assists the Retirement Financial Officer with monitoring and analyzing cash flow projections. Reviews and approves capital calls.
Serves as liaison between SJCERA and investment consultants in the development of Board and Committee meeting agendas, materials, policies and annual plan. Participates in Board of Retirement meetings. Manages investment inquiries from Board members, SJCERA staff, public officials, the public and the trade press; researches and complies with investment-related public records requests in compliance with legal deadlines.
Assists the investment consultant with rebalancing assets to maintain Board-approved asset allocation.
Assists legal counsel in overseeing contract process. May assist in monitoring contract compliance and oversee remedy of violations.
This position reports to the Retirement Administrator.
- Job ID
- 316
- Job Title
- Investment Officer
- Application Deadline
- 11/22/2024
- Salary Range
- $126,975.00 - $154,336.00
- Job Location
- Stockton, CA
- Website
- www.sjgov.org/department/hr
Contact Information
- Name
- Elaina Petersen
- Phone Number
- (209) 468-2163
- elainap@sjcera.org
- Best Method of Contact