Investment Analyst (Portfolio Analytics)

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Job Details

Description

DESCRIPTION

The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting on-line applications to fill the position of Investment Analyst (Portfolio Analytics).

WHO WE ARE

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 55,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $28 billion dollar fund. For more information about OCERS, please click here.


Mission  
OCERS' mission is to provide secure retirement and disability benefits with the highest standards of excellence.
  
Vision
OCERS' vision is 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

 

THE OPPORTUNITY

The Investment Analyst (Portfolio Analytics) is an entry-level role designed to develop foundational skills in institutional investing.

This position focuses on quantitative analysis, data management, and operational support, forming the analytical backbone of the investment team. The Investment Analyst will leverage data, technology, and emerging AI and agentic AI tools to support investment processes, enhance efficiency, and improve insight generation.

 

The role provides broad exposure to investment strategies, teams, and processes, preparing individuals for advancement into more specialized investment roles.

 

SCOPE & IMPACT

  • Supports investment processes through data analysis, reporting, and operational execution

  • Plays a key role in data management, system support, and workflow efficiency

  • Apply AI, automation, and analytical tools to enhance productivity

  • Gains broad exposure to institutional investing


KEY RESPONSIBILITIES
Quantitative Analysis & Data Support

  • Collect, clean, and analyze investment data across asset classes

  • Build and maintain spreadsheets, models, and analytical tools

  • Support performance analysis, benchmarking, and reporting

  • Ensure accuracy and integrity of investment data

Operational & Process Support

  • Assist with investment operations, reporting cycles, and documentation

  • Support due diligence processes through data gathering and organization

  • Maintain databases, tracking systems, and internal tools

  • Improve workflow efficiency through automation and process enhancements

AI, Technology & Agentic Tools

  • Utilize AI tools, automation platforms, and agentic workflows to support analysis and reporting

  • Assist in building and maintaining data pipelines and dashboards

  • Identify opportunities to streamline repetitive tasks through technology

  • Support adoption of new systems and tools across the investment team

Development

  • Support Directors, Senior Investment Officers, Investment Officers, and Senior Investment Analysts across different teams

  • Develop foundational knowledge of markets, asset classes, and investment concepts

Team Collaboration

  • Work collaboratively with internal and external investment professionals across all levels

  • Demonstrate strong attention to detail and responsiveness

  • Continuously develop technical and analytical skills

MINIMUM QUALIFICATIONS
Experience

  • 0–3 years of relevant experience or strong academic background in finance, economics, data science, 
     or related field

  • Internship experience in investment management, finance, or analytics preferred

Skills & Capabilities

  • Strong quantitative and analytical skills

  • Experience with Excel, data analysis tools, or programming languages (e.g., Python, SQL) preferred

  • Interest in AI, automation, and data-driven workflows

  • High attention to detail and strong organizational skills

Education

  • Bachelor’s degree in finance, Economics, Data Science, Engineering, or related field required

Please click here for details on this classification.

CORE COMPETENCIES

  • Strong quantitative and data-oriented mindset

  • Ability to execute tasks accurately and efficiently

  • Curiosity and willingness to learn across asset classes

  • Comfort with technology, data, and AI tools

  • Strong work ethic and collaboration skills

WHY THIS ROLE

  • Entry point into a leading institutional investment platform

  • Development of in-demand skills in data, analytics, and AI-enabled investing

  • Clear pathway to advancement within the investment team

Job ID
377
Job Title
Investment Analyst (Portfolio Analytics)
Application Deadline
06/26/2026
Salary Range
$94,531.00 - $137,069.00
Job Location
Santa Ana, CA
Website
https://www.governmentjobs.com/careers/oc/jobs/5310185/investment-analyst-portfolio-analytics 

Contact Information

Name
John Nguyen
Phone Number
(714) 569-4855
Email
jtnguyen@ocers.org 
Best Method of Contact
EMAIL