Investment Officer (Real Assets)

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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 Officer (Real Assets).

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 Officer (IO) is an investment professional responsible for supporting asset class strategy and execution through rigorous research, analysis, and portfolio monitoring.

Reporting to the Managing Director and working closely with the Senior Investment Officer, the IO contributes to manager evaluation, due diligence, and portfolio analytics. This role is designed as a key development position, building the skills and experience required to progress to more senior investment responsibilities over time.

The IO will also support the organization’s transition toward a data- and technology-enabled investment platform, utilizing analytical tools and systems to enhance investment processes and insights.

 

SCOPE AND IMPACT

  • Supports a single asset class through research, analysis, and execution.
  • Conducts due diligence and monitoring of less complex managers and investment opportunities.
  • Contributes to portfolio analytics, reporting, and performance evaluation.
  • Works under the guidance of the Managing Director and Senior Investment Officer.
  • Builds technical and investment expertise over time.


KEY RESPONSIBILITIES

Investment Research & Analysis

  • Conduct market research and analysis to support asset class strategy.
  • Identify and evaluate investment opportunities and managers.
  • Gather and synthesize data from multiple sources to support decision-making.

 

Due Diligence Support

  • Conduct and support due diligence processes for investment managers and opportunities.
  • Analyze manager performance, strategy, and organizational characteristics.
  • Prepare investment memoranda and supporting materials.

 

Portfolio Monitoring & Reporting

  • Track performance, exposures, and key metrics within the asset class.
  • Assist in performance attribution and benchmarking analysis.
  • Prepare reports and dashboards for internal and Board use.

 

AI Tools & Process Support

  • Utilize data systems, analytical tools, and emerging technologies to support investment processes.
  • Assist in validating and maintaining databases, models, and reporting tools.
  • Contribute to AI and tech-enabled process improvements and workflow efficiency.

 

Team Collaboration & Development

  • Collaborate with the Senior Investment Officer and Managing Director on investment projects.
  • Collaborate with internal and external investment professionals of all levels.
  • Mentor Analysts in asset classes and investment markets subject matters.
  • Participate in meetings with managers and industry participants.
  • Continuously develop investment knowledge and technical skills.


QUALIFICATIONS

Experience

  • 5–10+ years of relevant experience in investment management or related field.
  • Foundational understanding of capital markets and asset class dynamics.
  • Strong analytical and quantitative skills.
  • Experience with financial modeling or data analysis preferred.

 

Education & Credentials

  • Bachelor’s degree required.
  • Progress toward CFA, CAIA, or similar designation preferred.

 

Please click here for details on this classification.


CORE COMPETENCIES

  • Strong analytical and research skills.
  • Attention to detail and intellectual curiosity.
  • Ability to learn quickly and take direction.
  • Effective written and verbal communication.
  • Interest in data, analytics, and technology in investing.


WHY THIS ROLE

  • Opportunity to build a career in institutional investing within a sophisticated platform.
  • Exposure to advanced asset class strategy, manager selection, and portfolio construction practices.
  • Mentorship from experienced investment professionals.
  • Development within a technology-forward, innovation-driven organization.
Job ID
383
Job Title
Investment Officer (Real Assets)
Application Deadline
06/19/2026
Salary Range
$145,890.00 - $226,129.00
Job Location
Santa Ana, CA
Website
https://www.governmentjobs.com/careers/oc/jobs/5345771/investment-officer-real-assets 

Contact Information

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