the Retirement Investment Officer assists in the administration and review of the investment program of the Sacramento County Employees’ Retirement System (SCERS); monitors, analyzes and reports on investment performance and compliance; assists in planning and developing investment strategies; assists in the oversight and assessment of investment managers, consultants, custodian and other financial service providers; conducts complex research and analysis related to the investment program; and oversees and provides direction to the Retirement Investment Analyst Level I/II.
- Job Title: Retirement Investment Officer
- Closing Date/Time: Continuous
- Salary: $48.07 – $52.99 Hourly, $8,364.18 – $9,220.26 Monthly, $100,370.16 – $110,643.12 Annually
- Job Type: Permanent Full-Time
- Location: Sacramento, California
- Investment and financial management procedures and practices
- Modern portfolio theory and application
- Risk monitoring and management methods and techniques
- Analytical techniques commonly utilized in the management of equity and fixed income portfolios
- Economic and market conditions and trends and their effect of short and long term investment programs and strategies
- Applicable investment laws, rules, regulations, compliance considerations and professional standards
- Principles of effective supervision including employee selection and grievance and disciplinary procedures
- Manage, coordinate, monitor and evaluate the activities of multiple outside investment advisors
- Identify potential investment opportunities suitable for the institutional portfolio
- Understand and assess the quality, accuracy, and reliability of manager and consultant reports and the application of such data
- Isolate critical investment data to assess financial risk of investment options
- Accurately analyze and interpret market and financial conditions
- Evaluate complex investment transactions
- Evaluate investment manager contracts
- Understand, interpret and apply applicable investment laws, rules, and regulations
- Formulate and make recommendations on investment policies and strategies
- Learn, understand and apply Retirement Board policies and objectives with respect to investment strategies
- Prepare and present reports on portfolio performance and investment activities
- Exercise appropriate judgment in answering questions and releasing information; analyze and project consequences of decisions and recommendations
- Communicate clearly and effectively, both verbally and in writing
- Operate a variety of office equipment, such as computers, scanners, copiers, faxes, etc.
- Driver’s License: Some positions may require possession of a valid California Driver’s License, Class C or higher, prior to appointment to this class. Failure to maintain a valid license may constitute cause for personnel action in accordance with Civil Service Rule 11.4. Individuals who do not meet this requirement due to a physical disability will be reviewed on a case-by-case basis.
- Background/Criminal History: The County may access criminal history information on candidates who have accepted a conditional offer of appointment for this class consistent with the provisions of Board of Supervisors Resolution No. 82-602, Personnel Policies and Procedures B-5, California Government Code, Sections 1029 and 1031, and applicable federal and state laws. The County shall not consider for employment any candidate who has been convicted of a felony or misdemeanor that relates to or impacts the candidate’s ability to perform the job duties of this class unless it is determined that mitigating circumstances exist. For purposes of search of local, state, and national fingerprint files and accessing criminal history information, the candidate will be fingerprinted. In addition, a classifiable set of the fingerprints shall be furnished to the Department of Justice and to the Federal Bureau of Investigation. A subsequent arrest notification may be obtained.
- The County may also conduct a background check on the candidate prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history checks, Social Security Number verification, professional license/registration verification, military service information and driving history.
- Information obtained in the course of this background check will be considered by the appointing authority in the selection process. In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act.
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