Investment Analyst (Portfolio Analytics)

INVESTMENT ANALYST (PORTFOLIO ANALYTICS)

Open to the Public

Applications will be accepted on a continuous basis until the needs of OCERS have been met. Interested applicants are encouraged to apply immediately.

Applications received will be screened, and those that pass the Minimum Qualifications (MQs) will be forwarded to the Application Appraisal Review (Subject Matter Expert review) on May 4.

OCERS’ Investments Team is eligible to participate in an annual Incentive Compensation Program upon the successful completion of the program requirements. OCERS offers an additional 5.5% certification pay for staff with the Chartered Financial Analyst (CFA) designation.

OCERS offers a competitive benefits package, a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS), and a deferred compensation 457 plan. OCERS offers up to an annual $10,000 Educational and Professional Reimbursement, a $3,500 taxable optional benefit plan, annual leave, and a flexible/hybrid work schedule.

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

PHYSICAL, MENTAL, AND ENVIRONMENTAL CONDITIONS

The following is a description of the physical and mental abilities that are customarily required to perform the essential job functions of this position.

Physical and Mental Demands

• Ability to communicate clearly and understandably in person and over the telephone, both one-on-one and in small groups
• Ability to operate a telephone, keyboard, computer, and calculator
• Ability to interact professionally with members of the Investment Committee, employers, peers, and consultants
• Ability to access a standard office environment
• Ability to sit for prolonged periods of time

Environmental Conditions

• The primary workplace is in an office environment, working with standard office equipment
• Peripheral office equipment generates a quiet to moderate noise level
• Operates in an environment that includes elected officials, non-elected officials, government agencies, community interest groups, and the general public in the development and coordination of OCERS affairs
• Out of area travel may be required to attend professional conferences, due diligence, and meetings

COMPENSATION, INCENTIVE, & CERTIFICATION PAY

Compensation will be determined based on the experience level, credentials, and personal characteristics of the candidate. OCERS’ Investments Team is eligible to participate in an annual Incentive Compensation Program upon the successful completion of the program requirements. OCERS offers an additional 5.5% certification pay for staff with the Chartered Financial Analyst (CFA) designation.

For additional information and details about OCERS Incentive Compensation Policy, please click here.

ADDITIONAL INFORMATION

This is an at-will position. The role requires periodic travel for investment due diligence, industry engagement, and conferences.

BENEFITS

OCERS offers a competitive benefits package that includes a choice of several health plans, annual leave, and paid holidays. Additionally, OCERS has a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS) and a deferred compensation 457 plan. OCERS offers up to an annual $10,000 Educational and Professional Reimbursement, a $3,500 taxable optional benefit plan, and a flexible/hybrid work schedule.

RECRUITMENT PROCEDURE

OCERS’ Human Resources Department will screen all applications and supplemental responses to identify qualified candidates. Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.

Applications Appraisal Panel (AAP) | Application Rating (Refer/Non-Refer)

A panel of job knowledge experts will screen and evaluate all application materials for job knowledge, competencies, and related education and experience as described above. Please be thorough in your responses to supplemental questions as each will be evaluated and rated accordingly. Additionally, please be thorough in aligning your education and work experience to the competencies and qualifications listed in this bulletin. Clarity of expression, grammar, spelling and ability to follow instructions will also be considered in the evaluation. This is a competitive process and only the more qualified candidates will be referred to the next step.

Qualifications Appraisal Panel | Oral Interview

Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.

Based on OCERS' needs and the number of applications received, the selection procedures listed above may be modified, and all affected candidates will be notified.

HOW TO APPLY

Only on-line applications with the completed supplemental questions and a resume attached to the application will be accepted.

E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account.

Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above.

It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application.

You may apply on-line at OCERS website: https://www.ocers.org/careers-ocers

For specific information pertaining to this recruitment please contact John Nguyenat (714) 569-4855 or email jtnguyen@ocers.org. Do not submit resumes to this email address as they will not be considered in lieu of the required application process.

EMAIL NOTIFICATION

Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account.

NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.

Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam/junk folders, and/or accept emails ending with "governmentjobs.com" and "ocgov.com." If your email address should change, please update your profile at www.governmentjobs.com.

FREQUENTLY ASKED QUESTIONS

Click here for additional Frequently Asked Questions.

OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply.