Address
Form of workState Fund's Investment Unit, is currently seeking a talented and experienced Investment Analyst to assist with management, monitoring, and analysis of investments across asset classes with a primary focus on structured credit and private debt market. Office locations for this position are located in San Francisco, Pleasanton, or Vacaville.
Under the general direction of the VP of Investments, Investment Analyst will work closely with the Senior Investment Officer (lead) to:
- Execute and implement new investment strategies
- Monitor investments across equity and alternative asset classes, with a focus on public equities, private equity, infrastructure, and real estate
- Conduct due diligence analysis to determine suitable investment strategies and make recommendations
- Monitor investment performance/risk/activity
- Conduct complex research on a wide variety of evolving strategic investment topics
- Handle ad hoc projects, presentations and reports
- Support the investment portfolio operations
- Complete accounting and financial analysis and review of investments to comply with accounting requirements and investment guidelines
The most successful candidate will have the following skills and abilities:
- Possession or working toward a Chartered Financial Analysis designation, MBA, or MS in Finance.
- Knowledge of investment principles and practices, investment types and markets
- Advanced knowledge of statistical and mathematical methods, used for investment analysis, due diligence and modeling
- Analyze situations accurately making sound decisions on the value and suitability of investments research and analyze complex issues with excellent attention to detail
- Knowledge of investment platforms specific to covered asset classes
Please follow the link https://jobs.ca.gov/JOBSGEN/PB044.PDF for information regarding the examination.
You will find additional information about the position in the Duty Statement.
New to state candidates will be hired into the minimum salary of the classification or minimum of the alternate salary range when applicable. Placement to alternate salary range may be based on education or experience identified in your state application.
You will find additional information about the job in the Duty Statement .
Working Conditions
Telework may be available and is subject to change based on State Fund guidelines and business needs however, this position may require occasional in-office meetings due to the nature of the job, despite telework potential.
Selected candidate(s) hired may be required to attend in-person Onboarding at our Vacaville office with expenses for attendance paid by State Fund.
Minimum Requirements You will find the Minimum Requirements in the Class Specification.
- INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
- Job Application Package Checklist
- Duty Statement
Position Details Job Code #:
JC-407603
Position #(s):
402-888-4671-XXX
Working Title:
Investment Analyst
Classification:
INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM $7,315.00 - $9,155.00
# of Positions:
1
Work Location:
United States
Telework:
Telework
Job Type:
Permanent, Full Time
Department Information
State Fund is California's largest provider of workers' compensation insurance. Established in 1914 by the state legislature, we offer diverse and comprehensive products and services that provide a strong and stable option for employers and injured employees with fast, reliable claims service and medical and indemnity benefits.
Our culture centers on our purpose and values. We exist to provide fairly priced workers' compensation insurance, make workplaces safe, and restore injured workers. To fully represent California, we are committed to our employees by embracing and celebrating our diverse workforce and fostering inclusion to make the workplace a dynamic environment for all. We recognize and reward high performance, yet value a healthy work/life balance.
Department Website: http://www.statefundca.com
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 1/13/2024
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
State Compensation Insurance Fund
Attn: JC-407603EC
PO BOX 659015
Sacramento , CA 95865
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
State Compensation Insurance Fund
JC-407603EC
2275 Gateway Oaks Drive
Sacramento , CA 95833
08:00 AM - 05:00 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
- Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
- Resume is optional. It may be included, but is not required.
Benefits
State Fund employees are eligible for a number of benefits. Our benefit package includes:
Health Benefits Program (CalPERS), Retirement (CalPERS), Employer Health and Consolidated Benefits Contributions, Dental, Vision, 401(k) and 457 Deferred Compensation Plans, Employee Assistance Program, Group Legal Services Insurance, Holidays, Vacation/Sick/Other Paid Leave, Flex Elect Reimbursement Program, Wellness and Recognition, Alternate Work Schedules, Transit Pass Program, Tuition Reimbursement, Dependent Scholarship Program, Leadership Training, Mentoring Program
https://www.statefundca.com//Home/StaticIndex?id=https://content.statefundca.com//careers/Index.asp
Benefit information can be found on the CalHR website and the CalPERS website.
Background Investigation
Prior to employment with State Compensation Insurance Fund, a background investigation (BI) will be initiated.
Acknowledgement
Electronic applications submitted through your CalCareer Account are highly recommended and will be received/processed faster than other methods of filing.
By applying to this position, you are also acknowledging that you have received the following information:
- California State benefits
- Duty statement/Job Description
- Salary ranges and steps for the classification(s) advertised
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
