Investment Operations And Portfolio Analytics Manager (Investment Services Department)

Salary : $145,163.20 - $213,116.80 Annually
Location : San Bernardino, CA
Job Type: Full-Time
Job Number: 2024-00002
Department:Investment Services
Opening Date: 01/24/2024
Closing Date: Continuous
FLSA: Exempt
Bargaining Unit: MGMT
THE POSITION
Under general administrative direction, will oversee SBCERA's Portfolio Analytics, Investment Operations and other related duties. The position provides expert analytical and technical support for the Investment team in the areas of Portfolio Analytics, performance measurement, investment reporting, Investment Operations, and other special projects.
EXAMPLES OF DUTIES
Duties include but are not limited to:

1. Manage quantitative and analytical support to include quantitative portfolio evaluation.
2. Oversee data access and tools necessary to communicate financial analytics, risk, and investment performance.
3. Direct the development and or use of investment analytical tools.
4. Participate in investment update meetings.
5. Prepare and/or review documentation for periodic and ad-hoc reports, as well as performance returns at a portfolio, asset, and fund level performance and reconciliation; present analyses, reports and other materials for Investment Committee and Board meetings as needed.
6. Review and understand complex fund vehicles and structures.
7. Serve as a liaison with external data service providers, and take the lead in monitoring such providers' reports, data interfaces, information systems and relationships.
8. Regularly monitor custody bank and other service provider data to ensure accuracy and reliability of information.
9. Participate in Investment Due Diligence.
10. Monitor compliance with Board-approved investment policies, strategies, and Portfolio guidelines.
11. Interface effectively with Trustees, staff members, consultants, and investment managers and others contacted in the course of work.
12. Manage assigned staff in accordance with SBCERA's personnel rules, policies and labor contract provisions, including performance evaluations, training and other managerial duties as appropriate.
13. Meet or exceed goals for assigned areas of responsibility as outlined in the SBCERA Triennial Strategic Plan and accompanying Strategic Priorities; provide routine metrics reporting and analysis in support of strategic goals.
14. Regularly analyze performance data to identify trends, opportunities, and areas for improvement.
15. Performs related duties as assigned.

MINIMUM QUALIFICATIONS
Knowledge of:

• Advanced mathematics, statistics, and data science/operations research.
• Data analytics tools with particular emphasis on descriptive and diagnostic analytics.
• Investment concepts, including asset allocation, capital markets, and performance measurement.
• Analytical techniques and tools commonly utilized for the management of pension fund assets.

Ability to:

• Manage and work within a small cross-functional team.
• Perform exploratory data analytics, quality assurance, and data integrity.
• Apply data science principles to problems, issues, and assignments.
• Interact with external service providers for data collection and data accuracy.
• Assist the CIO with a wide variety of research projects.
• Use computer software to compose spreadsheets, graphs, flowcharts, calculations, and miscellaneous reports, as required.
• Coordinate technology automation initiatives.
• Communicate clearly, concisely, and effectively both orally and in writing.
• Prioritize conflicting timelines and ensure that projects are completed as required.
• Perform job functions with a high degree of independence and in an ethical and objective manner.
• Present at public Board and Committee meetings as well as professional conferences.
• Develop and maintain effective working relationships with colleagues, portfolio managers, consultants, trustees, and others contacted within the course of work.
• Plan, organize, manage, and evaluate the work of assigned staff.

Education, Experience and License/Certificate:
A combination of education, experience and license/certificate that would likely provide the required knowledge and abilities may be qualifying. A typical way to obtain the knowledge and abilities would be:
Education: A bachelor's degree in Data Science, Operations Research, Statistics, Mathematics, Finance, or a closely related field. A graduate degree in Data Science, Operations Research, Business Administration (MBA), Finance, Statistics, or a closely related field is highly desirable.
Experience: Five years of progressively responsible professional experience involving data analytics, performance analysis and/or operations. The ideal candidate will have at least three years' experience in a supervisory or management capacity.
Licenses; Certificates; Special Requirements:
A valid California Class C driver's license.
An equivalent combination of education and experience may be considered.
SUPPLEMENTAL INFORMATION
This position is open until filled.
Applications must include a resume and cover letter. The information you provide will be used to verify and evaluate your job qualifications. Failure to submit the required materials and/or to provide information that clearly demonstrates possession of the above job qualifications will result in disqualification.
There will be a competitive evaluation of qualifications based on a review of all application materials submitted. Applicants must clearly describe their experience in the areas designated. Those who demonstrate exceptional qualifications in the competitive evaluation will be invited to continue in the selection process which may include written and/or performance examinations, oral interviews, and/or other related evaluation methods.
Prior to employment, the prospective candidate must successfully complete a thorough background review, including being fingerprinted, as well as a medical examination, which will include a drug/alcohol screening. The resulting report of your conviction history, (if any), will be evaluated along with the other information received in connection with your application. Except as otherwise required by law, a criminal conviction will not necessarily disqualify you from the position. The nature, date, surrounding circumstances, and the relevance of the offense to the position applied for may, however, be considered.
This position is "at will" and serves at the pleasure of the Chief Executive Officer.
Hybrid/Telework and Flexible Work Schedule: This position may be eligible for a hybrid working schedule with 3 days in the office and 2 days working remotely.
SBCERA offers a generous benefits package including:

• Participation in SBCERA pension plan
• Medical and Dental premium subsidies
• Vision insurance for employee and eligible dependents
• 457(b) Plan: Employees are eligible for a biweekly employer match equal to 1 times the employee's contribution up to 1% of the employee's biweekly base salary upon hire
• 401(k) Plan: Employees are eligible for a biweekly employer match 2 times the employee contribution, up to 8% of the employee's biweekly base salary upon hire
• Life Insurance: $50,000
• Vacation Leave: 80-160 hours/year
• Administrative Leave: 80 hours/year
• Sick Leave: 3.69 hours/pay period
• Holiday Leave: 14 days + 1 Floating holiday/year
• Annual Gym Membership Reimbursement up to $324
• Tuition Reimbursement - up to $5,000 per fiscal year after one year of service

01
Please select the highest level of education you have completed:

• High School Diploma or GED
• Some college or Certificate(s)
• Associate's Degree
• Bachelor's Degree
• Master's Degree
• None of the Above

02
Please select the field in which you were awarded your degree:

• Data Science
• Statistics
• Operations Research
• Mathematics
• Finance
• A closely related field
• Some other field
• I do not have a degree

03
How many years of progressively responsible professional experience do you have involving data analytics, performance analysis and/or operations?

• Less than 1 year
• 1 to 2 years
• 2 to 3 years
• 3 to 4 years
• 4 to 5 years
• 5 to 6 years
• 6 or more years

04
How many years of experience do you have in a supervisory or management capacity?

• No Experience
• Less than 1 year
• 1 to 2 years
• 2 to 3 years
• 3 or more years

05
Please describe your experience involving data analytics, performance analysis and/or operations.
06
Please describe your experience with investment concepts, including asset allocation, capital markets, and performance measurement. How have you applied these concepts in your previous roles?
07
Please describe your supervisory and/or management experience, if applicable.
08
Do you posses a valid California driver's license?

• Yes
• No

09
Did you attach your resume and cover letter?

• Yes
• No

Required Question