A completed application including answers to supplemental questions, a resume and cover letter must be received online by the final filing date of November 22, 2024. -  For more information, read the “Retirement Investment Officer” full job description and to apply - CLICK HERE

The Position
The Retirement Investment Officer assists the Retirement Administrator in administering, monitoring and evaluating SJCERA’s $4.6 billion investment program. This position serves as liaison with SJCERA’s investment consultants, oversees the development of comprehensive investment agreements with investment managers, monitors and analyzes investment performance, and maintains asset allocation and risk-limits through rebalancing.

Typical duties
· In collaboration with the investment consultants, monitors existing, and explores and evaluates new strategies across all asset classes to analyze and propose those suitable for SJCERA.
· Monitors the investment portfolio, including underlying portfolio investments’ performance relative to expectations; obtains explanation of anomalies from the investment consultant to report to the Retirement Administrator.
· Assists the Retirement Financial Officer with monitoring and analyzing cash flow projections. Reviews and approves capital calls.
· Serves as liaison between SJCERA and investment consultants in the development of Board and Com-mittee meeting agendas, materials, policies and annual plan. Participates in Board of Retirement meetings. Manages investment inquiries from Board members, SJCERA staff, public officials, the public, and the trade press; researches and complies with investment-related public records requests in compli-ance with legal deadlines.
· Assists the investment consultant with rebalancing assets to maintain Board-approved asset allocation.
· Assists legal counsel in overseeing contract process. May assist in monitoring contract compliance and oversee remedy of violations.

Ideal Candidate
The Retirement Investment Officer for San Joaquin County will possess the following leadership qualifications:
• A high level of integrity and strong professional work ethics
• Fiscally sound leadership and advising, professional accountability, the ability to make sound business decisions as a fiduciary for members
• Strong and articulate communications skills
• Demonstrated analytical skills, seasoned judgement and a proven ability to effectively collaborate with multiple entities to attain common goals

Desirable Qualifications
- Possession of a master’s degree in economics, finance, accounting, business/public administration (with an emphasis in investment, economics, finance, accounting, or real estate) or a closely related field.
- Three years of recent professional investment experience with the primary responsibility of assisting in the management of a multi-million dollar investment portfolio in a public agency or financial institution.
- Current designation as a Chartered Financial Analyst (CFA) by the CFA Institute is highly desired.

For more information, read the “Retirement Investment Officer” full job description and to apply - CLICK HERE