Investment Officer

San Bernardino County Employees' Retirement Association - San Bernardino, CA

The San Bernardino County Employees’ Retirement Association (SBCERA) is a cost sharing, multiple employer public employee retirement system serving over 40,000 members and retirees. Retirement, disability, death and survivor benefits are provided for qualified employees of 18 active plan sponsors and three withdrawn employers.

SBCERA, founded in 1945, is widely recognized as one of the top retirement systems in California and nationally.

  • Over $10 billion in assets under management;
  • Approximately 80% funded ratio;
  • Operationally efficient, 0.11% annual administrative expenses; well below the maximum allowed by California law of 0.21%.

SBCERA’s investment portfolio is diversified by asset class, investment approach, and investments within each asset class to reduce overall portfolio risk and volatility. Risk adjusted results have outperformed both peers and policy benchmarks in the one, three and five year reporting periods. A strong governance model with alignment between the Retirement Board and staff on vision, mission and values has a significant influence on SBCERA’s success.

 Reporting to the Chief Investment Officer, the Investment Officer provides analytical and administrative support for SBCERA’s investment program by researching investment data and information, formulating recommendations, and monitoring the portfolios of assigned managers on an asset-by-asset basis.

The ideal candidate is a generalist who is comfortable working in a team environment and who brings a mix of investment and operational experience to the position. This individual will have substantial investment experience in a public agency or financial institution involving investment analysis, economic analysis, treasury analysis, trust administration, actuarial analysis, and investment reporting or performance measurement. In addition, this person will be skilled at valuation and contract management. The best qualified candidate will be a resourceful investment professional with a flexible attitude and good sense of humor.

 Education, Certifications & Experience:

Requires a Bachelor's degree in economics, finance, accounting, business/public administration (with an emphasis in investments, economics, finance, accounting or real estate) or a closely related field AND 5 years of directly relevant work experience. A Master's degree is desirable. Designation as one or more of the following will be an asset: Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or Financial Risk Manager (FRM).

Salary: $125,411.64 - $184,333.96 yearly, DOQ, plus benefits.

Apply online by December 6, 2019, at www.alliancerc.com. For questions and inquiries, contact Cindy Krebs at ckrebs@alliancerc.com or (562) 901-0769.



Posted On: Monday, November 4, 2019



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