Senior Retirement Investment Officer •Revised

Senior Retirement Investment Officer

The Senior Retirement Investment Officer leads the administration and review of one or more major investment areas or segments of the portfolio for the Sacramento County Employees' Retirement System (SCERS) such as Public Equities, Fixed Income, Absolute Return, Private Equity, Private Credit, Real Assets, and Real Estate; monitors, analyzes and reports on investment performance and compliance; plans and develops investment strategies; provides oversight to, and assessment of, investment managers, consultants, custodians, and other financial service providers; conducts complex research and analysis related to the investment program; and oversees and provides direction to Retirement Investment Officers.

Knowledge Of :

• Principles and practices of management and organizational theory, including planning, organizational design, business finance, business development, project management, and organizational effectiveness
• Principles and practices of leadership, mentoring, and training
• Operational characteristics, services, and activities of public retirement systems
• Investment and financial management procedures and practices
• Modern portfolio theory and application
• Risk monitoring and management methods and techniques
• Analytical techniques commonly utilized in the management of equity and fixed income portfolios
• Economic and market conditions and trends and their effect of short and long term investment programs and strategies
• Applicable investment laws, rules, regulations, compliance considerations and professional standards
• Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment
• English usage, spelling, grammar, and punctuation

Ability To :

Minimum Qualifications :

Seven years of full-time paid professional investment experience, which included conducting, managing, advising, and / or overseeing investment activities on behalf of others. AND A Bachelor's degree or higher from an accredited college or university in Business Administration, Accounting, Finance, Economics, Public Administration or other field directly related to the intent of the class. Note : A Master's in Business Administration (MBA) or certification as a Chartered Financial Analyst (CFA) is desirable and may substitute for one year of the required experience. Note : If the word "experience" is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements. Note : If the minimum qualifications include an educational or certificate / license requirement, applicants must submit proof of requirements with the application. Failure to submit proof of requirements may result in disqualification from the examination.