Investment Officer

Company:Orange County Employees Retirement System

OCERS provides retirement, death, disability, and cost-of living benefits to employees of the County of Orange and certain County special districts and agencies. OCERS is governed by a nine-member Board of Retirement that is responsible for managing a $14.7 billion dollar fund.

OCERS is seeking to fill the position of Investment Officer. The primary objective of the OCERS Investments Department is to maximize investment returns within prescribed levels of risk through a broadly diversified investment portfolio. Under the general direction of the Chief Investment Officer (CIO), the incumbent will assist in the administration and review of investment programs of OCERS.

Graduation from an accredited university or college with a Bachelor's Degree in Economics, Accounting, Finance, Business or a closely related field, with evidence of professional training in capital markets, investment theory, securities analysis and portfolio analytic techniques


Three years of relevant experience in investment analysis and operations.


At least two years of additional experience operating data interfaces regularly used or similar to those used by OCERS, conducting due diligence meetings and preparing due diligence reports on institutional investment managers or investment advisors can be substituted for one year of the public pension fund experience requirement. Alternatively, a CFA charter with at least three years of prior senior-level qualifying experience with institutional asset management functions equivalent to the Investment Analyst position can be substituted for the public pension fund experience requirement.

APPLY IMMEDIATELY AT: or contact Melissa Wozniuk, Staff Specialist, Administrative Services, at Equal Employment Opportunity