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Orange County Employees Retirement System
is hiring
Investment Analyst, Portfolio Analytics
About Our Company
The 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 ten-member Board of Retirement that is responsible for managing a $22 billion dollar fund. For more than 75 years, OCERS has remained committed to fulfilling its fiduciary responsibility for the assets and administration of the System in a manner that assures prompt delivery of benefits and related services to the participants and their beneficiaries.
Job Description & Responsibilities
THE OPPORTUNITY
The Investment Analyst (Portfolio Analytics) is an entry-level role designed to develop foundational skills in institutional investing.
This position focuses on quantitative analysis, data management, and operational support, forming the analytical backbone of the investment team. The Investment Analyst will leverage data, technology, and emerging AI and agentic AI tools to support investment processes, enhance efficiency, and improve insight generation.
The role provides broad exposure to investment strategies, teams, and processes, preparing individuals for advancement into more specialized investment roles.
SCOPE & IMPACT
Supports investment processes through data analysis, reporting, and operational execution
Plays a key role in data management, system support, and workflow efficiency
Apply AI, automation, and analytical tools to enhance productivity
Gains broad exposure to institutional investing
KEY RESPONSIBILITIES:
Quantitative Analysis & Data Support
Collect, clean, and analyze investment data across asset classes
Build and maintain spreadsheets, models, and analytical tools
Support performance analysis, benchmarking, and reporting
Ensure accuracy and integrity of investment data
Operational & Process Support:
Assist with investment operations, reporting cycles, and documentation
Support due diligence processes through data gathering and organization
Maintain databases, tracking systems, and internal tools
Improve workflow efficiency through automation and process enhancements
AI, Technology & Agentic Tools:
Utilize AI tools, automation platforms, and agentic workflows to support analysis and reporting
Assist in building and maintaining data pipelines and dashboards
Identify opportunities to streamline repetitive tasks through technology
Support adoption of new systems and tools across the investment team
Development:
Support Directors, Senior Investment Officers, Investment Officers, and Senior Investment Analysts across different teams
Develop foundational knowledge of markets, asset classes, and investment concepts
Team Collaboration:
Work collaboratively with internal and external investment professionals across all levels
Demonstrate strong attention to detail and responsiveness
Continuously develop technical and analytical skills
Requirements
MINIMUM QUALIFICATIONS
Experience:
0–3 years of relevant experience or strong academic background in finance, economics, data science,
or related field
Internship experience in investment management, finance, or analytics preferred
Skills & Capabilities:
Strong quantitative and analytical skills
Experience with Excel, data analysis tools, or programming languages (e.g., Python, SQL) preferred
Interest in AI, automation, and data-driven workflows
High attention to detail and strong organizational skills
Education:
Bachelor’s degree in finance, Economics, Data Science, Engineering, or related field required
What we offer
BENEFITS:
OCERS offers a competitive benefits package that includes a choice of several health plans, annual leave, and paid holidays. Additionally, OCERS has a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS) and a deferred compensation 457 plan. OCERS offers up to an annual $10,000 Educational and Professional Reimbursement, a $3,500 taxable optional benefit plan, and a flexible/hybrid work schedule.
