Investment Trade Analyst, Investment Operations jobs in United States
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CalPERS · 6 hours ago

Investment Trade Analyst, Investment Operations

CalPERS is the California Public Employees’ Retirement System, a global institutional investor and the nation’s largest public pension fund. The Investment Trade Analyst will assist with daily trading activities, support the Trade Operations team, and contribute to the development of back office functions for special projects.

AssociationGovernmentHealth CareOffice AdministrationRetirement
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Responsibilities

Provide daily trade support as needed, including but not limited to, booking trades, monitor trade order management systems and matching utilities for new trade transactions, and evaluate trades for accuracy and completeness
Provide support to the Trade Operations team, as needed, to successfully process daily trading activity and to address inquiries from various departments and organizations. Report process gaps and escalate issues to leadership
Assist with research and development of back office functions for special projects such as implementation of new features and services offered by vendors, counterparties, and custodian and provide support for new internal trade programs which have been or will be presented to the Board for approval

Qualification

Trade supportOperational process improvementResearchDevelopmentTrade order managementCommunication

Required

All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position
You may need to pass an examination to establish list eligibility prior to any type of job offer
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available)
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process
Applicants must meet the Minimum Qualifications stated in the Classification Specification(s)

Preferred

Resume is optional. It may be included, but is not required

Benefits

This position is eligible for a Charter Financial Analyst (CFA) pay differential.
Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.

Company

They administer health and retirement benefits on behalf of more than 3,000 public school, local agency and State employers.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Cohen
Chief Operating Investment Officer/Chief of Staff, Investment Office
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Shari Slate
Chief Diversity, Equity and Inclusion Officer
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