SBCERA – Associate Investment Officer
Position Summary
Under general supervision, the Associate Investment Officer supports SBCERA’s investment program by conducting research, monitoring investments, preparing reports, and making recommendations. The role supports the investment team in managing the investment portfolio and ensuring compliance with investment policies and objectives.
About the Role
The Associate Investment Officer will assist in the management of SBCERA’s investment portfolio, providing support to the investment team through research, monitoring, and reporting. They will also contribute to maintaining compliance with established investment policies and objectives.
Responsibilities
- Conduct market research and provide analysis on potential investment opportunities
- Maintain and monitor existing investment portfolios
- Prepare regular reports on investment performance and trends
- Make recommendations for investment strategies based on research and analysis
- Support the investment team in ensuring compliance with investment policies and objectives
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Minimum 2 years of relevant work experience in investment management or financial services
- Strong analytical skills and ability to interpret financial data
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
- Ability to manage multiple tasks and meet deadlines
Qualifications
- Knowledge of investment principles and practices
- Experience with financial modeling and valuation techniques
- Understanding of regulatory requirements and compliance standards
Skills
- Excellent written and verbal communication skills
- Strong attention to detail and organizational abilities
- Ability to work independently and as part of a team
Benefits
SBCERA offers a competitive benefits package including health insurance, retirement plans, and paid time off.
Pay
$80,000 - $90,000 annually
Schedule
Full-time, Monday through Friday, 8:00 AM - 5:00 PM