Description
DESCRIPTION
The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting on-line applications to fill the position of Investment Analyst (Portfolio Analytics).
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
CORE COMPETENCIES
- Strong quantitative and data-oriented mindset
- Ability to execute tasks accurately and efficiently
- Curiosity and willingness to learn across asset classes
- Comfort with technology, data, and AI tools
- Strong work ethic and collaboration 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
