Portfolio Performance and Analytics Investment Officer

Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants. Position Details Job Code #

JC-526937

Position #(s) 275-690-4695-015 Working Title Portfolio Performance and Analytics Investment Officer Classification INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM $10,681.00 - $12,738.00 This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0- 20% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential. New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions 1 Work Location Sacramento County Telework Hybrid Job Type Permanent, Full Time Department Information California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $657.31 billion as of August 19, 2026. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs. If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website! To take a look at CalPERS as a destination employer, view this YouTube video. Job Description And Duties Anticipated Interview Dates: We anticipate holding virtual interviews approximately two to three weeks after the final file date. We look forward to meeting with you! Our Investment Technology & Performance (ITP) team is currently seeking an Investment Officer (IO) III who will contribute independent analysis and support the day-to-day performance and attribution measurement and analysis activities of the Performance Team at the advanced working and lead level. Additionally, the IO III will assist designing, building, and maintaining data pipelines, calculation processes, and data architecture that support performance reporting and analytics, and drive our CalPERS mission. Duties Include But Are Not Limited To: Assist with developing, implementing, and maintaining both in house solutions including scalable data pipelines and vendor solutions for sourcing, curating, transforming, and distributing portfolio data and analytics to the Investment Office (INVO). Develop data management frameworks for performance and attribution data with the goal of becoming a center of excellence for portfolio data and analytics within INVO. Design, implement, and manage processes, controls, and services needed to accurately monitor, measure, and report investment performance to INVO. Research, develop, and implement methodologies to enhance understanding of investment performance. Telework Information This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week. Sponsorship This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future. CalPERS does not participate in E-Verify for employment authorization purposes. Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours of PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay. You will find additional information about the job in the Duty Statement. Minimum Qualifications 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. The Classification Specification is located on this Job Posting under "Minimum Requirements". Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR’s CalCareers website. Career Services & Outreach Need help with your state application, resume, Statement of Qualifications, or interview preparation? The CalPERS Career Services & Outreach (CSO) team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations. #J-18808-Ljbffr CalPERS