LACERA · 16 hours ago
Finance Analyst II, LACERA
Pasadena, CA
Full-time
Hybrid
Entry, Mid Level
$11,997.08/mo - $18,158.51/mo
2+ years expLACERA is the Los Angeles County Employees Retirement Association, managing a significant retirement fund for county employees. The Finance Analyst II position involves reviewing and analyzing LACERA's investment portfolio, making recommendations, and assisting in the management of various asset classes.
AssociationGovernmentNon ProfitRetirement
Responsibilities
Reviews, analyzes, and makes recommendations on the administration and management of LACERA’s investment portfolio
Evaluates and monitors current contract investment management companies’ performance
Assists in the preparation of Requests for Proposals (RFP’s), evaluating RFP responses
Conducts site inspections of LACERA owned property
Assists in the preparation of reports to the Board of Investments
Assists in determining asset allocations to contract management companies
Qualification
Required
A Bachelor's degree from an accredited college or university in Finance, Economics, Business Administration or a related field AND Two (2) years' responsible investment management experience assisting in the continuing supervision and review of an extensive investment program for a large financial institution or governmental agency
An additional two (2) years of the required experience may be substituted for a college degree
A Master's degree in Business Administration or related field
Two (2) years' experience at the level of Los Angeles County's position of Finance Analyst I, LACERA
Applicants must be able to perform the essential functions of this classification, with or without reasonable accommodation
Preferred
Conducting investment manager due diligence, including portfolio fit and optimization of risk-adjusted performance
Monitoring external investment managers for contractual compliance, investment performance, and conformance with guidelines
Assisting in the negotiation of terms with investment managers and/or other third-party service providers to promote alignment of interests and improve the expected outcomes for the total fund
Preparing visually effective presentations to inform a decision-making process and assisting with the delivery of presentations to a decision-making body such as a Board, Committee, and/or Executive Management
Collaborating with colleagues, consultants, investment managers, and stakeholders on cross asset class project teams
Participating in asset class investment committees contributing to investment recommendation discussions and insights into the execution of strategic asset allocation
Assisting with research on investment management strategy and structure according to established goals and guidelines
Benefits
A cafeteria benefit plan (14.5% - 17% of monthly base salary)
Annual leave
Defined benefit retirement plan
Savings Plan (401k)
Deferred Compensation Plan (457)
13 paid holidays per year
Savings plan
Tuition reimbursement
Hybrid work schedule
Ride share program
Company
LACERA
Lacera is an association that offers support in attaining retirement benefits to employees around the Los Angeles area.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
S
Santos Kreimann
Chief Executive Officer
Jonathan I. Grabel
Chief Investment Officer
Recent News
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