Associate Investment Officer

THE IDEAL CANDIDATE FOR THIS NEWLY CREATED POSITION

SBCERA is excited to announce that we are hiring an Associate Investment Officer to support our Senior Investment Officers. The ideal Associate Investment Officer at SBCERA will be intellectually curious, analytically sharp, and deeply motivated to understand investments at a fundamental level. We’re not looking for someone who simply tracks performance or echoes consensus views—we’re looking for someone who asks smart questions, challenges assumptions, and actively seeks to understand what drives markets, strategies, and outcomes.

This role is for someone who approaches investing not just as a job, but as a craft—someone who’s excited to learn, rigorous in their thinking, and eager to contribute to a collaborative, high‑performance investment team. Strategic insight, independent thinking, and a genuine interest in value creation are essential.

This position includes the potential to earn up to a 12 percent incentive compensation bonus.

Candidates are expected to complete the full application including all relevant work experience, education, credentials/professional designations and/or progress toward credentials/professional designations. This position will remain open until a sufficient number of qualified applicants has been received. We will begin reviewing applications on December 19, 2025 at which time we will begin phone interviews for those candidates most closely meeting the needs of SBCERA.

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.

The Associate Investment Officer is the first level in SBCERA’s investment professional series. This position reports to a Senior Investment Officer and assists with research, analysis, monitoring, reporting, and other functions as needed within the investment division. The role is designed to prepare incumbents for progression to the Investment Officer classification through the development of investment analysis, reporting, portfolio management, and communication skills.

Every employee is expected to model SBCERA’s core values by acting with integrity, embracing accountability, collaborating across teams, and striving for professional excellence in service to our 50,000+ members and beneficiaries.

Examples of job duties include, but are not limited to:

To perform this job successfully, an individual must be able to perform each essential function above. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• SBCERA’s mission, strategic pillars, and core values of…