Investment Officer (Real Assets)

County of Orange•Santa Ana, CA

1d•Hybrid

About The Position

The Orange County Employees Retirement System (OCERS) is seeking an Investment Officer (Real Assets) to join their Investments Team. This role is responsible for supporting asset class strategy and execution through research, analysis, and portfolio monitoring. The Investment Officer will contribute to manager evaluation, due diligence, and portfolio analytics, and will support the organization's transition to a data- and technology-enabled investment platform. This is a key development position designed to build the skills and experience for progression to more senior investment responsibilities.

Requirements

5–10+ years of relevant experience in investment management or related field.
Foundational understanding of capital markets and asset class dynamics.
Strong analytical and quantitative skills.
Bachelor’s degree required.

Nice To Haves

Experience with financial modeling or data analysis preferred.
Progress toward CFA, CAIA, or similar designation preferred.

Responsibilities

Conduct market research and analysis to support asset class strategy.
Identify and evaluate investment opportunities and managers.
Gather and synthesize data from multiple sources to support decision-making.
Conduct and support due diligence processes for investment managers and opportunities.
Analyze manager performance, strategy, and organizational characteristics.
Prepare investment memoranda and supporting materials.
Track performance, exposures, and key metrics within the asset class.
Assist in performance attribution and benchmarking analysis.
Prepare reports and dashboards for internal and Board use.
Utilize data systems, analytical tools, and emerging technologies to support investment processes.
Assist in validating and maintaining databases, models, and reporting tools.
Contribute to AI and tech-enabled process improvements and workflow efficiency.
Collaborate with the Senior Investment Officer and Managing Director on investment projects.
Collaborate with internal and external investment professionals of all levels.
Mentor Analysts in asset classes and investment markets subject matters.
Participate in meetings with managers and industry participants.
Continuously develop investment knowledge and technical skills.