Investment Operations Specialist in California

The Investment Operations Specialist will provide effective, efficient, and reliable analysis to the Chief Investment Officer (CIO) and Director, Investments. This position is an active participant in our sound portfolio-management strategy by providing the necessary data for our decision-making process.

The specialist will deliver professional, superior customer service to all internal and external constituents.

Essential Responsibilities:

• Lead investment rebalancing process for all SDF’s investment portfolios.
• Manages adequate investment funding (capital calls) through monitoring of cash position(s) across all investment portfolios, researching, and consolidating as needed.
• Develop reports, spreadsheets, tables, and grids to summarize and present information.
• Prepare materials and presentations in preparation for staff meetings; Executive Team meetings; and Investment Committee meetings.
• Attending quarterly Investment...