| Location | Santa Rosa, CA |
| Salary | $99,555.62–$121,011.22 Per Year |
Retirement Investment Analyst I
Salary
$99,555.62 - $121,011.22 Annually
Location
Santa Rosa, CA
Job Type
Full-Time
Job Number
26/09-0418-O
Department
Sonoma County Employees Retirement Association (RET)
Opening Date
09/14/2026
Closing Date
9/28/2026 11:59 PM Pacific
Bargaining Unit
50
Position Information
Bring your financial analysis experience to the County of Sonoma as a Retirement Investment Analyst I.
Starting salary up to $57.98/hour ($121,011/year) and a competitive total compensation package!*
The Sonoma County Employees Retirement Association (SCERA) is currently recruiting to fill a Retirement Investment Analyst position at either the I or II level, depending on qualifications. If you are interested in being considered at the II level of this opportunity, you must apply to the separate concurrent recruitment being conducted for that level.
Join Our Team
SCERA is a small office that values customer service, collaboration, professionalism, consistency, proactive planning, flexibility, and innovative problem-solving. We are committed to creating a diverse, equitable, and inclusive workplace where individuals from all backgrounds are welcomed, supported, and empowered to reach their full potential.
This is the entry level class in the Retirement Investment Analyst series characterized by the responsibility to conduct detailed data collection and analysis for use by SCERA management and the Board of Retirement in evaluation of the Investment Program. The incumbent will initially work under close supervision of a higher-level Investment Officer and is expected to require less guidance and supervision as experience, knowledge, and skills are gained. The incumbent is expected to gain the knowledge and skills to progress to the Retirement Investment Analyst II level.
Strong Retirement Investment Analyst I candidates will have one or more years of investment experience in a public agency or financial institution which involved financial analysis, investment analysis, economic analysis, and/or investment reporting or performance measurement. This position requires prolonged concentration while analyzing detailed financial, economic, and investment information. You will be working with large datasets, complex spreadsheets, and technical investment data. In this role, you will be responsible for:
Note: This position has standard weekly business hours with occassional early morning, evening, or extended hours to accommodate Board and Investment Committee meetings, events, or travel. There will be periodic travel for conferences, educational programs, and investment manager due diligence visits.
The ideal candidate for this position will be a collaborative team member with the ability to explain technical information clearly. They will be receptive to coaching and continuous learning with an interest in public pension investing and fiduciary responsibilities. In addition, they will possess many of the following:
What We Offer
Working at the County of Sonoma offers expansive opportunities for growth and development, the ability to be a part of a challenging and rewarding work environment, and the satisfaction of knowing youre working to better our communities. You can also look forward to flexible work arrangements and excellent benefits* including:
This recruitment is being conducted to fill a Retirement Investment Analyst I position in SCERA. This employment list may also be used to fill future full-time, part-time, or extra-help (temporary) positions as they occur during the active status of the list. Qualified County employees who wish to be considered for future positions should consider applying to this recruitment.
Application submissions require the Supplemental Questionnaire to be completed.
Minimum Qualifications
Experience and Education: Any combination of education and experience that would provide the opportunity to acquire the knowledge and abilities listed. Normally, this would include possession of a Bachelors degree, or equivalent, in economics, finance, accounting, business/public administration which includes significant coursework in economics, quantitative analysis, financial accounting, and statistics, or a closely related field AND one year of experience which involved financial analysis, investment analysis, economic analysis, and/or investment reporting or performance measurement; OR a Masters degree, or equivalent, with an emphasis in any of the above listed areas.
License: Possession of a valid drivers license at the appropriate level including special endorsements, as required by the State of California, may be required depending upon assignment to perform the essential job functions of the position.
The position advertised on this announcement does not require possession of a valid California Driver's License.
Knowledge, Skills, and Abilities
Knowledge of: the principles and practices of institutional investing; financial analysis; benchmarking; administrative analysis; and statistics.
Ability to: perform complex financial analysis; prepare and write reports and present conclusions and recommendations; establish and maintain effective working relationships; effectively communicate verbally and in writing; interpret and explain laws, regulations, and policies; make presentations to Boards, management groups, department representatives, and others as needed; utilize personal computers to generate investment management analyses and presentations; analyze and evaluate systems; exercise appropriate judgment in answering questions and releasing information.
Selection Procedure & Some Helpful Tips When Applying
Please visit Getting a Job with the County of Sonomato review more detailed information about the hiring process, including the application process, examination steps, and department selection process.
Application submissions require the Supplemental Questionnaire to be completed.
Responses to supplemental questions will be scored using position-specific criteria. Please provide specific and detailed responses of a reasonable length to allow for a thorough assessment of your qualifications. Responses that state, "See Resume" or "See Application" may be considered insufficient and therefore may not be scored.
The selection procedure will consist of the following examination:
AnApplication and Supplemental Questionnaire Appraisal Examination (weight 100%) will be conducted to evaluate each applicants application and supplemental questionnaire for satisfaction of minimum qualifications (pass/not pass); and for educational coursework, training, experience, knowledge, and abilities which relate to this position. Personally identifiable information (PII) is removed from the standard application fields and applicable attachments. This PII blind screening practice redacts a candidate's personal information that could potentially influence or bias the scoring process. Personal information includes the applicant's name, former last name, address, phone number, email, drivers license number, school name, education start and end dates, age, date of birth, gender, and race. This PII blind screening practice helps contribute to a fair and equitable examination process.
Each applicant will be evaluated based on the following criteria:
Candidates demonstrating possession of the minimum qualifications will be placed on an employment list in order of most qualified to least qualified based on the achieved score received in the Application and Supplemental Questionnaire Appraisal Examination which evaluates the education, training, experience, skills, knowledge, abilities, and other qualifications that you demonstrate in your application and/or response to the supplemental questionnaire. Please be aware that resumes and cover letters are not typically evaluated in the Application and Supplemental Questionnaire Appraisal Examination. Scores may be adjusted based on such factors as the number of candidates, anticipated vacancies, past practice, and natural breaks in the scores achieved by this group of candidates.
Please note: Department Selection Interviews are anticipated to be held during the first week of November 2026.
Additional Information
A background investigation is required prior to employment. Candidates referred to departments for a selection interview are typically required to sign authorization and release forms enabling such an investigation. Failure to sign prescribed forms will result in the candidate not being considered further for that vacancy. Reference information will not be made available to candidates.
Additional requirements, such as successful completion of a physical exam, drug screen, etc., may apply, depending on the duties and responsibilities of the position. If you receive a conditional job offer for the position, the requirements upon which the offer is contingent will be outlined in the conditional job letter. You may also review theJob Classification Screening Scheduleto determine the requirements for this position.
How to Apply
Applications are accepted online at www.yourpath2sonomacounty.org. Paper applications may be submitted in person, fax (707-565-3770), email, or through the mail. All applications and appropriate supplemental information as outlined in the job announcement must be received by the time and date specified on the first page of this job announcement. Applications received after the recruitment closes will not be accepted.
The County of Sonoma values diversity and is dedicated to creating a workplace environment that provides individuals with a sense of belonging. We are committed to having a diverse workforce that is representative of the communities we serve. The County is proud to be an Equal Opportunity Employer where all aspects of employment are based on merit, competence, performance, and business need.
HR Analyst: DP
HR Technician: VH
Important Note: Benefits described herein do not apply to Extra Help positions.
County of Sonoma Benefits: Management*
These are some of the excellent benefits the County offers:
Paid Time Off: Competitive vacation accrual and sick leave accruals; additional management leave annually; 12 paid holidays, and an additional 8 floating holiday hours per year; and may be eligible for up to 8 weeks (320 hours) of Paid Parental Leave after 12 months of County employment.
Health Plan: Choose from nine health plans (three HMOs, three deductible HMOs, and three HSA-qualifying plans) with a generous County contribution to the premium (the contribution amount varies by bargaining unit). For more information, please see the appropriate MOU.
Retirement: Fully integrated with Social Security. For more information regarding eligibility, retirement contributions, and reciprocity with prior public service, please visit https://scretire.org/active-/-deferred/when-you-are-hired.
IRS 457 Plan: Pre-tax employee contribution up to the IRS annual maximum.
Retiree Medical: County contribution to a Health Reimbursement Arrangement to help fund post-retirement employee health insurance/benefits.
Student Loan Debt Relief: County employees may be eligible for Public Service Loan Forgiveness through the U.S. Department of Education.
Plus, excellent dental, vision, disability, life insurance, professional development, and more.
For answers to specific questions regarding the employment process and more details about benefits or retirement, please contact Human Resources at (707) 565-2331. Additional details about benefit and compensation packages can be found in the MOUs located at Labor Agreements & Salary Resolution. For specific information about health and welfare benefits, including plan options, coverage, and premium amounts, go to Human Resources or contact the Human Resources Risk Management-Benefits Office at benefits@sonomacounty.gov or (707) 565-2900.
01
How did you first learn about this opportunity?
02
Please indicate if you would also be interested in future part-time or extra-help (temporary, intermittent, or seasonal employment) positions should they become available. Check all that apply.
03
For this question, and all subsequent questions, please provide sufficient information to allow for a thorough evaluation of your qualifications. Responses to supplemental questions may be scored using specific criteria and may be reviewed by hiring managers.
The minimum qualifications for this position normally include possession of a Bachelors degree, or equivalent, in economics, finance, accounting, business/public administration which includes significant coursework in economics, quantitative analysis, financial accounting, and statistics, or a closely related field AND one year of experience which involved financial analysis, investment analysis, economic analysis, and/or investment reporting or performance measurement; OR a Masters degree, or equivalent, with an emphasis in any of the above listed areas.
Please describe how you meet the minimum qualifications for this position. For each position you list, include your job title, employer name, dates employed (mm/yr to mm/yr) and a description of your role and responsibilities. Include any relevant coursework, training, and degrees you have completed.
04
Please describe a project in which you used Excel to analyze data and present your findings to others. If applicable, describe any data you obtained from an external source and any graphs, charts, or other visualizations you created. Include your role in the project, the purpose of the analysis, how you used Excel, the conclusions or recommendations resulting from your work, and what you learned from the experience.
05
Please describe your experience applying investment knowledge to research, evaluate, or monitor investments or financial markets, either professionally, academically, or personally. In your response, describe the types of investments or markets you have evaluated, any portfolio analysis you have performed, and the research tools or information sources you have used (e.g., Bloomberg, brokerage platforms, financial publications, market data, or other research sources). If the experience was gained through employment, include the employer, job title, and dates of employment (mm/yr to mm/yr)*
Required Question
Employer County of Sonoma (CA)
Address 575 Administration Drive, Suite 116B
Santa Rosa, California, 95403
Phone (707) 565-2331