Job Posting: Investment Data Platform Lead

Public Employees Retirement System

JC-506763
-
Investment Data Platform Lead
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM

$10,681.00 - $12,738.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

Final Filing Date: 2/19/2026

Job Description and Duties

In addition to completing your online job application, you must complete a Supplemental Questionnaire for the hiring manager's review. Please see the Special Requirements section for the instructions. Applications received without completing the Supplemental Questionnaire will not be considered. 

Anticipated Interview Dates: We anticipate holding virtual interviews approximately one month after the final file date. We look forward to meeting with you!

                                             Do you have technology experience actively supporting and advancing investment strategies?
                                                    Do you have advanced analytical skills and thrive in a fast-paced agile environment?         
                                                        Do you possess strong lead qualities and have excellent communication skills?    
                                                             If so, this Investment Data Platform Lead position could be right for you!      

Our Investment Technology & Performance (ITP) group within the Investment Officer (INVO) is responsible for overseeing data and technology used to manage the Public Employees' Retirement Fund (PERF) and Affiliate Funds, and drive our CalPERS mission. ITP is seeking an Investment Officer (IO) III to serve as a senior lead on the Investment Officer Data Platform team.

Duties include but are not limited to:

  • Support and extend the Investment Office's enterprise data platform, including its data architecture, modeling structure, governance capabilities, and operational processes that manage, support, and provide visibility and access to investment-centric data assets across INVO.
  • Act as a lead analyst/architect, partnering with investment asset classes, Investment Operations, governance bodies, and technology teams to translate business needs into well-governed, high-quality, and scalable data capabilities.
  • Play a key role in advancing trusted investment data through strong data architecture, lifecycle management, governance, and vendor-supported tooling, while enabling adoption, transparency, and data literacy across the Investment Office. 
Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.

Sponsorship: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future. CalPERS does not participate in E-Verify for employment authorization purposes.

Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours of PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay.

 How did you hear about this position? Tell us in this brief survey.

You will find additional information about the job in the Duty Statement.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

Additional Documents

Position Details

Job Code #:
JC-506763
Position #(s):
275-690-4695-016
Working Title:
Investment Data Platform Lead
Classification:
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM
$10,681.00 - $12,738.00

This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0- 20% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.

New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time

Department Information

California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $604.09 billion as of February 5, 2026. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs.

If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website!

To take a look at CalPERS as a destination employer, view this YouTube video.

Special Requirements

Supplemental Questionnaire

In addition to completing your online job application, you must complete a Supplemental Questionnaire for the hiring manager's review. Applications received without completing the Supplemental Questionnaire will not be considered.

Minimum Qualifications

All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements."

Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR’s CalCareers website.

Career Services & Outreach

Need help with your state application, resume, Statement of Qualifications, or interview preparation?

The CalPERS Career Services & Outreach (CSO) team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations.

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

Final Filing Date: 2/19/2026

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

How To Apply

Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

Address for Mailing Application Packages

You may submit your application and any applicable or required documents to:

Public Employees Retirement System
Postal
Attn: JC-506763/KC
Human Resources Division, Recruitment
P. O. Box 942718
Sacramento, CA 94229-2718

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

Public Employees Retirement System
Drop-Off
HRSD, EIR JC-506763/KC
400 Q Street, Lincoln Plaza North
1st floor drop box by security desk
Sacramento, CA 95811
08:00 AM - 05:00 PM

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

  • Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
  • Resume is optional. It may be included, but is not required.
  • Supplemental Application - In addition to completing your online job application, you must complete a Supplemental Questionnaire for the hiring manager's review. Applications received without completing a Supplemental Questionnaire will not be considered. - https://www.surveymonkey.com/r/F2LMPJN
Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
  • Experience partnering with application development, infrastructure, and security teams to design and operate data platforms across cloud and on-premise environments
  • Experience developing and translating business use cases into data architecture, conceptual/logical models, and technical specifications that support investment decision-making
  • Knowledge of investment management concepts and core investment data domains (e.g., portfolios, securities, benchmarks, transactions, positions, performance, or reference data)
  • Experience implementing data quality controls and stewardship processes for critical data sets, including master and reference data
  • Ability to build consensus, facilitate cross-functional decisions, and balance competing business and technical priorities
  • Experience supporting project delivery using structured delivery methods (including agile or hybrid approaches)
  • Experience supporting organizational and data-related change management initiatives, including adoption of new platforms, standards, or governance processes
  • Knowledge of Master Data Management (MDM) and data governance principles, including ownership, stewardship, metadata, lineage, and data quality best practices
  • Experience participating in or supporting large-scale system, data platform, or process implementations
  • Ability to analyze complex data and information, synthesize findings, and present clear recommendations related to the management, quality, and governance of investment data

Benefits

CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.

Some added benefits CalPERS offers include:
  • Alternate Work Schedules
  • Flexible Work Hours
  • Onsite childcare facility
  • Onsite fitness center
  • Onsite café and nearby restaurants
  • Free onsite parking available Mondays and Fridays, subject to change 
  • Free offsite parking available with shuttle service Tuesdays, Wednesdays, and Thursdays
For more details about employee benefits, visit the California Department of Human Resources website.

Contact Information

The Human Resources Contact is available to answer questions regarding the position or application process.

Human Resources Contact:
CalPERS Careers
(916) 795-3065
careers@calpers.ca.gov

Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.

EEO Contact:
CalPERS EEO
(916) 795-3675
EEO@calpers.ca.gov
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Additional Information

Live Scan
Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.

CalPERS Disclosure Requirements
If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)

Surety Bond
Must be able to qualify for a Surety Bond.

Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver’s license, equal employment opportunity data, examination scores, and LEAP status.

Equal Opportunity Employer

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

Application Methods:
Electronic (Using your CalCareer Account)
By Mail
Drop-off
Print Job