University of California Office of the President (UCOP)
Senior Investment Data Analyst -
Position Description 1.31.24
For UCOP internal applicants, please login to the internal candidate gateway at: Jobs at UCOP
Position Base: Oakland
Location: UCOP - Broadway Building
UC OFFICE OF THE PRESIDENT
At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills, and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.
The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research, and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation, and the world. Learn more about the UC Office of the President
DEPARTMENT OVERVIEW
The Office of the Chief Investment Officer ("UC Investments") is responsible for managing the University of California's retirement, endowment, working capital, and cash assets under the policies, guidelines, and performance benchmarks established by the Regents. The mission of the Office is to implement those policies and guidelines by selecting, executing, and monitoring investment strategies designed to add value over the benchmarks within a risk-controlled framework. The Office adheres to high ethical as well as professional standards in serving the investment management needs of its constituency. The Chief Investment Officer has full investment discretion, while the Regents retain responsibility for Asset Allocation and Investment Guidelines.
POSITION SUMMARY
The Senior Investment Data Analyst plays an important role in planning for, developing and executing performance and investment data related initiatives. He/she will provide data support for the various investment teams and downstream applications within UC Investments. The Senior Analyst is primarily responsible for maintaining the Investment Book of Record by ensuring accuracy and granularity investment performance, exposures and transactions data for all assets under management. The hire will analyze and resolve any data issues, while ensuring that internal and external partners are updated while abiding by principles of data management as defined by management team. The Senior Analyst will work closely with the investment, operations, compliance and risk teams to develop new reports, processes and analytics to support the investment decision making process at all levels as well as assist in implementation and integrations.
The Senior Analyst will work with large sets of investment data and bespoke data sets across various disciplines, including Performance & Attribution, Risk, Accounting, Compliance and Asset Allocation. The individual in this role will be the main point of contact to:
The hire will support the office by:
RESPONSIBILITIES
50% - Data Management / Automation
25% - Investment Reporting
15% - Project Management
10% - Ad hoc Requests
Required Qualifications
Preferred Qualifications
Education
SPECIAL CONDITIONS
This position is eligible for a hybrid work arrangement. The selected candidate will be required to work onsite in Oakland, CA at least three days per week. The hire will be a current resident of California or be willing to relocate to California.
Salary And Benefits
Job Title: Senior Investment Data Analyst (UCOP Job Classification DATA SYS ANL 4)
Job Code: 000599
Salary Grade: Grade 25
Payscale: $140,000 - $155,000 commensurate with experience.
Full Salary Range: 105,500 - 200,700
The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.
Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging
Additional Information
HOW TO APPLY
Please be prepared to attach a cover letter and resume with your application.
APPLICATION REVIEW DATE
The first review date for this job is three weeks from posting. The position will be open until filled.
CONDITIONS OF EMPLOYMENT
Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP
Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy
August 2021 Update: The University of California has issued a policy requiring employees to be fully vaccinated against COVID -19 before physically accessing the University location or programs. Upon hire into a UCOP position, you will be provided detailed instructions on how to comply with this policy including access to the COVID vaccination at no cost. New hires to UCOP who work onsite or will come onsite for any activities at a UCOP or other UC location must comply with this policy within 8 weeks after their start date. The policy allows for employees to request approval for an exception or deferral. UC COVID-19 Vaccine Policy
EEO STATEMENT
The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. EEO/AA Employer UC Nondiscrimination Policy
The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: epost@ucop.edu.