Investment Data Architect Lead
Full Job Posting
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 two weeks after the final filing 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!
- Support and advance the Investment Office’s enterprise data platform, including its data architecture, modeling structures, governance capabilities, and operational processes that enable trusted access to investment data across INVO.
- Partner with investment asset classes, Investment Operations, governance bodies, and technology teams to translate investment business needs into well-governed, high-quality, and scalable data capabilities, with the IO III providing senior leadership in this work.
- Advance trusted investment data through business-driven data modeling, lifecycle management, governance, and supporting tools, while enabling investment office teams through organizational change management for adoption, transparency, and data literacy across the Investment Office.
- You will find additional information about the job in the Duty Statement .
Minimum Requirements
- INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM
- INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Additional Documents
Job Application Package Checklist
Duty Statement
Job Code #
JC-535524
Position #(s)
275-690-4695-014
Classification
$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.
Shall Consider
INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
$7,993.00 - $10,004.00 This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0-10% 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.
# 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 $653.08 billion as of October 14, 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 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.
- 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
- Address for Mailing Application Packages
- You may submit your application and any applicable or required documents to:
- Public Employees Retirement System
- Postal
- Attn: JC-535524/IP
- 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:
- Drop-Off
- HRSD, EIR JC-535524/IP
- 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/GT9FSK5
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 leading or coordinating project workstreams 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 systems, data platforms, 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
- 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
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 [email protected]
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.
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.
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