Information Technology

Employment TYPE



Sacramento, California


May 4, 2020


Information Technology





Job# J586

Technical Specialist

About The Opportunity

Note: Local and GC or Citizen candidates preferred.

Job Description

  • Project Scope/Tasks: The California Public Employees’ Retirement System (CalPERS) is requesting a consultant to provide INVO technical support services related to the Global Equity portfolio construction and order management platforms, act as a technical specialist for the Public Markets Portfolio Management Process, the Multi-Asset Trading Platform Project (MATP) and other INVO projects as identified by the Global Equity or Technology Management Unit. The contract will also provide knowledge transfer to key INVO staff.
  • The scope of this project encompasses the following tasks:
  • Task 1 – Portfolio Construction Assistance
  • Perform analysis, software configuration, testing, user support for the Charles River platform and/or related INVO technology including integrations and data needs
  • Support of Charles River Investment Management Solution (CRIMS) in collaboration with ITSB CRIMS technical support team
  • Ensure all customizations specific to CalPERS use of portfolio construction technology have adequately documented specifications
  • Support the Data Integrity Group with security and position management where SQL is required to review database records and limitations of the application interfaces prevent the required updates
  • Utilize established change control and management procedures to accomplish support requests and implement INVO business priorities
  • Evaluate and implement new features available on investment platforms as determined by Senior Technical Specialist
  • Support and acquire knowledge transfer from Senior Technical Specialist and TMU staff
  • Task 2 – Global Equity Technology Projects Assistance: In support of INVO Roadmap and Program Projects contractor will be periodically called upon to support these efforts in the following ways:
  • As requested, work with project team members to analyze the structure and delivery mechanisms for incoming and outgoing Charles River data or related systems
  • Support as-needed analysis and input into the structure and functionality for execution services, portfolio construction, capital allocation and transition management software features
  • Participate in project initiatives, perform system analysis and support the design and implementation of technical solutions.
  • Task 3 – Global Equity Portfolio Management Process, Execution and Operations Support Under the direction of TMU and in collaboration with the Senior Technical Specialist:
  • Provide analysis for and implementation of system and technology improvements for GE related systems as directed by INVO TMU and ensure solutions are within the INVO technology support model
  • Using VBA and investment system APIs support and enhance Global Equity Excel workbooks and related add-ins for both Front and Back
  • Office teams Provide analysis and support for integration of portfolio optimization platforms with Charles River including but not limited to Axioma
  • Support and enhance derivative trading including system integration and position tracking using VBA, .net, SQL and appropriate API technologies
  • Support and enhance currency crossing process using SQL and appropriate API’s
  • Assist with trade related support including trade cost analysis, execution and settlement interfaces
  • Support and enhance xml-based FIX interfaces
  • Provide system analysis, design and build for the enhancement of inbound and outbound data interfaces and related tools/processes as required
  • Support the public markets team with other analysis or support duties as requested
  • As directed by INVO TMU, perform analysis and assist with system upgrades including CRIMS and other global equity technology platform components.
  • Other General Tasks
  • Identify and escalate issues or risks to the appropriate CalPERS parties as needed
  • Provide technical and system support in collaboration with INVO TMU and Investment Technology System support staff to resolve open issues
  • In support of established application and vendor management roles, direct inquiries to appropriate staff, where feasible
  • As requested, research technical issues and coordinate with INVO Global Equity, INVO TMU and stakeholders, as needed, to resolve open items
  • Create and/or enhance reference documentation as needed to support the business and to keep it consistent with evolving business practices and technical updates
  • Communicate with direct third-party software and service providers as necessary to address identified issues, user requests and other changes to the software and process environment utilizing established change management protocols.

Required Skills

  • Must have a minimum of three (3) years of experience analyzing complex projects for Public Sector clients; at least one years of said experience must have been at a high level technically.
  • Must have a minimum of one (1) years of experience supporting end users in Charles River Investment System Version18R1 or higher.
  • Must have a minimum of four (4) years of experience supporting end users in investment related systems.
  • Must have a minimum of five (5) years of experience with Crystal Reports.
  • Must have a minimum of six (6) years of experience utilizing full System Development Life-Cycle
  • Must have a minimum of six (6) years of demonstrated working knowledge of SQL, relational databases, and XML
  • Must have a minimum of eight (8) years of experience analyzing data and situations, identifying and solving problems, reasoning logically, drawing valid conclusions, and developing effective solutions
  • Must have at least five (5) years’ experience working with Excel, including workbook automation utilizing VBA.
  • Must have demonstrated experience with large-scale pension or wealth–related investment portfolio management processes and systems with AUM in excess of $100B


24 Months

Please Contact me to discuss the hiring process!

Sumit Gupta

Sr. Executive Recruiter
Contact: (310) 929-8421 Ext: 104

Hi! My name is Sumit Gupta. I treat all my consultants in a manner that they feel comfortable while working with me on any position they are applying for. Although, the motive is to find the best match for my consultants. But I make sure that I suggest them the right job matching their profile and work history by interacting with them in detail and follow-up with them at each and every level of the hiring process.