Job Description

Job Description and Duties

Anticipated Interview Dates: We anticipate holding in-person interviews beginning April 2, 2026.

We strongly encourage submitting your resume and college transcripts (official or unofficial) with your application package to expedite the application review process.

California Public Employees' Retirement System’s (CalPERS’) Pension Contracts & Prefunding Programs (PCPP) division is seeking a Research Data Analyst for the Administration and Reporting unit of the California Employers’ Retiree Benefit Trust (CERBT) and California Employers’ Pension Prefunding Trust (CEPPT) funds.

The CERBT & CEPPT funds are Internal Revenue Section 115 Trust funds dedicated to prefunding employer Other Post-Employment Benefits (OPEB) and employer pension contributions for eligible California public agencies. Employer participation in these trust funds is voluntary, making exceptional customer service and strong organizational skills essential for ensuring accurate fund operations and administration.

Under the direction of the Prefunding Programs Administration & Reporting Unit Manager (Supervisor I), the Research Data Analyst performs quantitative and qualitative research and analysis in areas related to accounting, actuarial science, financial reporting, and auditing; reviews completed actuarial valuation reports; and researches, prepares and completes ad hoc special projects.

Telework Information: Act quickly to apply for this hybrid position, where you’ll enjoy up to 40% (two days) remote work, each week!

Sponsorship: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. 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 PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay.

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Special Requirements

Statement of Qualifications

Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered.

The SOQ must be typed, titled “Statement of Qualifications,” and each response must be numbered and list all relevant experience, education, and training, including places of employment, dates, and duties performed. The SOQ must not exceed two pages in length and must have 12-point, Arial font.

1. Please describe your experience reviewing and analyzing accounting and financial documents and extrapolating data from reports.
2. Please describe your experience with computer programs including Microsoft Suite products, as well as any experience with computer programming languages.
3. Please describe your experience working with both internal and external stakeholders to deliver outstanding customer service. What strategies or approaches do you use to attract and retain clients?

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. If you are using education to meet MQs, please include your transcripts with your application package. If you have a degree from outside of the United States, you must submit an evaluation of this degree to determine the US equivalency. If you need an evaluation, you can visit the National Association of Credential Evaluation Services (NACES) website to find organizations that provide these services. 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 a final offer of employment. To find and take an exam, visit CalHR’s CalCareers website . Need help with your state application, resume, Statement of Qualifications, or interview preparation?

The CalPERS Career Services & Outreach 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 .

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:

• Demonstrates strong work ethic and keen attention to detail, driven by a genuine motivation to learn and develop professionally.
• General understanding of data analytics, data science, and fundamental logic concepts.
• Basic knowledge of computer programming languages.
• Excellent customer services skills.
• Excellent organizational skills.
• Experience with and/or knowledge of accounting, actuarial science, and investments.

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.

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)

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.

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 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.
• Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ will not be considered. We ask that you not use Artificial Intelligence assistance when composing your written response. Written responses are an attempt to assess and gain an understanding of your personal writing and communication skills and abilities.

Job Tags

Permanent employment, Full time, Remote work, Monday to Friday, Flexible hours, 2 days per week

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