Job Description
Join San Jose's esteemed public finance team as we urgently seek a Pension Plan Specialist to manage our multi-million dollar retirement portfolio. This critical role ensures the financial security of 10,000+ public servants while navigating complex regulatory landscapes. Enjoy comprehensive benefits, career stability, and the opportunity to shape municipal retirement policy in America's 10th largest city.
Responsibilities
- Administer defined benefit pension plans including actuarial valuations and funding analysis
- Ensure compliance with ERISA, GASB, and California Public Retirement Systems regulations
- Manage investment portfolios and risk mitigation strategies for $3B+ assets
- Prepare comprehensive financial reports for City Council and oversight committees
- Develop retirement plan policies and employee education materials
- Collaborate with auditors and legal counsel during annual reviews
Qualifications
- Bachelor's degree in Finance, Accounting, Public Administration, or related field
- 5+ years of pension plan administration or public finance experience
- Strong expertise in ERISA compliance and investment strategies
- Proficiency with pension administration software (e.g., Oracle, Milliman)
- Certified Pension Consultant (CPC) or Chartered Financial Analyst (CFA) preferred
- Experience with municipal bond markets and public sector retirement systems
- Exceptional analytical skills with attention to regulatory detail