INVESTMENT OPERATIONS ANALYST OR SENIOR ANALYST

Investment Operations Analyst/Senior Analyst Public Employees Retirement Association of New Mexico The Public Employees Retirement Association of New Mexico (PERA) is a multi-employer public pension plan serving 90,000+ members with an externally managed portfolio of approximately $20.5 billion, along with PERA Smart Save, a supplemental deferred compensation 457b plan, with approximately 24,000 participants and $1 billion in assets. The mission of the Board of PERA is to preserve, protect, and administer the Trust to meet its current and future obligations and provide quality services to Association members. Help us fulfill this mission by safeguarding and growing the pension to ensure financial dignity for public workers across New Mexico. Job Description: Behind every investment decision at PERA is an operations function that must keep pace with the growth and complexity of a $20.5 billion multi-asset portfolio. We are looking for an Investment Operations Analyst/Senior Analyst to join our Investment Operations Team. The position is detail-intensive; accuracy and controls are the core of the job. At PERA, we highly value our culture, emphasizing collaboration and teamwork. However, we also recognize the importance of individual initiative and the ability to navigate and adapt within a rapid and dynamic work environment. The team is mission-focused, understanding its fiduciary duty and the importance of prudently investing and safeguarding assets to meet its statutory obligations to its members. Essential Duties and Responsibilities: Investment Administration NM PERA has 100+ relationships with outside investment managers that provide account statements on a regular basis (monthly, quarterly, etc.). This position has primary responsibility to ensure these statements are filed timely and tracked appropriately. This position has primary responsibility for working with NM PERA’s outside CRM (Customer Relationship Management) service to ensure documents are appropriately being collected and tracked. This position maintains certain internal records for the entire division, including group email password management. This position communicates with external agencies like STO (State Treasurer’s Office) and is responsible for ensuring files are retained and information is validated appropriately. This position is also the primary liaison with other divisions within NM PERA such as ASD (Administrative Services Division). This position is responsible for fee recalculations for liquid managers, as well as ensuring managers have all required information needed for invoicing and fees are communicated to the custody bank. This position is responsible for owning PO (Purchase Order) creation and tracking of budget to actual expenses. This position is responsible for saving, paying, and tracking of investment manager, service provider, and subscription invoices through payment clearing. This requires understanding of state policies and processes, as well as effective communication with both internal and external parties. This position is responsible for working with internal staff on travel, ensuring compliance with internal policies and communication with internal and external parties to ensure travel and reimbursement packets are completed correctly and timely. This position is responsible for creating and maintaining contact lists in NM PERA’s outside CRM service for NM PERA’s various Investment Managers, Service Providers, etc. This position is responsible for ensuring NM PERA’s contracts are retained, organized, and tracked appropriately. This position is responsible for deadline-driven tasks such as proxy vote collection from managers, occurring on a quarterly basis. This position will serve as the back-up for Investment Account Manager when required. Desired Skillset · Precision, with demonstrated ability to catch and resolve discrepancies. · Willingness to adapt to changes and revamp and/or build new processes. · Clear written communication; able to brief senior staff concisely. · Sound judgment on escalation; handle confidential and non-public information appropriately. · Strong problem-solving skills. · Working proficiency in excel, including formulas (sumifs/countifs, lookups), data cleanup, and conditional formatting to maintain trackers and perform/verify calculations (e.g. fee recalculations). · Ability to use SHARE and other state systems to pull information. · Ability to learn how to use various systems to pull required information (external CRM, consultant sites, custody bank sites). · Ability to look at current processes for efficiencies. Strong process-documentation and internal-control mindset, with the ability to build written procedures, checklists, and controls that allow functions to run consistently and be reviewed by others. Strong communication skills that allow for frequent correspondence with the custodian, investment managers, consultants, auditors, and internal stakeholders. · Team-player skills and the judgment to prioritize effectively across competing deadlines. Measures of Success · Improved accuracy and consistency of tracking and record-keeping in Investment Operations. · Ensuring the division meets specified deadlines (i.e. 100% of invoices paid on time). · Timely identification, escalation, and resolution of material issues. Minimum Qualifications: · Bachelor’s degree in Finance, Accounting, Economics, or Business Administration. Substitutions apply - see Substitution Table below. Education and years of experience must be related to the purpose of the position. Substitution Table Education Experience 1 High School Diploma or Equivalent AND 6 years of experience 2 Associate’s degree in the field(s) specified in the minimum qualification AND 4 years of experience Miscellaneous: · The position is based in Santa Fe, NM · Remote work is allowed 2-3 days per week; candidate must live in the State of New Mexico, per Governor mandated order. No relocation assistance is available · Periodic travel · This is an exempt, at-will position · Salary range is $60,000 - $100,000 To Apply: We invite you to bring your expertise to PERA, where your work directly contributes to the financial security of thousands. Apply today to be part of our forward-thinking team. Please send a current resume and cover letter to [email protected]. Only candidates chosen to participate in interviews will be contacted. Active recruiting began October 26, 2026, and will remain open until it is filled. https://www.nmpera.org/about/careers/ Public Employees Retirement Association of New Mexico is committed to the principles of equal employment and workforce diversity. Job Type: Full-time Pay: $60,000.00 - $100,000.00 per year Work Location: Hybrid remote in Santa Fe, NM 87507