Confidential Assistant II

Full Job Description

**** THIS RECRUITMENT WILL CLOSE AFTER 50 APPLICATIONS ARE RECEIVED****

THE POSITION

The Confidential Assistant II (Investment), under close supervision, provides entry-level analytical, administrative, and operational support to the Investment Program of the Stanislaus County Employees’ Retirement Association (StanCERA).

Assists professional investment staff by compiling data, preparing routine reports, maintaining documentation, and supporting investment operations related to public and private market investments.

This is a temporary (one-year), non-permanent part-time classification intended to provide practical exposure to institutional investment management within a public pension fund environment.

The Confidential Assistant II performs assigned duties under close supervision and direction and does not exercise independent judgment, decision-making authority, or investment discretion.

The classification is distinguished from the Investment Officer I in that the Confidential Assistant II performs more routine, structured, and closely supervised tasks and does not standardly conduct independent analysis or make recommendations.

The Job Task Analysis provides information detailing the physical and functional demands of the classification. For the complete job task analysis, visit the Risk Management website at http://www.stancounty.com/riskmgmt/under the "Disability" tab.

Requirements

• Assist in compiling data and performing basic research related to investment policies, asset classes, portfolio exposures, securities, and market or economic information, as directed;
• Assist with the preparation of routine investment reports, schedules, exhibits, and supporting materials for Board of Retirement meetings;
• Provide administrative and project support related to custodian performance reporting, including tracking deliverables, coordinating requests, and maintaining supporting documentation;
• Assist with auditing, organizing, and maintaining investment-related documentation in accordance with Investment Policy and internal procedural requirements;
• Assist with routine updates to StanCERA’s investment-related website to ensure timely posting of reports and approved materials;
• Attend investment manager meetings, due diligence calls, and internal discussions; prepare written summaries of key topics, discussion points, and follow-up items;
• Compile and organize portfolio exposure data for both public and private investments, including real estate assets and portfolio company level data for staff review;
• Assist with the development and maintenance of Bloomberg dashboards and other portfolio monitoring tools used by investment staff;
• Assist with the projection and monitoring of StanCERA benefit payments, administrative expenses, and employee and employer contributions from all sources;
• Assist with private market capital call tracking and cash flow forecasting by compiling historical and projected data;
• Assist with the compilation, reconciliation, and tracking of investment manager fees and expenses, including preparing summary reports for staff review;
• Assist with preparation and filing of operational and compliance-related documentation, including tax reclaims, relief-at-source filings, proxy voting authorizations, and powers of attorney;
• Assist with investment-related accounting activities;
• Assist with custodian bank-related operational activities, including new account setup, account maintenance, reconciliations, and ad hoc data requests;
• Provide general investment operations and administrative support;
• Assist staff with technical, stakeholder, board, and customer support as requested; and
• Perform special projects and related duties as assigned.

Qualifications

EDUCATION/EXPERIENCE

PATTERN I

• Two (2) years of journey-level clerical experience with institutional investment operation experience (StanCERA, County, or similar large institutional investor)

PATTERN II

• One (1) year of journey-level clerical experience with institutional investment operation experience (StanCERA, County, or similar large institutional investor); AND

• 30 college semester units or 20 college quarter units in Human Resources Administration, Communications, Business Administration, Public Administration, or a closely related field.

PATTERN III

• Six (6) months of journey-level clerical experience with institutional investment operation experience (StanCERA, County, or similar large institutional investor); AND

• 60 college semester units or 40 college quarter units in Human Resources Administration, Communications, Business Administration, Public Administration, or a closely related field.

DESIRABLE QUALIFICATIONS

In addition to the minimum qualifications, applicant screening may focus on the following desirable qualifications. Please list any of these qualifications you may have within the "duties" section of the online application.

• Three (3) months experience at StanCERA or other public pension plan; OR
• Three (3) months experience with County (including County internship program); OR

• Three (3) months experience with institutional investment operation (StanCERA, County, or similar large institutional investor).

Additional Information

APPLICATION PROCEDURES/FINAL FILING DATE

Applications cannot be submitted later than 5:00 p.m. on the final filing date. Make your online application as complete as possible so a full and realistic appraisal may be made of your qualifications.

Resumes will not be accepted in lieu of a completed application.

Attaching your resume and cover letter are an optional feature for those who wish to do so in addition to completing the required application.

Information on your resume and cover letter will not substitute for the education, work experience and required fields on the County application.

The online County application is the primary tool used to evaluate your job qualifications.

EXAMINATION PROCESS
Most County recruitments consists of the steps detailed below and are governed by Merit Principles. The examination process ensures that all applicants are given the same opportunity to gain employment within Stanislaus County.

• Application Review and Screening. Applications are carefully screened based on information provided. Those who submit incomplete applications that lack relevant qualifications or do not submit all required documents will not be invited to move on.
• Written Examination. Applicants will be invited to participate in a written exam that tests knowledge for the position.
• Oral Examination. Applicants are invited to a panel interview in which they will be evaluated by County subject matter experts.
• Eligible Lists. Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for six months, but may be extended up to eighteen months.

TENTATIVE RECRUITMENT SCHEDULE
Application Deadline: February 6, 2026
Oral Examination: Tentatively the week of February 9, 2026

Note: The eligible list generated from this recruitment may be used to fill future extra-help, part-time and full-time vacancies throughout Stanislaus County.

GENERAL INFORMATION

Final appointment will be conditional upon successfully passing a County paid pre-employment drug screening (if applicable for position) and a job-related background investigation.

Some positions may require possession or the ability to obtain, and maintenance of a valid California Driver’s license or the ability to utilize an alternative method of transportation when needed to carry out job related essential functions.

Stanislaus County supports the good health of its workforce. More information is available at http://myclubwellness.org