Equity Analyst II or III

Summary of Job Responsibilities

This position is responsible for coordinating and providing fundamental stock research, economic research and strategy, and performance analysis and attribution related to the Global Equity investments portfolio. Makes buy, sell, and hold stock recommendations based on research and analysis conducted.

Essential Duties and Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

Independently conducts equity research, company modeling, and analytical functions to support the internal management of the public equity asset class which contains global stocks across the market capitalization spectrum

Engages in industry and sector analysis and makes purchase and sale stock recommendations

Sources and recommends potential investments while maintaining coverage of existing holdings within a given sector; may cover two or more global sectors

Collaborates with sector and portfolio management teams to drive performance

Reviews macroeconomics analyses and contributes to the formulation of timely and appropriate investment strategies for the equity funds in assigned portfolio area

Leads due diligence meetings with company management and sell-side professionals

Assists in selection, evaluation, and ongoing monitoring of external investment managers

Participates in training and educational opportunities for ongoing professional development

May provide direction and training to more junior staff

Maintains regular and prompt attendance in the workplace

Carries out other duties as assigned

Job Qualifications

Bachelor’s degree in finance, business administration, or economics; 7 to 10+ years of investment industry experience; CFA and/or MBA in progress; or equivalent combination of education and experience

Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or FactSet is preferred

Quantitative aptitude, as evidenced by academic achievement and/or work experience

Demonstrated analytical, problem solving, and decision making skills

Effective oral and written communication, presentation, and negotiation skills

Thorough understanding of financial markets, concepts, principles and theories

Knowledge of macroeconomics and its influence on investments

Extensive knowledge of fundamental, technical and quantitative stock analysis and valuation techniques

Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements

Ability to work effectively both independently and with others in a team environment

Interpersonal skills including leadership, training, and conflict resolution

Ability to travel both domestically and internationally as necessary for business purposes

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.

Occasional moving and positioning supplies in excess of 20 pounds

All employees are expected to present themselves in a professional manner in alignment with the financial services industry

Ability to sit for prolonged periods of time

Ability to operate standard PC equipment

Ability to manage frequent deadlines and tight schedules

Hybrid Work Option

Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.

Interested Candidates:

Complete the employment application online at https://www.copera.org/careers. Please have copies of your resume and cover letter available to upload.

Job Description Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice.

Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.

All Colorado PERA employees are subject to PERA’s Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA’s talent acquisition team and any questions can be answered by PERA’s Investment Administration team.

Why Work at PERA

Colorado PERA offers more than a traditional pension career. We are a mission-driven organization with a growing focus on technology and modernization. Employees have the opportunity to do meaningful work with a real impact on over 700,000 members. From enhancing digital tools and member experiences to supporting major enterprise initiatives, employees are part of meaningful, future-focused work that blends public service with innovation. We take pride in our inclusive culture, career development opportunities, and our consistent recognition as a Top Workplace based on employee feedback. PERA is a place to connect, contribute, and be part of something bigger.

A Culture That Cares

At PERA, leveraging employee strengths and supporting strong engagement are the foundations of our culture. Employees are encouraged to grow through development opportunities and internal career movement, while also being part of an organization where people feel respected, informed, and included. Collaboration is encouraged across teams, allowing employees to learn from one another and contribute in ways that maximize their unique skills. We strive to foster an environment where employees can do their best work and feel supported by the people around them

An Employer that Invests in You

PERA invests in our employees in ways that matter; from comprehensive benefits and generous paid time-off to thoughtful everyday amenities that enhance the office experience. Employees are encouraged to continue learning through training, mentoring, and development at every stage of their careers. We champion a workplace where people feel valued, inspired, and equipped to grow.

Join Us

If you’re energized by meaningful work, motivated by an organization that evolves with a changing world and looking for an employer that invests in you, then consider joining PERA’s team. Learn more about careers at PERA at copera.org/careers.

Position Title: Equity Analyst II or III

Division: Investment - Equities

Reports to: Director of Equities

Job Status: Full-time, Exempt

Salary: $210,000.00 to $260,000.00 Annual, Commensurate with experience

Posting Dates: 07/17/2026 to 08/02/2026