Analyst I/II (Retirement Benefits) - Office of Retirement Services

The Office of Retirement Services (ORS) oversees the investment of assets and administers the benefits of the two Defined Benefit Retirement Plans for City of San Jose employees. The assets of the two plans total over $8 billion. As of September 28, 2025, there were over 7,300 retirees and beneficiaries, and over 8,400 active, inactive, and deferred vested members in the two retirement plans. Each of the retirement plans has a Board of Administration that has fiduciary responsibility over their respective retirement plan. ORS has a total of about 45 positions spread among six different work unit within the office: Investments, Benefits, Accounting, Audit, Information Technology, and Administration. In addition, ORS has its own pension administration software system called PensionGold that holds all pension/contribution information for active members and retirees and is used in almost all the functions for the Benefits Group staff. Salary Information Analyst I salary range is $92,994.72

• $113,022.00 Analyst II salary range is $101,468.64
• $123,330.

48 This range includes an approximate five percent (5%) ongoing non-pensionable pay. Actual salary shall be determined by the final candidates' qualifications and experience. The Office of Retirement Services is seeking enthusiastic, customer-focused individuals to fill two full-time Analyst I/II positions within the Benefits Division (Pension Benefits Team). These positions play an integral role in administering retirement benefits for more than 15,000 retirees and plan members. In this role, the Analyst will support members throughout the retirement process, perform pension benefit calculations, and resolve pension and health enrollment issues. Key Responsibilities Provide responsive customer service to retirees and active members via phone, email, and in-person interactions. Research and resolve a wide range of pension-related issues. Perform accurate pension benefit calculations using Excel. Process new retirements, adjustments, and corrections in the Pension Administration System. Manage specialized assignments such as legal/divorce cases, disability retirements, reciprocity, outside earnings and workers' compensation offsets, service purchases, military leave reconciliations, Section 415(b) compliance, and sick leave payouts. This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. Education and Experience Analyst I A Bachelor's Degree from an accredited college or university. Analyst II A Bachelor's Degree from an accredited college or university AND two (2) years of increasingly responsible professional staff analytic or administrative experience conducting studies, organizing and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources. Acceptable Substitution Additional years of experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration or human resources may be substituted for the education requirement on a year for year basis. Job Competencies The ideal candidate will possess the following competencies, as demonstrated in past and current employment history. Desirable competencies for this position include: Job Expertise

• Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations. Analytical Thinking
• Approaches a problem or situation by using a logical, systematic, sequential approach. Computer Skills
• Experienced with common business computer applications including but not limited to: MS Outlook, MS Word, MS PowerPoint, MS Access, and MS Excel. Customer Service
• Demonstrates the ability to anticipate customers' needs and deliver services effectively and efficiently using professional demeanor. Multi-Tasking
• Can handle multiple projects and responsibilities simultaneously; has handled a wide variety of assignments in past and/or current position(s). Reliability
• Completes quality work assignments in a timely and efficient manner; fulfills responsibilities and maintains confidentiality as appropriate. Teamwork & Interpersonal Skills
• Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills. Communication Skills
• Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people's ideas and thoughts.

Selection Process The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to all the job specific questions. Only those candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews. You must answer all job specific questions to be considered, your application may be deemed incomplete and withheld from further consideration. The deadline for submission for this position is May 15, 2026 at 11:59PM If you have questions about the duties of these positions, the selection or hiring processes, please email Irina Orozco at Irina.

Orozco@sanjoseca.gov