Information Systems Analyst - Office of Retirement

TheCityof San José, the Capital of Silicon Valley, is one of the nation's best managed cities and one of the top ten cities in which to live, work, and do business. Moreover, San José is the center of cultural, government and economic activity for the region. The employees of the City of San José have embraced the following values: Integrity, Innovation, Excellence, Collaboration, Respect and Celebration. The Office of Retirement Services (ORS) is seeking an individual whose values align with the values of the City's employees.

The mission of the ORS is to provide quality services in the delivery of pension and related benefits and maintain financially sound pension plans.

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 $9.8 billion. As of June 30, 2025, there were over 7,411 retirees and beneficiaries, and over 8,620 actives, 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 five different work unit within the office: Investments, Benefits, Accounting, Information Technology, and Administration.

For more information on ORS, please visit our website at: http://www.sjretirement.com

The salary range for the Information Systems Analyst Classification is:

$141,894.48 - $172,885.44 Annually

This salary range(s) includes an approximate five percent (5%) ongoing non-pensionable compensation. Actual salary shall be determined by the final candidates’ qualifications and experience.

The Office of Retirement Services is seeking one (1) full-time Information Systems Analyst to join its Information Technology Group. As an Information Systems Analyst, you will play a key role in supporting, maintaining, and enhancing the Office’s IT systems and pension administration systems. Duties include, but are not limited to, the following:

IT Operations & Enterprise Systems Administration

• Administer and optimize enterprise databases, ensuring security, integrity, and high availability.
• Design and maintain SQL queries, stored procedures, and data pipelines to support integrations and reporting.
• Develop and manage reporting platforms and business intelligence tools (e.g., Crystal Reports, Power BI).
• Support hybrid IT infrastructure, including servers, desktops, mobile devices, network equipment, and cloud services.
• Implement endpoint management, software deployment, patching, and cybersecurity controls.
• Provide Tier 1–3 helpdesk support using ITSM tools and AI-assisted technologies.
• Maintain and enhance the Retirement Services website for security, ADA compliance, and performance.
• Administer system security, including user roles, access, and permissions.
• Serve as primary technical liaison with software vendors for upgrades, integrations, and issue resolution.
• Manage secure data exchange and system interfaces between payroll, pension, and external systems.
• Plan, test, and implement software and OS upgrades following change management practices.
• Administer document management, imaging, and board governance platforms (technical configuration).
• Develop and maintain IT policies, procedures, and documentation.
• Collaborate with Central IT and departments to align infrastructure, security, and enterprise standards.
• Design and manage backup, disaster recovery, and data retention solutions.
• Maintain and test Business Continuity and Disaster Recovery (BC/DR) plans.
• Lead business continuity and disaster recovery exercises.
• Leverage emerging technologies, including AI and automation, to enhance IT operations.
• Provide backup support for network and AV needs during board and committee meetings.

Pension Administration Systems & Data Operations

• Maintain and update Pension Administration System (PAS) data and configurations.
• Analyze transmittal files and payroll data to resolve errors and discrepancies.
• Process retroactive pay adjustments, ensuring compliance.
• Reconcile payroll data from PeopleSoft and other systems for accuracy.
• Generate, review, and distribute member statements.
• Manage 1099-R processes, including validation, distribution, IRS submission, and corrections.
• Collaborate with stakeholders to resolve issues and initiate PIRs with vendors.
• Coordinate and perform user acceptance testing (UAT) for system changes.
• Participate in operational and remediation sessions to support continuous improvement.
• Administer document imaging and workflow systems for pension operations.
• Maintain collaboration and knowledge management platforms for team coordination.
• Support communication of retirement system processes and member-facing outputs.

Policy, Governance & Compliance

• Develop and recommend policies for IT and pension systems, ensuring compliance and alignment with organizational goals.
• Support vendor management policies, including governance, monitoring, and risk mitigation.
• Implement and document policies to ensure operational consistency and audit readiness.

Professional Development & Organizational Effectiveness

• Train and support staff in technical systems and business processes.
• Provide guidance to improve system adoption and operational efficiency.
• Manage workload and priorities to meet deadlines.
• Demonstrate organizational values through professional conduct and collaboration.
• Maintain knowledge of legal, regulatory, operational, and technology trends.
• Participate in professional development, including training and industry meetings.

Education
A Bachelor’s Degree from an accredited college or university in a relevant field,.

Experience
Four (4) years of progressively responsible professional/journey level experience, of which at least two (2) years of experience include lead technical work in development, implementation and maintenance of computer systems, or application development and/or support.

Acceptable Substitution

• Additional years of increasingly responsible directly related work experience may be substituted for education on a year-for-year basis.
• Completion of a Master's Degree in a relevant field from an accredited college or university may be substituted for one (1) year of the required two (2) years of experience which include lead technical work in development, implementation and maintenance of computer systems, or application development and/or support.

Licensing
Positions in this class may require:

• Valid California Driver’s License.
• Certification as a Microsoft Certified Systems Engineer (MCSE), or equivalent certification from a professional organization, if assigned to positions working with computer networks.

Resume and Cover Letter Requirement
Applicants must submit both a resume and a cover letter outlining their relevant experience and their interest in the Information Systems Analyst position with the Office of Retirement Services. If you have any questions about submitting these materials, please contact Jennifer Macias at Jennifer.Macias1@sanjoseca.gov.

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.

Decision Making -Identifies and understands issues, problems, and opportunities; uses effective approaches for choosing a course of action or developing appropriate solutions.

Digital Fluency -Effectively leverages digital tools, technologies, and platforms, utilizing a forward-thinking mindset to drive organizational goals, enhance processes, lead innovation, make data-informed decisions, and foster a culture of adaptability and continuous improvement in a dynamic digital landscape.

Flexibility -Makes effective decisions and achieves desired results in the midst of major changes in responsibilities, work processes, timeframes, performance expectations, organizational culture, or work environment.

Initiative -Exhibits resourceful behaviors toward meeting job objectives; anticipates problems, is proactive, and avoids difficulties by planning ahead; displays willingness to assume extra responsibility and challenges; pursues continuing education opportunities that promotes job performance.

Meeting Ethical Standards -When confronted with ethical dilemmas, acts in a way that reflects relevant law, policy and procedures, agency values, and personal values.

Problem Solving -Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome.

Project Management -Ensures support for projects and implements agency goals and strategic objectives.

Reliability -Completes quality work assignments in a timely and efficient manner; fulfills responsibilities and maintains confidentiality as appropriate.

Supervision -Sets effective long and short-term goals based on a good understanding of management practices; establishes realistic priorities within available resources; provides motivational support; empowers others; assigns decision-making and work functions to others in an appropriate manner to maximize organizational and individual effectiveness.

Teamwork & Interpersonal Skills -Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills.

Technology Use/Management -Uses efficient and cost-effective approaches to integrate technology into the workplace and improve program effectiveness.

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. Demonstrates ability to provide training to technical and non-technical users in small and large group settings and ability to produce technical documentation, such as system and application design documents, standard operating procedures, and other technical policies and procedures.

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.

If you have questions about the duties of these positions, the selection or hiring processes, please contact Jennifer Macias at Jennifer.Macias1@sanjoseca.gov.