FROM: Stacey Barnier, Director of HR and Risk Management
SUBJECT: Position Reclassifications
RECOMMENDATION:
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Approve the reclassification of the Investment Analyst position to Senior Investment Analyst and the currently vacant Enterprise Content Specialist to an Office Specialist.
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BACKGROUND:
Chief Executive Officer Policy No. 026 (SBCERA Staff Position Reclassification) provides guidance and mechanics to request that a position be evaluated for reclassification. Reasons for reclassification include that (1) essential duties and responsibilities have grown over time to meet SBCERA needs; (2) essential duties and responsibilities have lessened over time to meet SBCERA needs (not related to a performance issue); or (3) Position vacancy due to departure of another employee, department reorganization, or creation of a new position due to SBCERA needs. Two such requests have been made and evaluated by Human Resources, and staff recommends that two positions be reclassified, including one incumbent and one open position.
Reclassify Incumbent Investment Analyst to Senior Investment Analyst:
The Investment Services Department currently employs Emely Moreno as an Investment Analyst as well as a Senior Investment Analyst, both of whom are responsible for handling back office administrative functions in support of SBCERA's investment functions. Over the years, the complexity of the work assigned to the Investment Analyst has changed significantly which warrants review for potential reclassification.
After conducting a review of the work completed by the current Investment Analyst, it was determined that many of the critical tasks she is assigned were previously completed by higher level staff including the current Senior Investment Analyst as well as current and former Senior Investment Officers and Investment Officers. Many of these tasks are outside of the Investment Analyst classification and fall within the Senior Investment Analyst ...
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