Retirement Benefit Processing Analyst II (Analyst II)

Job Description and Duties Anticipated Interview Dates: We anticipate holding in-person interviews beginning the week of December 7, 2026. We look forward to meeting with you! The Specialized Retirement Calculations & IRC 415b Section is responsible for specialized casework, including non-member retirement benefits, Optional Member retirement benefits and Forfeiture of Benefits cases. This section supports the annual Cost-of-Living Adjustment (COLA) and Purchasing Power Protection Allowance (PPPA) processes, year-end tax activities, and the processing of all retirement estimates. In addition, the area manages casework related to community property retirement benefit processing. Once a member decides to retire and submits their Service or Non-Member Retirement Application, it is the responsibility of the staff in the Specialized Retirement Services Unit to respond to and resolve sensitive, specialized analytical casework for the full range of retirement and adjustment allowance benefits involving claims from members needing administrative remedies. Under the supervision of the Supervisor I, in the Specialized Retirement Services Unit, the Analyst II performs the following duties and responsibilities: The ideal candidate will be highly motivated and able to balance multiple workloads related to processing service retirement inquiries, service retirement estimates, and service retirement benefit calculations to ensure CalPERS retirees receive a timely and accurate benefit payment. This position is also responsible for providing on-the-job training and mentoring to new team members who are responsible for the timely calculation of service retirement estimates and benefits. This includes examining processed estimates, retirement applications and calculations to ensure benefits are paid accurately and in compliance with the Public Employees’ Retirement Law, policies, and procedures. Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week. Sponsorship: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. CalPERS does not participate in E-Verify for employment authorization purposes. Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay. How did you hear about this position? Tell us in this brief survey. You will find additional information about the job in the Duty Statement. Special Requirements Statement of Qualifications Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered. The SOQ must be typed, titled “Statement of Qualifications,” and each response must be numbered and list all relevant experience, education, and training, including places of employment, dates, and duties performed. The SOQ must not exceed two pages in length. • Based on the duty statement, describe how your knowledge, training and skills make you a good fit for this position. • Provide specific examples of your experience performing research, applying procedures, and/or applying policies. Minimum Qualifications All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. If you are using education to meet MQs, please include your transcripts with your application package. If you have a degree from outside of the United States, you must submit an evaluation of this degree to determine the US equivalency. If you need an evaluation, you can visit the National Association of Credential Evaluation Services (NACES) website to find organizations that provide these services. The Classification Specification is located on this Job Posting under "Minimum Requirements." Please Note: You may need to pass an examination to establish list eligibility prior to a final offer of employment. To find and take an exam, visit CalHR’s CalCareers website. Need help with your state application, resume, Statement of Qualifications, or interview preparation? The CalPERS Career Services & Outreach team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: • Experience using critical thinking skills to analyze information and reach a reasonable conclusion • Experience organizing and prioritizing multiple tasks within short time frames • Advanced writing and calculation experience • Experience mentoring and training new team members on established processes and procedures • Experience working both independently and collaboratively in a team environment • Exceptional customer service experience