Investment Officer – 8380/JH recruitment
The Investment Officer I (IO I) will carry out specific assignments related to Placement Agent, Conflict of Interest Form 700, Travel and Gift Policies, and other external investment advisor and manager reporting compliance and regulatory requirements. In addition, the IO I will perform specific tasks to support a proactive, comprehensive, and consistent approach to a centralized internal operational investment controls and compliance function within the Investment Office (INVO).
Investment Officer (IO) I Minimum qualifications (MQs)
• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
AND
• Six months of professional experience performing investment analysis
OR
• Completion of a student internship involving at least 500 hours of investment analysis work involving the management of a large equity, fixed income, real estate, and/or private equity portfolio
OR
• Possession of a master's degree with major work in business administration, economics, finance, mathematics, or a closely related field
Desirable Qualifications:
• MBA or possession of an advanced degree in finance or another applicable technical field
• Professional certification such as a CPA, CFA, MFE, ASA/FSA
• Strong analytical skills with keen attention to details
• Excellent written and oral communication skills
• Ability to work independently and under short time constraints
• Microsoft Office experience; Word, Outlook, PowerPoint and Excel
Please visit CalPERS Careers Webpage for additional information about this position and how to obtain employment with the State of California. http://www.calpers.ca.gov/careers
Send inquiries to: careers@calpers.ca.gov
Refer to Job #8380/JH in all communications.