Investment Officer II
CalPERS seeks an Investment Officer II to work under the general direction of the Portfolio Manager of Portfolio Analytics, Research, Risk, and Operations (PARRO) in the Real Estate Unit. The Investment Officer II assigned to the position identified above demonstrates the CalPERS Core Values (Quality, Respect, Integrity, Openness, Accountability, and Balance), works well as a member of a team, and takes initiative in effectively performing the following functions:
Duties include but are not limited to:
• Produce quarterly PARRO risk reports and risk vital statistics report package, and prepare written procedures for creating reports. Train other staff as needed on using the BARRA One risk system and creating risk reports. Participate in presenting quarterly risk reports in PARRO quarterly review and other forums as needed.
• Monitor and improve real estate portfolio characteristics and proxies within the BARRA One risk system. Work with the Investment Office risk management staff, BARRA One consultants, Board consultant and others to improve the Real Estate risk modeling.
• Work with the IO III to create scenario risk analysis as needed for portfolio decision-making and significant Real Estate Investment Committee (REIC) decisions, and preparing portfolio risk analysis package for REIC.
• Prepare the Total Real Estate Exposures Under Current Policy and Delegated Authority Report, and transaction review and tracking of Delegated Authority and other policy limits;
Minimum Requirements and Experience:
• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
• Three years of increasingly responsible investment analysis experience for a public agency or private financial institution, insurance company, pension fund, endowment fund, investment firm, real estate development and investment firm, or other private corporation or entity having a major investment management program
Desirable Qualifications:
• Strong analytical skills with keen attention to details
• Strong organizational skills with the ability to effectively manage multiple priorities
• Experience working in investment risk management and/or investment decision-making governance process.
• Maintain high standards for fiduciary duty and risk management
• Excellent written and oral communication skills, including making presentations to high level decision makers
• Excellent teamwork and service attitude and skills
• Experience with using BarraOne investment risk management or similar software, analyzing market volatility, and creating market risk reports.
• Ability to actively collaborate with all units within INVO, CalPERS and external interested parties
• Computer database experience
• Microsoft Applications experience with Word, Outlook, PowerPoint and particularly Excel
• Experience working in the real estate field
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