Investment Officer II
CalPERS seeks an Investment Officer II (IO II) to work under the general direction of the Portfolio Manager (PM) of AA/RM. The IO 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:
• Assist in the research and the implementation of various strategic and tactical asset allocation strategies and succinctly report findings to senior Asset Allocation investment managers.
• Generate internal research papers and presentations to be reported to the Investment Strategy Group (ISG) and the Investment Committee (IC) of the CalPERS Board.
• Assist in reviewing drafts of technical papers and presentations for the Board, the ISG, and various investment conferences and journals.
• Develop and maintain investment policies associated with various Asset Allocation projects that reflect best practices for institutional investors.
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:
• CFA charter holder or CFA candidate
• Excellent communications skills, both orally and written
• Ability to summarize and convey complex theoretical concepts in a consistent, sensible and approachable manner without loss of technical integrity
• Extensive knowledge of global equity, fixed income, commodities, or derivatives
Leave a Reply
You must be logged in to post a comment.