Investment Officer III
CalPERS seeks an Investment Officer III to work under the general direction of the Portfolio Manager(PM), Private Equity (PE). The Investment Officer III 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 the PM with in-depth analysis of assigned industry sectors, including a private market and public market perspective.
• Interact with the Risk Management Group on the modeling of the Private Equity Portfolio in the Risk Management System (currently BarraOne) as the primary point of contact for Risk Management for all aspects of Private Equity.
• Under the direction of the PM, perform top-down analysis of the PE portfolio.
• This position requires collaboration with Private Equity’s Investment Management Group (IMG) and Underwriting Unit to generate investment ideas that support PE’s planning process.
Minimum Requirements and Experience:
• Bachelor’s degree from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field.
• Five 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 private corporation or entity having a major investment management program.
Desirable Qualifications:
• Three-to-five years’ private equity experience.
• Experience performing investment research and analytics.
• Excellent written and verbal communication skills.
• Prior experience training, coaching or teaching in a business environment is desirable.
• Demonstrated knowledge of macroeconomics.
• Experience performing risk and performance attribution analysis.
• Demonstrated ability to be a contributing member of a collaborative team.
• Prior experience interacting with external stakeholders in a productive manner.
• Functional with Microsoft Word, Excel, and PowerPoint.
• Detail focused.
• Timely completion of quality deliverables with minimal guidance.
• MBA or possession of an advanced degree in finance, accounting or other related field.
• Possession of a certification such as a CPA, CFA, CAIA, MFE, ASA/FSA is preferred.
• International experience or other characteristic that is unique is desirable, but not required.
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