Investment Officer III - JOB #00373


Company:: Calpers Investments
Location:: Sacramento, CA
Job Type:: Full Time
Category:: Sales & Trading

Yrs of Exp:: 5+ to 7 years
Posted:: 1/13/2013

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Job Description

CalPERS seeks an Investment Officer III (IO III) to work under the general direction of the Portfolio Manager (PM) of the Gloabl Equity (GE), Investment Management (IM). The IO 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:

• Serves as the staff expert/consultant for questions from other Investment Officers on manager evaluation, especially regarding optimal use of risk models and FactSet.

• Researches and suggest improvements in the methodology and software used to monitor CalPERS' internal and external manager programs.

• Oversees the investment manager monitoring and analysis process which includes; determining appropriate benchmarks by performing sophisticated quantitative and qualitative analytical processes, identifying key attributes of portfolios and actionable portfolio insights which can provide valuable input to the capital allocation process.

• Participates on project teams and special initiatives, responds to data requests from senior management, prepares various agenda items and manager updates for the Investment Committee as assigned.

Minimum Requirements and Experience:

• Equivalent to graduation 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:

• Experience working with and analyzing equity investment managers

• Direct portfolio management experience

• Energetic team player, open minded and humble

• Strong educational background including quantitative skills

• Good oral and written communication skills

• Strong interest in fundamental investing

• Familiarity with FactSet, Barra and equity benchmarks is strongly preferred

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