Investment Officer II - JOB #00379


Company:: Calpers Investments
Location:: Sacramento, CA
Job Type:: Full Time
Category:: Asset Management


Posted:: 1/24/2013

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Job Description

CalPERS seeks an Investment Officer II (IO II) to work under the general direction of the Portfolio Manager (PM) of Real Assets (RA). 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:

• Independently analyze financial, operating, and compliance reports associated with investment

• Identify operating, performance, reporting, and compliance issues and make recommendations to PM concerning appropriate actions

• Prepare written performance summaries of investments

• Manage relationships with assigned investment partners and managers

• Participate on CalPERS project teams and special initiatives, information systems, Request for Proposals (RFPs), and contract management

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:

• Experience in portfolio management and/or transactions of private investments in Forestland, Real Estate or Infrastructure

• Strong understanding of financial and portfolio management analysis, techniques and measures

• Excellent communication skills

• Expertise in financial models and the use of Microsoft software (Word, Excel, PowerPoint)

• Strong organizational skills with the ability to effectively manage multiple priorities

• Ability to follow policies and procedures

• Excellent teamwork skills and display responsiveness to requests for assistance and problem solving

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