CalPERS seeks an Investment Officer II (IO II) to work under the general direction of the Portfolio Manager (PM) of Private Equity (PE). 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:
• Processes and evaluates new limited partnership, co-investment, customized investment account, and direct investment opportunities
• Uses multiple sources of information about private equity firms to identify attractive investment opportunities
• Presents the attractive opportunities to the leadership of the Underwriting Group
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:
• Working towards a professional certification such as a CPA, CFA, MFE, ASA/FSA
• Detail-oriented
• Experience using Microsoft products, particularly Excel, Word and PowerPoint
• Ability to work independently and under short time constraints
• Knowledge, skill and experience researching, analyzing, and reporting
• Effective writing skills
• Team-oriented, excellent communication skills
• Demonstrated flexibility, dependability, and adaptability to a changing work environm
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