Job Description and Duties In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager's review. Please see the Special Requirements section for instructions. Applications received without an SOQ will not be considered.
Our Real Assets (RA) unit is currently seeking an Investment Officer (IO) II to perform a full range of duties under the direction of the Strategy, Portfolio Analytics, Research and Risk (SPARR) Associate Investment Manager (AIM) to assist in the Governance, top-down Research, and Risk initiatives in RA as they drive our CalPERS mission.
Duties include but are not limited to: Assist with enhancing research functions to synthesize data into internal RA reports, researching real assets property fundamentals and capital market trends, and report relevant information to the RA senior management team. Assist with researching real assets macro-economic trends and sector-level economic drivers. Examine the potential impact of trends on the RA Portfolio. Assist with producing and presenting the Research Overview and House View to RA staff. Support Governance processes and perform portfolio risk analytics. Monitor manager investment activity for policy compliance. Interview Dates: We anticipate interviews to be held one month from the final filing date. Telework Information : This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.
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Special Requirements Statement of Qualifications
Please provide a Statement of Qualifications (SOQ) for the hiring manager's review. Applications received without an SOQ or those failing to address the specific statements below will not be considered. The SOQ must be typed, titled "Statement of Qualifications," with each statement numbered and answered thoroughly, providing all relevant details regarding experience, education, and training, including places of employment, dates, and duties performed. The SOQ should not exceed two pages in length and the font size must not be smaller than 11 points. Describe your background as it relates to the position's duty statement. Describe a time you were responsible for writing procedures. Describe your experience creating presentations and presenting to your peers and team leaders. Identify a time you had to interpret a policy and apply it to a project you were working on. Minimum Qualifications
All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements."
Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR's CalCareers website . Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
Possession of a business degree, or certifications such as CFA, CPA, CAIA, or other equivalent financial or accounting certifications. At least one year of experience working in the Real Estate or Infrastructure industry. Experience working on Real Assets research and/or governance projects. Excellent written and verbal communication skills. Exceptional analytical skills with attention to detail. Exceptional organizational skills with the ability to manage multiple priorities. Ability to work alone or in group settings. Experience working with Microsoft Suite products. Experience working with database systems and knowledge of data mining and data modeling. Possess a high degree of initiative, professionalism, confidentiality, and ability to work well under pressure in a fast-paced environment. Ability to be flexible and adjust to changes in priorities, assignments, and other interruptions that may impact pre-established timelines and courses of action. A comfort and appreciation for operating in a team and consensus driven environment is a key aspect underlying success in the CalPERS environment. Benefits CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.
Some added benefits CalPERS offers include: Alternate Work Schedules Flexible Work Hours Onsite childcare facility Onsite fitness center Onsite café and nearby restaurants For more details about employee benefits, visit the California Department of Human Resources website. Additional Information Live Scan
Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting. CalPERS Disclosure Requirements
If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700) Sponsorship
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future.
Surety Bond
Must be able to qualify for a Surety Bond. Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data, examination scores, and LEAP status. Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Resume is optional. It may be included, but is not required.
