INVESTMENT OFFICER I, PUBLIC EMPLOYEES' RETIREMENT SYSTEMS

at  Public Employees Retirement System

Do you enjoy working in fast-paced environment? Do you thrive working in a positive, dynamic team environment? Do you enjoy data and analysis? If you’ve answered yes to these questions, then you’ve found a position you’d be interested in exploring further!
Under the supervision of the Associate Investment Manager (AIM), the Investment Officer I (IO I) is the entry, development, and first working level performing the less complex investment work and will be responsible for day-to-day functions including investment budget analysis, procurement, expense, and other finance activities, and will assist with purchasing, invoicing, and accounting analysis support to the IS team. The IO I will play a crucial role in ensuring the efficient management of investment procurement, payments, expense management, purchasing, invoicing, and accounting analysis for investment services within the investment office. This includes tracking, reporting and data analysis related to their associated functions to ensure data completeness and accuracy of process. These responsibilities encompass a broad spectrum of tasks essential to the financial integrity and operational effectiveness of our investment processes. The IO I will maintain a positive and collaborative team approach while demonstrating CalPERS’ Core Values of Quality, Respect, Integrity, Openness, Accountability, and Balance in accordance with personal work ethic in alignment with CalPERS Investment Beliefs.

Duties include but not limited to:

• Onsite and virtually, assist with budget analysis for all Investment Expenses.
• Using eProcurement, facilitate and manage the purchasing process from requisitions to receipt for all administrative and investment services, ensuring all appropriate documents, accounting chart of accounts, allocations, and coding are correct within the requisition.
• Participate, have ability to navigate and utilize workflow technologies and systems in order to triage, review, and organize procurement and finance related documents.
• Responsible for communicating with the vendor community and internal business partners on appropriate vendor form submissions and updating all vendor forms proactively prior to invoicing.

Interview Dates: We anticipate interviews to be held one month from the final file 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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You will find additional information about the job in the Duty Statement.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.

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.
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 8/1/2024

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)

• Onsite and virtually, assist with budget analysis for all Investment Expenses.
• Using eProcurement, facilitate and manage the purchasing process from requisitions to receipt for all administrative and investment services, ensuring all appropriate documents, accounting chart of accounts, allocations, and coding are correct within the requisition.
• Participate, have ability to navigate and utilize workflow technologies and systems in order to triage, review, and organize procurement and finance related documents.
• Responsible for communicating with the vendor community and internal business partners on appropriate vendor form submissions and updating all vendor forms proactively prior to invoicing