In addition to completing your online job application, the hiring manager is requesting that you complete a Statement of Qualifications for the hiring manager’s review. Please see the Special Requirements section for more information. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered.
Anticipated Interview Dates: We anticipate holding virtual interviews beginning the week of September 22, 2025. We look forward to meeting with you!
Telework Information: Act quickly to apply for this hybrid position, where you’ll enjoy up to 40% (two days) remote work each week!
Global Fixed Income (GFI) is responsible for managing portfolios in liquidity, U.S. Treasuries, mortgage-backed securities, investment-grade corporates, high-yield corporates, and emerging market sovereign bonds.
Under the supervision of the Associate Investment Manager (AIM), the Investment Officer I (IO I) performs analysis to assist the AIM with supporting the business needs of GFI at the entry, development, and first working level. The IO I will maintain a positive 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 are not limited to:

• Build or assist in the development of software tools to enhance the investment process throughout GFI. Conduct analysis of market data utilizing tools and programs to assist in said development.
• Act as a liaison between the various CalPERS and INVO groups supporting the business needs of GFI and the organization, including anything from external manager fees and projections to how GFI has benefited the state of California.
• Participate in and/or provide assistance to project teams to research and report on GFI Strategic and Roadmap initiatives.
• Independently track, monitor, review, and ensure timely and accurate reporting utilizing Microsoft Office.
• Assist the AIM with executing contracts, contract amendments, and solicitations. Assist with contract fulfillment of the external managers.

How did you hear about this position? Tell us in this brief survey.
You will find additional information about the job in the Duty Statement.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.

STATEMENT OF QUALIFICATIONS

Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered.

The SOQ must be typed, titled “Statement of Qualifications”, and each question must be numbered and answered, listing all relevant experience, education, and training, including places of employment, dates, and duties performed. The SOQ must not exceed two pages in length and must have a size 11, Arial font.

• Describe both your interest and experience working in asset management.
• Describe your experience working in project management.
• Describe your data skills and/or experience.
• Describe your experience performing a variety of administrative functions.

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: 9/5/2025

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)

Duties include, but are not limited to:

• Build or assist in the development of software tools to enhance the investment process throughout GFI. Conduct analysis of market data utilizing tools and programs to assist in said development.
• Act as a liaison between the various CalPERS and INVO groups supporting the business needs of GFI and the organization, including anything from external manager fees and projections to how GFI has benefited the state of California.
• Participate in and/or provide assistance to project teams to research and report on GFI Strategic and Roadmap initiatives.
• Independently track, monitor, review, and ensure timely and accurate reporting utilizing Microsoft Office.
• Assist the AIM with executing contracts, contract amendments, and solicitations. Assist with contract fulfillment of the external managers

The SOQ must be typed, titled “Statement of Qualifications”, and each question must be numbered and answered, listing all relevant experience, education, and training, including places of employment, dates, and duties performed. The SOQ must not exceed two pages in length and must have a size 11, Arial font.

• Describe both your interest and experience working in asset management.
• Describe your experience working in project management.
• Describe your data skills and/or experience.
• Describe your experience performing a variety of administrative functions