INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

at  Public Employees Retirement System

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.
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 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.
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: 4/24/2024

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)

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

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