Description

This position is eligible for incentive compensation and has a maximum incentive opportunity of 20% of base salary.

The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer III, STRS on the Total Fund Management (TFM) team.

The TFM team is responsible for integrating asset allocation (tactical, strategic, and asset-liability management), risk management, and balance sheet management to provide optimal long-term risk-adjusted returns for the total fund. While these activities have a long history at CalSTRS, the TFM team was established in July 2024. TFM works with the senior management team and asset classes, incorporates pacing and liquidity information, and provides analyses for total fund allocation decisions. A key objective for the team is to build and maintain a resilient, globally diversified investment portfolio.

Under the direction of the Associate Portfolio Manager, the Investment Officer III is responsible for a wide range of technical and analytical duties associated with the oversight of balance sheet management within the TFM team.
 

The ideal candidate will possess the following skills:
Bachelor’s degree in finance, economics, mathematics, statistics, business, or a related field
Strong analytical and technical ability
Strong attention to detail
Ability to apply excellent time management skills used for efficient completion of projects; prioritize competing assignments; and meet deadlines
Ability to handle multiple shifting priorities
Ability to perform quantitative and qualitative analysis and interpret statistical measures
Ability to analyze information and data and present viable recommendations
Ability to organize data, summarize, and convey complex concepts without loss of technical integrity
Ability to present and communicate ideas, information, thoughts, and facts orally and in writing
Ability to effectively communicate technical information to a non-technical audience
Ability to work independently and in a team environment exercising a high degree of initiative, independence, and good judgment to support team, unit, and Investments Branch goals
Ability to build and maintain effective working relationships with internal and external stakeholders
Ability to work with and analyze large, complex data sources
Experience in securities finance strategies and concepts
Experience in balance sheet management
Market knowledge across traditional and alternative asset classes
Total fund risk management experience in a defined benefit plan
Experience in Excel, PowerPoint, Word, R, Tableau, and news and information system (e.g., Bloomberg)

An incumbent who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay differential.

Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position.