Job description

This position is eligible for incentive compensation and has a maximum incentive opportunity of 10% of base salary.

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

Under the direction of the Senior Portfolio Manager, TFM, the Investment Officer II is responsible for quantitative modeling, analysis, and support for balance sheet portfolio management and strategy to support the management of the overall CalSTRS fund. The incumbent is responsible for analysis to assist in the management of the balance sheet, including portfolio strategy, portfolio construction and execution, and counterparty relationships. The position requires the ability to work independently and collaboratively as part of a diverse team.

The ideal candidate will possess the following skills:

Bachelor’s degree in finance, economics, mathematics, statistics, business, or a related field
FRM, CFA, CAIA, or other industry certification
Experience performing quantitative investment analysis
Experience in optimizing balance sheet strategies
Experience in liquidity risk analysis
Strong analytical and technical ability
Strong attention to detail
Ability to effectively communicate technical information to a non-technical audience
Ability to present information clearly, both orally and in writing
Ability to work with and analyze large, complex data sources
Ability to organize data, summarize, and convey complex concepts without loss of technical integrity
Ability to work effectively as an individual and as part of a team to support team, unit, and Investments Branch goals
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

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.

Required profile