Liquidity & Financing Risk Investment Analyst
Sacramento, California
Employer: State Of California
Industry:
Salary: Competitive
Job type: Full-Time
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 Total Fund Portfolio Management Program is currently seeking an Investment Officer I or II to produce timely and accurate analysis and reporting to enhance CalPERS' liquidity and financing risk management, measurement, monitoring, and reporting and drive our CalPERS mission.
Duties include, but are not limited to:
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.
Position Details Job Code #:
JC-437265
Position #(s):
275-625-4671-022
Working Title:
Liquidity & Financing Risk Investment Analyst
Classification:
INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM $7,534.00 - $9,430.00
This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0-10% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
Shall Consider:
INVESTMENT OFFICER I, PUBLIC EMPLOYEES' RETIREMENT SYSTEMS
$4,115.00 - $7,815.00
This position is eligible for a Charter Financial Analyst (CFA) pay differential. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information California Public Employees' Retirement System (CalPERS) is a global institutional investor and the nation's largest public pension fund, with assets of approximately $504.26 billion as of June 18, 2024. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we're committed to people - the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs .
If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !
To take a look at CalPERS as a destination employer, view this YouTube video .
Special Requirements
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 not have font smaller than 11 point.Based on what you know about CalPERS and the duty statement for this position, please share your relevant skills, experience, and education. How will they help you to be successful in this position? Please describe applications and systems that you have hands-on experience with. Please explain how you used them in the past. Which ones do you think could be helpful for this job? Collaboration is crucial within a portfolio risk team. Can you describe a time when you had to work closely with others to address a complex issue? What was your role, and how did you contribute to the team's success? 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: 7/5/2024
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Public Employees Retirement System
Attn: JC-437265/IP
Human Resources Division, Recruitment
P. O. Box 942718
Sacramento , CA 94229-2718
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Public Employees Retirement System
HRSD, EIR JC-437265/IP
400 Q Street, Lincoln Plaza North
1st floor drop box by security desk
Sacramento , CA 95811
08:00 AM - 05:00 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
Benefits CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.
Some added benefits CalPERS offers include:
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
Human Resources Contact:
CalPERS Careers
(916) 795-3065
careers@calpers.ca.gov
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
CalPERS EEO
(916) 795-3675
EEO@calpers.ca.gov
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Additional Information
Live Scan
Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.
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)
Sponsorship
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future.
Surety Bond
Must be able to qualify for a Surety Bond.
Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data, examination scores, and LEAP status.
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Our Total Fund Portfolio Management Program is currently seeking an Investment Officer I or II to produce timely and accurate analysis and reporting to enhance CalPERS' liquidity and financing risk management, measurement, monitoring, and reporting and drive our CalPERS mission.
Duties include, but are not limited to:
- Produce timely and accurate analysis and reporting to enhance CalPERS' liquidity and financing risk management, measurement, and monitoring.
- Research, compare, and propose process solutions and/or enhancements to existing manual and automated information processes to improve relevance, quality, and timeliness of analyses.
- Participate in analytical assignments to enhance understanding of Public Employees' Retirement Fund (PERF) and Affiliate trusts' investment risks.
- Conduct research, gather information from a variety of data sources, and analyze projects on broader portfolio or investment topics.
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.
- INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
- INVESTMENT OFFICER I, PUBLIC EMPLOYEES' RETIREMENT SYSTEMS
- Job Application Package Checklist
- Duty Statement
Position Details Job Code #:
JC-437265
Position #(s):
275-625-4671-022
Working Title:
Liquidity & Financing Risk Investment Analyst
Classification:
INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM $7,534.00 - $9,430.00
This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0-10% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
Shall Consider:
INVESTMENT OFFICER I, PUBLIC EMPLOYEES' RETIREMENT SYSTEMS
$4,115.00 - $7,815.00
This position is eligible for a Charter Financial Analyst (CFA) pay differential. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information California Public Employees' Retirement System (CalPERS) is a global institutional investor and the nation's largest public pension fund, with assets of approximately $504.26 billion as of June 18, 2024. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we're committed to people - the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs .
If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !
To take a look at CalPERS as a destination employer, view this YouTube video .
Special Requirements
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 not have font smaller than 11 point.
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: 7/5/2024
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Public Employees Retirement System
Attn: JC-437265/IP
Human Resources Division, Recruitment
P. O. Box 942718
Sacramento , CA 94229-2718
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Public Employees Retirement System
HRSD, EIR JC-437265/IP
400 Q Street, Lincoln Plaza North
1st floor drop box by security desk
Sacramento , CA 95811
08:00 AM - 05:00 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
- Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
- Resume is optional. It may be included, but is not required.
- Statement of Qualifications - 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 and questions for the SOQ. Applications received without an SOQ will not be considered.
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
- A comfort and appreciation for operating in a team and consensus driven environment
- A high degree of initiative, professionalism, confidentiality, and able to work well under pressure in a fast-paced environment
- Flexibility and adaptability to changing priorities, assignments, and timelines
- Excellent written and verbal communication, attention to detail, and organizational skills
- Knowledge utilizing risk systems such as Aladdin
- Knowledge of data management systems (e.g., Bloomberg), knowledge of Python, SQL Excel, PowerBI, and/or the ability to cross over from similar technologies
- Knowledge of one or more asset classes invested by CalPERS
- Ability to conduct modeling and analysis of portfolio composition and ex-ante risk metrics
Benefits CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.
Some added benefits CalPERS offers include:
- Alternate Work Schedules
- Flexible Work Hours
- Onsite childcare facility
- Onsite fitness center
- Onsite café and nearby restaurants
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
Human Resources Contact:
CalPERS Careers
(916) 795-3065
careers@calpers.ca.gov
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
CalPERS EEO
(916) 795-3675
EEO@calpers.ca.gov
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Additional Information
Live Scan
Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.
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)
Sponsorship
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future.
Surety Bond
Must be able to qualify for a Surety Bond.
Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data, examination scores, and LEAP status.
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Created: 2024-06-26
Reference: JC-437265
Country: United States
State: California
City: Sacramento
ZIP: 95820
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