Investment Officer I, Investment Performance
Job Description
About the Role
Job Posting: Investment Officer I, Investment Performance
Location: CA-Sacramento
$4,238.00 – $8,049.00 per Month
Job Description:
The CalSTRS Investments Branch is seeking a motivated individual to work as an Investment Officer I on the Investment Performance Team.
CalSTRS Investment Performance unit ensures data accuracy through a robust examination, resulting in comprehensive performance reporting and analytics. We provide oversight of performance data and cost measurement for Total Fund reporting, attribution analysis, composite construction, investment disclosures and Board presentations for CalSTRS global portfolio.
Under the direction of the Associate Portfolio Manager, the Investment Officer I is responsible for assisting and providing investment performance analysis and reporting. The incumbent will research performance and attribution data for CalSTRS’ funds, aggregates and indices, research industry best practices, and assist asset class staff to resolve performance discrepancies. The incumbent is responsible for performing the less complex duties requiring independence, confidentiality, creativity and discretionary judgment.
The ideal candidate will possess the following skills:
Experience reporting or interpreting investment performance data
Experience or knowledge performing investment performance attribution analysis
Strong analytical problem-solving skills
Ability to research, analyze, and interpret complex technical information
Ability to present information clearly, both orally and in writing, to a wide range of audiences
Excellent written and oral communication skills
Duties will be adjusted at the Investment Officer II level. The Investment Officer II position is eligible for incentive compensation and has a maximum incentive opportunity of 10% of base salary.
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.
Does this opportunity seem right for you? If so, see the Application Instructions section below and apply now.
You will find additional information about the job in the Duty Statement.
Working Conditions
CalSTRS offers a hybrid approach with staff working on-site at our Headquarters in West Sacramento 2-3 days per week.
All staff of CalSTRS are employees of the State of California and subject to California employment taxes and withholdings. Upon appointment, staff are required to provide a current California address to CalSTRS Human Resources to be used as a remote work location.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for visa sponsorship by the start date of employment with CalSTRS.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
INVESTMENT OFFICER I, STATE TEACHERS’ RETIREMENT SYSTEM
INVESTMENT OFFICER II, STATE TEACHERS’ RETIREMENT SYSTEM
Additional Documents
Job Application Package Checklist
Duty Statement
Position Details
Job Code #:
JC-466709
Position #(s):
815-310-7338-129
Working Title:
Investment Officer I, Investment Performance
Classification:
INVESTMENT OFFICER I, STATE TEACHERS’ RETIREMENT SYSTEM
$4,238.00 – $5,305.00 A
$4,868.00 – $6,093.00 B
$5,636.00 – $7,053.00 C
$6,430.00 – $8,049.00 D
Shall Consider:
INVESTMENT OFFICER II, STATE TEACHERS’ RETIREMENT SYSTEM
$7,760.00 – $9,713.00
# of Positions:1
Work Location:
Yolo County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information
CalSTRS: Securing the financial future and sustaining the trust of Californiaâs educators
CalSTRS is the largest educator-only pension fund in the world,providing retirement, disability and survivor benefits to California’smore than 1 million public school educators and their families. TheInvestments Branch manages a portfolio that is broadly diversifiedinto seven asset categories with assets totaling approximately $349.7 billion as of December 31, 2024. In 2023, the CalSTRSInvestments Branch was named one of the Best Places to Work inMoney Management by the Pensions & Investments magazine forthe ninth time since 2013.
CalSTRS is committed to setting best practice precedents,implementing innovative diversity and inclusion principles,motivating positive change, and advancing the worlds investmentmarkets. We do this by establishing collaborative relationshipsacross a vast network of investment managers, portfolio companiesand industry associations in order to maximize returns and leverageopportunities for positive change.
Our two U.S. Green Building LEED Platinum-certified headquarters buildings in West Sacramento, California, feature sustainable construction, abundant natural lighting, an organic garden, sustainable beekeeping and ergonomic functionally designed workspaces. We offer a variety of on-site amenities to our team members, including two full-service cafés, two free fitness centers, a bicycle rental library and a child care center with a covered playground. Team members enjoy walks along the Sacramento River and nearby seasonal farmers markets.
In addition to our state-of-the-art amenities, we offer thriving wellness and sustainability programs, an award-winning employee recognition program, and ongoing training, learning and development opportunities. We offer competitive benefits, flexible work hours and hybrid work options. We are committed to creating a workplace where our team members thrive.
