Job Description

Job Description and Duties

This position will run until filled with the following cutoff dates for review: the 1st and 15th of each month until filled.

Do you enjoy working in fast-paced environment? Do you thrive working in a positive, dynamic team environment? Do you have experience developing and implementing procedures to gather financial data and analyze and plan budgets, investment expense reports, projections, and forecasts?

Under the direction of the Investment Manager (IM) and direction of the Associate Investment Manager (AIM) within the Investment Services (IS) team, the Investment Officer III (IO III) will lead, guide, and advise the Investment Office (INVO) staff on all contract activities, such as the Alternative Solicitation Processes for External Manager Contracts, Requests for Proposals, Spring Fed Pool Contracts, Letters of Engagement, and other specialized investment service contracts.

Duties include but are not limited to:

• Onsite and virtually responsible for overseeing the most complex vendor relationships and contracting vehicles, managing contracts, and ensuring compliance with the CalPERS and INVO procurement policies.
• Build and maintain strong professional relationships with cross-functional teams, including the Legal Office (LEGO), the Operations and Support Services Division (OSSD), the Enterprise Compliance, Risk and Governance Office (ECRG), the Human Resources Division (HRSD), the Information Security Office (ISOF), and the Financial Office (FINO) to facilitate timely execution of contracts.
• Onsite and virtually acts as the INVO Spring Fed Pool expert, main point of contact, and lead SME for internal INVO staff and Enterprise business partners.

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.

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Special Requirements

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 .

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:

• Advanced degree in Business, Finance, or another related field
• Experience in public agency, private financial institution, pension fund, endowment fund, investment firm
• Paralegal or securities law knowledge
• Governmental contracting
• Work independently in a fast-paced environment

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
• Free onsite parking available Mondays and Fridays, subject to change
• Free offsite parking available with shuttle service Tuesdays, Wednesdays, and Thursdays

For more details about employee benefits, visit the California Department of Human Resources website.

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. CalPERS does not participate in E-Verify for employment authorization purposes.

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.

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 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.

Job Tags

Permanent employment, Full time, Contract work, Work at office, Remote work, Flexible hours, Monday to Friday,

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