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
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.
