What are the responsibilities and job description for the 0922 Investment Officer Real Assets San Francisco Employees Retirement System 14351001155424 position at City and County of San Francisco?
Job Description
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
What We’re Looking For
SFERS seeks an experienced investment professional for the position of Investment Officer (“IO”) for its Real Assets portfolio, which includes real estate, infrastructure, natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager (“APM”) of Real Assets, the Managing Director of Private Markets, and the CIO, the IO and the Real Assets team are responsible for the oversight and management of SFERS’ large and complex $5 billion Real Assets portfolio.
The IO serves as a key member of the team overseeing SFERS’ Real Assets portfolio. The IO will participate in the monitoring of existing investments, in the underwriting and execution of prospective investments, and in portfolio construction and analytics.
The IO conducts work with oversight from the Director or APM of Real Assets. The IO is responsible for the following and will keep the Director or APM informed on the relevant issues.
Essential Duties :
- Manage the internal process for monitoring existing investments, including taking meeting notes, reviewing quarterly reports, and administering capital calls and distributions.
- Assist in the due diligence of existing and prospective investment managers, including compiling screening memos, written investment recommendations, and reports for review by and approval from senior staff.
- Assist with the review of key partnership documents and the execution of subscription agreements, amendments, consents, and other materials related to an existing or prospective investment.
- Assist in the monitoring of the Real Assets portfolio through quantitative and qualitative analysis, such as returns attribution.
- Organize and maintain investment records including subscription documents, side letters, offering memorandums, and other documents relating to existing and prospective investments.
- Coordinate with investment managers, service providers, and colleagues to ensure compliance with investment policies and accurate reporting of investments.
- Work closely with SFERS’ real assets consultants to achieve asset class goals and manage the portfolio in accordance with the Strategic Plan.
- Perform research on investment trends affecting global markets and engage in internal investment discussions.
- Receive direction from senior investment staff and complete assigned tasks accurately and timely.
- Provide administrative and operational support as necessary.
- Represent SFERS with distinction and class to external investment managers, investment consultants, and other stakeholders.
Qualifications :
These minimum qualifications establish the education, training, experience, special skills and / or license(s) which are required for employment in the classification.
Education :
Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, or similar field; AND
Experience :
Three (3) years of investment experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting firm.
Substitution :
How to Stand Out
Desirable Qualifications :
Verification :
Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process.
Note : Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.
All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.
Resumes will not be accepted in lieu of a completed City and County of San Francisco application.
Applications completed improperly may be cause for ineligibility, disqualification, or may lead to lower scores.
HOW TO APPLY
All applicants must submit a resume and completed job application (all sections, including Experience and Education, must be completed) in order to be considered.
Applications for City and County of San Francisco jobs are only accepted through an online process.
Visit careers.sf.gov and begin the application process.
Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date.
Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.
If you have any questions regarding this recruitment or application process, please contact the recruitment analyst, Michael Nettles, at michael.nettles@sfgov.org.
All your information will be kept confidential according to EEO guidelines.
The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV / AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.
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