Investment Officer Asset Allocation Risk Management and Innovative Solutions San Francisco Empl[...]
: Job Details :


Investment Officer Asset Allocation Risk Management and Innovative Solutions San Francisco Empl[...]

City and County of San Francisco

Location: San Francisco,CA, USA

Date: 2024-09-26T03:58:58Z

Job Description:

Job Description

What We're Looking For

SFERS seeks an experienced investment professional for the position of Investment Officer (“IO”) for its Asset Allocation, Risk Management, and Innovative Solutions team. Reporting directly to the Managing Director of Asset Allocation, Risk Management, and Innovative Solutions ( Managing Director ), the IO will provide technical, professional, and administrative support to the Managing Director and the CEO/CIO of SFERS. The incumbent will perform difficult and complex research as well as due diligence work involving knowledge of asset allocation, risk management, innovative investment strategies, the capital markets, and the asset management industry.

Specific and essential functions of this position include, but are not limited to:

  • Assist with the design of policies and practices that capture, monitor, and manage risks and exposures;
  • Assist with the development and implementation of quantitative models used in asset allocation, risk management, liquidity management, cash flow pacing forecasts, performance analysis, stress testing, derivative exposure management for each asset class and for the portfolio as a whole;
  • Assist with strategic and tactical asset allocation decisions including policy leverage and asset/liability research;
  • Assist in determining appropriate contingency plans and risk mitigation actions for stressed market environments;
  • Research, design, and implement innovative investment strategies that are differentiated from traditional public and private investments;
  • Assist each asset class in appropriate strategy and risk analysis;
  • Perform both qualitative and quantitative analysis to monitor investment performance, diversification, and overall risk management;
  • Assist in developing and updating the investment playbook for investable opportunities and reactions to market shocks; assist with fostering a culture that supports disciplined rebalancing and opportunistic risk taking in the face of market dislocation and illiquidity;
  • Source investments opportunities, conduct thorough due diligence and model portfolio construction, and review and negotiate investment management agreements;
  • Provide recommendations/advice on investment structure, programs, and policy;
  • May perform additional duties as assigned.
  • Qualifications:

    Minimum Qualifications:

    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

    Three (3) years of investment experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting firm.

    Substitution:

    • Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree in a different field than described above.
    • Two years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in assets, or seven years of such responsibility at a firm of any size, may substituted for an undergraduate degree in a different field than described above.

    How to Stand Out:

    Desirable Qualifications: The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

    • Experience with quantitative investment and financial modeling for multiple asset classes and strategies.

    Selection Procedures:

    Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates' qualifications. Only those applicants who most closely meet the needs to the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement in the selection process.

    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. Resumes will not be taken as a substitute for completing the application.

    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.

    • Select the “I'm Interested” button and follow instructions on the screen.

    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. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter.

    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 ...@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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