Associate Portfolio Manager

3 days ago

San Francisco, California, United States State Teachers' Retirement System Full time
Job Description and Duties

This position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.

As a key member of the Private Equity team, you will contribute to the success of one of the largest private equity programs in the world. You will collaborate with world-class general partners, advisors, consultants, and attorneys to engage in projects ranging from evaluation of co-investments, secondary transactions, and other private equity-related investment strategies.

Key Responsibilities
  • Transaction Management & Portfolio Oversight: Perform due diligence and underwriting on all co-investments and other transaction types, assessing past and projected financial performance, quality of management teams, investment merits and risks, expected returns, and market attractiveness.
  • Performance Measurement: Provide insights and data supporting how the private equity co-investment portfolio is likely to develop over time, given the current asset mix as well as the projected future opportunity set.
  • Program Strategy: Assist in the development of a comprehensive strategy for the co-investment program, determining the optimal portfolio structure that meets or exceeds the total return objectives of the Private Equity program and the overall CalSTRS Investment Portfolio.

An incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analysts (CAIA) may receive a 5% monthly base pay differential.

Relocation benefits may be available.

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.

The San Francisco office is easily accessible from Montgomery BART and Muni stations, the San Francisco Ferry Building, and is bike-friendly.

This position requires a current Associate Portfolio Manager, CalSTRS examination. If you need to take the examination or if your score has expired, to gain list eligibility.

Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information.

Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a Personal History Statement and fingerprinting through the Department of Justice.

This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the that applies to CalSTRS team members and the , which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a .

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