Investment Officer

3 weeks ago

San Francisco, California, United States City and County of San Francisco Full time
Job Description

The City and County of San Francisco is seeking an experienced investment professional to join its Asset Allocation, Risk Management, and Innovative Solutions team as an Investment Officer. Reporting directly to the Managing Director of Asset Allocation, Risk Management, and Innovative Solutions, the successful candidate will provide technical, professional, and administrative support to the Managing Director and the CEO/CIO of SFERS.

The Investment Officer will perform complex research and due diligence work involving knowledge of asset allocation, risk management, innovative investment strategies, the capital markets, and the asset management industry. Key responsibilities include:

  • Assisting with the design of policies and practices that capture, monitor, and manage risks and exposures;
  • Developing and implementing 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;
  • Assisting with strategic and tactical asset allocation decisions, including policy leverage and asset/liability research;
  • Determining appropriate contingency plans and risk mitigation actions for stressed market environments;
  • Researching, designing, and implementing innovative investment strategies that are differentiated from traditional public and private investments;
  • Assisting each asset class in appropriate strategy and risk analysis;
  • Performing both qualitative and quantitative analysis to monitor investment performance, diversification, and overall risk management;
  • Developing and updating the investment playbook for investable opportunities and reactions to market shocks;
  • Assisting in fostering a culture that supports disciplined rebalancing and opportunistic risk taking in the face of market dislocation and illiquidity;
  • Sourcing investment opportunities, conducting thorough due diligence, and model portfolio construction, and reviewing and negotiating investment management agreements;
  • Providing recommendations/advice on investment structure, programs, and policy;
  • Performing additional duties as assigned.

The ideal candidate will possess a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, or similar field, and three years of investment experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting firm.

Substitution 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. 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 be substituted for an undergraduate degree in a different field.

The City and County of San Francisco is an equal opportunity employer and 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, 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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