0922 Investment Officer Real Assets - San Francisco Employees Retirement System (143510-01155424)

City & County of San Francisco • San Francisco, CA

390d • $129,974 - $165,958

About The Position

The Investment Officer for Real Assets at the San Francisco Employees' Retirement System (SFERS) is responsible for overseeing and managing a complex $5 billion Real Assets portfolio, which includes real estate, infrastructure, and natural resources. This role involves monitoring existing investments, conducting due diligence on prospective investments, and collaborating with investment managers and consultants to ensure compliance with investment policies. The Investment Officer will report to senior staff and play a key role in portfolio construction and analytics, contributing to the long-term performance of the investment portfolio.

Requirements

• Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, or similar field.
• Three (3) years of investment experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting firm.

Nice To Haves

• Knowledge and prior experience with alternatives, specifically real assets (real estate, infrastructure, and/or natural resources) and/or other private markets strategies.
• Experience in understanding complex investment strategies and concepts and investment market trends and developments.
• Strong organizational and analytical skills with a demonstrated proficiency in Microsoft Excel, Word, PowerPoint, and PowerBI.
• Analytical, financial modeling, and data visualization skills.
• Strong writing and presentation skills with a genuine interest in the subject matter.
• Excellent attention to detail and commitment to delivering the highest quality work.
• Ability to effectively prioritize and handle multiple, time-sensitive tasks.
• Highly self-motivated and hardworking with an ability to work and think independently as well as in a collaborative, team-oriented environment.
• High level of professionalism and an ability to build networks and positive working relationships with key internal and external contacts.
• Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation.

Responsibilities

• 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.

Benefits

• Salary range of $129,974 to $165,958 annually
• Permanent exempt position
• Opportunity to work with a large and complex investment portfolio
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Executive, Legislative, and Other General Government Support
• Education Level: Bachelor's degree
• Number of Employees: 10,001+ employees