0922 Investment Officer Real Assets San Francisco Employees Retirement System 14

Job Description

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:

• 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:

• 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.
• Willingness to travel globally up to 20% of the time.
• Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation.
• Sound judgment, integrity, and moral code.

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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