Private Equity is a fast-paced, team-oriented environment with opportunities for training and advancement. While collaborating with some of the best general partners, advisors, consultants and attorneys, you will contribute to the success of one of the largest Private Equity programs in the world. Team members will collaborate with the broader CalSTRS Investment Office leaders and engage in projects ranging from evaluation of co-investments, secondary transactions, and other private equity investment strategies.
Responsibilities of the Investment Officer III include:
Serving as a high-level specialist to provide investment expertise for the private equity industry in the areas of market analysis, strategy, and fund and co-investment portfolio management.
Assisting in the management of a portfolio of domestic and international private equity funds including buy-out, venture capital and special situation funds with total return objectives as defined by policy guidelines.
Serving as a lead to other investment staff to mentor, train and guide investment staff on private equity-related policies, practices, analysis and standards.
Representing CalSTRS at investment and private equity meetings to communicate CalSTRS objectives for the successful development of the portfolio.
In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
BA/BS/MBA or possession of an advanced degree in finance, accounting or other related fields
Experience performing private market attribution analysis
Experience with benchmarks and performance criteria
Experience in interaction with external management consultants, advisor, and/or legal expert
Experience in underwriting, investment due diligence and investment recommendation
Strong financial modeling, portfolio analytics and presentation skills
Team player with a strong work ethic, high integrity, and desire to learn
Excellent written and verbal communication skills
CFA designation or other professional certification such as CAIA
One year of experience in the California state service performing the duties of an Investment Officer II, California State Teachers' Retirement System.
Five years of broad and extensive experience performing investment security analysis and management for a public agency or private institution, such as a bank, insurance company, pension and endowment fund, real estate development or investment firm, or securities dealer. Possession of an advanced degree in one of the fields included above in the education requirement, or a closely related degree, or certification as a Chartered Financial Analyst or other equivalent financial or accounting certification, such as a Certified Public Accountant, may be substituted for one year of the required experience.
Knowledge and Abilities
Knowledge of: All of the above, and monitoring techniques for adherence to fiduciary and prudence guidelines and restrictions and global market practices and policies, including active management.
Ability to: All of the above, and provide leadership to lower-level staff, including organizing and reviewing work products, directing projects, mentoring, and training; participate in the management of an assigned investment portfolio within prescribed objectives, and effectively execute transactions needed to comply with established standards, and participate in the development of tactical and strategic portfolio allocation guidelines.
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