Investment Officer III- Global Equity- Equity Portfolio Manager
Our Global Equity program is currently seeking an Investment Officer III to manage equity portfolios in terms of equity, currency, and cash exposure. In addition, the IO III will contribute to the asset class capital allocation process that evaluates overall risk, strategy assessment, and opportunity identification. The Investment Officer III will assist in training & coordinating the work of staff in the Investment Officer series, as well as representing the Portfolio Construction team in cross-asset working groups and drive our CalPERS mission.
Duties include but are not limited to:
- In a lead capacity, ensure portfolio characteristics are in line with the benchmark/model, including primary responsibility for assigned portfolios and backup coverage.
- Assist the Investment Manager in planning, coordinating, and implementing transitions both within and among asset classes. Including creating two-sided trade strategies to manage overall equity, cash and futures exposure, as well as cash flow management within the transition scope
- Continually assess the investment philosophy and process from start to finish to improve both investment performance as well as portfolio management efficiency for Global Equity and the plan overall.
- Support the Global Equity capital allocation process through sub-committees, working groups, and projects.