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CalSTRS · 4 days ago

Investment Officer II, Direct Investments

Yolo County, CA

Full-time

Hybrid

Mid Level

$96K/yr - $120K/yr

CalSTRS is seeking an experienced individual to work as an Investment Officer II on the Private Equity team. The role involves co-investment underwriting and portfolio management for private equity investments, supporting the management and monitoring of a portfolio of private equity co-investments.

Employee BenefitsGovernmentRetirement

Growth Opportunities

Responsibilities

Performing the wide range of duties associated with co-investment underwriting and portfolio management for the private equity industry

Supporting efforts to assist in the management and monitoring of a portfolio of private equity co-investments (primary and secondary) in the U.S. and internationally

Qualification

Investment principlesUnderwriting experienceFinancial modelingCFA designationFinancial statement analysisTeam playerCommunication skillsWork ethic

Required

Undergraduate degree or possession of an advanced degree in finance, accounting, economics, mathematics, or other similar fields

Knowledge of investment principles

Experience in underwriting, investment due diligence and writing investment recommendation memos

Strong understanding of financial statements and accounting concepts

Strong financial modeling, portfolio analytics and presentation skills

Excellent written and verbal communication skills

Experience in interaction with external management consultants, advisors, and/or legal experts

Team player with a strong work ethic, high integrity, and desire to learn

Preferred

CFA designation or other professional certification such as CAIA

Benefits

Incentive compensation

Maximum incentive opportunity of 10% of base salary

5% monthly base pay differential

5% salary increase based on performance evaluation

Personal Leave Program 2025

Paid leave credits

Company

CalSTRS

Established in 1913 to provide retirement benefits to California’s public school educators from prekindergarten through community college.

Founded in 1913

West Sacramento, California, USA

1001-5000 employees

http://www.calstrs.com

Funding

Current Stage

Late Stage

Leadership Team

Cassandra Lichnock

Chief Executive Officer

Scott Chan

Chief Investment Officer

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Company data provided by crunchbase