Overview
The San Francisco Employees’ Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco.
Established in 1889, SFERS serves more than 75,000 active, vested, and retired employees of the City and County of San Francisco and their survivors.
What We Do
The Investment Division supports the Retirement Board in developing investment policies and practices. In accordance with the annual investment plan, the team deploys capital to enhance portfolio structure and long-term performance. The Division analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors external investment managers.
Application Details
- Application Opening : October 25, 2025
- Application Deadline : Open Until Filled
- Salary : $134,576 to $171,834 annually
- Recruitment ID : RTF0158674-01128745
- This job announcement will not close before December 31, 2025 . Interested applicants are encouraged to apply as soon as possible.
Appointment Type
This permanent exempt position is excluded by the Charter from the competitive Civil Service Examination process and shall serve at the discretion of the Appointing Officer.
What We’re Looking For
The Investment Officer of Sustainable Investing and Stewardship (IO) assists in the management of SFERS’ Sustainable Investing and Stewardship programs under the direction of the Director of Sustainable Investing and Stewardship. The IO is responsible for the following and will keep senior investment staff informed on the relevant issues :
Assists in analyzing sustainability and corporate governance risks and opportunities that may affect the SFERS portfolio.Prepares reports on emerging sustainable investing and corporate governance-related regulation, public policy, and other trends in the market related to sustainable and responsible investing.Performs regular sustainable investing due diligence on existing and prospective investment managers.Provides sustainable investing-related analysis and written reports to support investment recommendations and performance reports.Assists in securing relevant quantitative data and information on sustainable investing subject matter.Assists in conducting investment stewardship activities such as engaging with underlying companies in the SFERS portfolio and executing proxy votes according to corporate governance principles and proxy voting guidelines.Assists in periodic assessment and reporting of cross-organizational sustainable investing, corporate governance, and investment stewardship activities, including annual Principles for Responsible Investment (PRI) reporting.Takes direction from senior investment staff and completes assigned tasks accurately and on time.Represents SFERS with distinction to external investment managers and other stakeholders.Qualifications
Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, environmental sciences, sustainability, or similar field; ANDThree (3) years of investing and / or sustainability and / or investment stewardship experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting / services 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 (2) 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 be substituted for an undergraduate degree in a different field than described above.How to Stand Out
Desirable Qualifications :
Knowledge and prior experience with sustainable investing and stewardship concepts, including conducting fundamental research and evaluating sustainable investing performance of external investment managers in public equity, fixed income, and / or private market strategies.Understanding sophisticated investment strategies and concepts, such as sustainable or impact investing across asset classes.Expertise in data systems such as MSCI ESG Manager, Sustainalytics Global Access, Glass Lewis ViewPoint, and others.Experience in investment stewardship and corporate governance including proxy voting and engaging companies on sustainability matters.Subject matter expertise in climate change as it relates to investment management.Strong organizational, analytical, and Microsoft Office skills.Experience with systems such as Evestment, Caissa, Style Analytics, StyleAdvisor, and Bloomberg Terminal.Strong writing and presentation skills; ability to work in a fast-paced environment and under tight deadlines.Strong interpersonal and communication skills (written and verbal).Attention to detail and commitment to high-quality work.Ability to work independently and in a team-oriented environment.Professionalism and ability to build networks with internal and external contacts.Sound judgment, integrity, and personal values.The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.
Verification and Selection
Verification
Applicants may be required to submit verification of qualifying education and experience. If education verification is required, information on how to verify education requirements can be found on SFERS materials.
Note : Falsifying education, training, or work experience or attempted deception may result in disqualification.
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. 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 lower scores.
Selection Procedures
Applications will be screened for qualifying experience. Additional screening mechanisms may be used. Applicants meeting the minimum qualifications are not guaranteed advancement.
Additional Information
Information About The Hiring ProcessConviction HistoryEmployee Benefits OverviewEqual Employment OpportunityDisaster Service WorkerADA AccommodationSeniority Credit in Promotional ExamsVeterans PreferenceRight to WorkCopies of Application DocumentsDiversity StatementHow to Apply
All applicants must submit a resume and completed job application (all sections, including Experience and Education) in order to be considered. Resumes will not substitute for completing the application.
Applications for City and County of San Francisco jobs are only accepted online. Visit careers.sf.gov to begin the application process.
Click the “I’m Interested” button and follow instructionsApplicants may be contacted by email; ensure your registered email address is accurate and check spam filters. To prevent blocking, set up your email to accept CCSF mail from common CCSF domains.
If you have questions, contact the recruitment analyst, Michael Nettles, at michael.nettles@sfgov.org.
The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of sex, race, age, religion, color, national origin, ancestry, disability, medical condition, HIV / AIDS status, or other protected category under the law.
#J-18808-Ljbffr