Talent.com
0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Reti[...]
0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Reti[...]San Francisco • San Francisco, CA, United States
0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Reti[...]

0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Reti[...]

San Francisco • San Francisco, CA, United States
6 days ago
Job type
  • Permanent
Job description

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; AND
  • Three (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 Process
  • Conviction History
  • Employee Benefits Overview
  • Equal Employment Opportunity
  • Disaster Service Worker
  • ADA Accommodation
  • Seniority Credit in Promotional Exams
  • Veterans Preference
  • Right to Work
  • Copies of Application Documents
  • Diversity Statement
  • How 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 instructions
  • Applicants 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

    Create a job alert for this search

    Investment Officer • San Francisco, CA, United States

    Related jobs
    Investing Associate

    Investing Associate

    Evergreen Services Group • San Francisco, CA, United States
    Full-time
    Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100...Show more
    Last updated: 8 days ago • Promoted
    Financing Director

    Financing Director

    Jobot • Fremont, CA, US
    Full-time
    Financing Director - Capital Markets + Fundraising Strategy for a Fast-Growing Energy Solutions Company!.This Jobot Job is hosted by : Jacob Vane. Are you a fit? Easy Apply now by clicking the "Apply...Show more
    Last updated: 11 days ago • Promoted
    Summer Associate - PhD

    Summer Associate - PhD

    Cornerstone Research • Menlo Park, CA, United States
    Full-time
    US-CA-San Francisco and Silicon Valley | US-MA-Boston | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-NY-New York | US-CA-San Francisco | US-CA-Menlo Park | US-DC-Washington.Cornerstone Resear...Show more
    Last updated: 30+ days ago • Promoted
    Summer Investment Analyst (San Francisco)

    Summer Investment Analyst (San Francisco)

    Orbis Investment Management Limited • San Francisco, CA, United States
    Full-time
    Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations : Non Orbis Location (USA)time type : Full timeposted on : Posted Todayjob requisiti...Show more
    Last updated: 11 days ago • Promoted
    Investment Analyst at M13 San Francisco, CA

    Investment Analyst at M13 San Francisco, CA

    Itlearn360 • San Francisco, CA, United States
    Full-time
    M13 is an early‑stage venture capital firm investing in visionary founders building disruptive technology businesses.We focus on how emerging technologies can be applied to large and expanding mark...Show more
    Last updated: 8 days ago • Promoted
    Private Investment Funds Associate

    Private Investment Funds Associate

    Sonder Consultants • San Francisco, CA, United States
    Full-time
    Private Investment Funds Associate – Sonder Consultants.Location : SanFrancisco, CA | Salary : $175,000–$225,000.Join an expanding Private Investment Funds practice on the West Coast, advising on f...Show more
    Last updated: 3 days ago • Promoted
    Director of Innovative Programs (4801) Job 81039 - The Fung Institute

    Director of Innovative Programs (4801) Job 81039 - The Fung Institute

    InsideHigherEd • Berkeley, California, United States
    Full-time
    Director of Innovative Programs (4801) Job 81039 - The Fung Institute.At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thriv...Show more
    Last updated: 30+ days ago • Promoted
    0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Reti[...]

    0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Reti[...]

    City and County of San Francisco • San Francisco, CA, United States
    Full-time
    The Investment Officer of Sustainable Investing and Stewardship “IO” assists in the management of SFERS’ Sustainable Investing and Stewardship programs under direction of the Director of Sustainabl...Show more
    Last updated: 8 days ago • Promoted
    Investment Officer – Real Assets

    Investment Officer – Real Assets

    San Francisco Employees' Retirement System • San Francisco, CA, United States
    Full-time +1
    Investment Officer – Real Assets - San Francisco Employees' Retirement System (143510-01155424).Apply using SmartRecruiters, the City and County of San Francisco's application portal.The San Franci...Show more
    Last updated: 8 days ago • Promoted
    Research & Policy Associate (Assistant / Associate / Full Specialist) - UC Berkeley Labor Center

    Research & Policy Associate (Assistant / Associate / Full Specialist) - UC Berkeley Labor Center

    InsideHigherEd • Berkeley, California, United States
    Full-time
    Research & Policy Associate (Assistant / Associate / Full Specialist) - UC Berkeley Labor Center.The UC academic salary scales set the minimum pay determined by rank and step at appointment.See the fo...Show more
    Last updated: 30+ days ago • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and Rehabilitation • MOSS BEACH, California, US
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show more
    Last updated: 30+ days ago • Promoted
    Investing Associate San Francisco, CA

    Investing Associate San Francisco, CA

    Evergreen Services Group • San Francisco, CA, United States
    Full-time
    Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100...Show more
    Last updated: 8 days ago • Promoted
    Investment Banking Healthcare Associate - San Francisco

    Investment Banking Healthcare Associate - San Francisco

    Morgan Stanley • San Francisco, CA, US
    Full-time
    Associate, Healthcare Investment Banking Group.Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety ...Show more
    Last updated: 27 days ago • Promoted
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    InsideHigherEd • Berkeley, California, United States
    Full-time
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80.At the University of California, Berkeley, we are dedicated to fostering a community where everyo...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director of Financial Aid (4527C), Berkeley Law - 81168

    Associate Director of Financial Aid (4527C), Berkeley Law - 81168

    InsideHigherEd • Berkeley, California, United States
    Full-time
    Associate Director of Financial Aid (4527C), Berkeley Law - 81168.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=81168&PostingSeq=1&SiteId=21&languageCd=ENG&FOCUS=Applicant. Posted by the FREE value-added r...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Manager, R&D Portfolio Finance and Analytics

    Sr. Manager, R&D Portfolio Finance and Analytics

    Bio-Rad Laboratories • Hercules, CA, United States
    Full-time
    At Bio-Rad, we have a robust product development portfolio in both the Life Science Group (LSG) and the Clinical Diagnostics Group (CDG) that deliver innovation in support of our mission to advance...Show more
    Last updated: 7 days ago • Promoted
    Real Estate Investment Associate

    Real Estate Investment Associate

    RETS Associates • Menlo Park, CA, United States
    Full-time
    RETS Associates, on behalf of our client, a highly regarded commercial real estate private equity firm with $2+ BN AUM, is looking to add a talented real estate. The Associate will be responsible fo...Show more
    Last updated: 20 days ago • Promoted
    0922 Investment Officer – Real Assets - San Francisco Employees' Retirement System (143510-01155424)

    0922 Investment Officer – Real Assets - San Francisco Employees' Retirement System (143510-01155424)

    San Francisco • San Francisco, CA, United States
    Permanent
    Company : San Francisco Employees’ Retirement System (SFERS).SFERS is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, a...Show more
    Last updated: 6 days ago • Promoted