Talent.com
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 FranciscoSan Francisco, CA, United States
7 days ago
Job type
  • Full-time
Job description

Job Description

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 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 engaged 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.
  • Responsible for representing SFERS with distinction and class 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, specifically conducting fundamental research and / or evaluating sustainable investing performance of external investment managers in public equity, fixed income, and / or private market strategies.
  • Experience in understanding sophisticated relevant investment strategies and concepts, such as sustainable or impact investing approach across a range of asset classes.
  • Expertise in relevant data systems such as MSCI ESG Manager, Sustainalytics Global Access, Glass Lewis ViewPoint, and others.
  • Prior 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 and analytical skills with a demonstrated proficiency in Microsoft Excel, Word, and PowerPoint.
  • Experience with Evestment, Caissa, Style Analytics, StyleAdvisor, and Bloomberg Terminal.
  • Strong writing and presentation skills with a genuine interest in the subject matter.
  • Strong interpersonal and communication skills (written and verbal).
  • Excellent attention to detail and committed to delivering the highest quality work.
  • Ability to work in a fast‑paced environment and under the pressure of tight deadlines.
  • Ability to effectively prioritize and handle multiple, time‑sensitive tasks.
  • Highly self‑motivated and hardworking with an ability to work and think independently as well as in a collaborative, team‑oriented environment.
  • High level of professionalism and with an ability to build networks and positive working relationships with key 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

    Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at https : / / sfdhr.org / how-verify-education-requirements.

    Note

    Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

    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. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

    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 may lead to lower scores.

    Selection Procedures

    Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates’ qualifications. Only those applicants who most closely meet the needs to the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement in the selection process.

    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, must be completed) in order to be considered. Resumes will not be taken as a substitute for completing the application.

    Applications for City and County of San Francisco jobs are only accepted through an online process.

    Visit careers.sf.gov and begin the application process.

  • Select the “I’m Interested” button and follow instructions on the screen
  • Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up‑to‑date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

    Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

    If you have any questions regarding this recruitment or application process, please 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 their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV / AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.

    Compensation

    $134,575-$134,575 per year

    #J-18808-Ljbffr

    Create a job alert for this search

    Investment Officer • San Francisco, CA, United States

    Related jobs
    • Promoted
    Investing Associate

    Investing Associate

    Evergreen Services GroupSan 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 moreLast updated: 7 days ago
    • Promoted
    CVC / VC Investment Analyst (West Coast)

    CVC / VC Investment Analyst (West Coast)

    OSI EngineeringMountain View, CA, US
    Full-time
    Join a globally recognized, innovative automotive company as a CVC / VC Analyst in the West Coast region.You’ll help identify and invest in startups aligned with the company’s goals of carbon neutral...Show moreLast 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[...]

    San FranciscoSan Francisco, CA, United States
    Permanent
    The San Francisco Employees’ Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providin...Show moreLast updated: 4 days ago
    • Promoted
    Summer Associate - PhD

    Summer Associate - PhD

    Cornerstone ResearchMenlo 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 moreLast updated: 30+ days ago
    • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Beacon Pointe Advisors LLCCampbell, CA, US
    Full-time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for as...Show moreLast updated: 9 days ago
    • Promoted
    Investment Analyst at M13 San Francisco, CA

    Investment Analyst at M13 San Francisco, CA

    Itlearn360San 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 moreLast updated: 7 days ago
    • Promoted
    Private Investment Funds Associate

    Private Investment Funds Associate

    Sonder ConsultantsSan 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 moreLast updated: 1 day ago
    • Promoted
    Sub-Investigator

    Sub-Investigator

    JouléWalnut Creek, CA, US
    Full-time
    Clinical Research Sub-Investigator (PRN) Location : US Based - Remote Engagement Type : PRN / Contract (approximately 5–10 hours per week) Onsite Requirement : Yes Overview The Clinical Research Sub-I...Show moreLast updated: 11 days ago
    • Promoted
    Financial Consultant Partner - Menlo Park, CA

    Financial Consultant Partner - Menlo Park, CA

    Charles SchwabMENLO PARK, CA, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 2 days ago
    • Promoted
    Lecturer - Sustainable and Impact Finance - Haas School of Business

    Lecturer - Sustainable and Impact Finance - Haas School of Business

    InsideHigherEdBerkeley, California, United States
    Full-time +1
    Lecturer - Sustainable and Impact Finance - Haas School of Business.The UC academic salary scales set the minimum pay at appointment. See the following table for the current salary scale for this po...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Officer – Real Assets

    Investment Officer – Real Assets

    San Francisco Employees' Retirement SystemSan 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 moreLast updated: 7 days ago
    • Promoted
    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Moss Beach, CA

    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Moss Beach, CA

    LifeStance HealthMoss Beach, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 2 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

    InsideHigherEdBerkeley, 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 moreLast updated: 30+ days ago
    • Promoted
    • New!
    Hybrid Strategic Investment Advisor

    Hybrid Strategic Investment Advisor

    Charles SchwabSan Francisco, CA, United States
    Full-time
    A leading financial services company in San Francisco seeks motivated individuals to join their team.Key requirements include active Series 7 and 66 licenses along with a Life and Health Insurance ...Show moreLast updated: 12 hours ago
    • Promoted
    Investing Associate San Francisco, CA

    Investing Associate San Francisco, CA

    Evergreen Services GroupSan 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 moreLast updated: 7 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

    InsideHigherEdBerkeley, 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 moreLast updated: 30+ days ago
    • Promoted
    Sr. Manager, R&D Portfolio Finance and Analytics

    Sr. Manager, R&D Portfolio Finance and Analytics

    Bio-Rad LaboratoriesHercules, 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 moreLast updated: 6 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 FranciscoSan 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 moreLast updated: 4 days ago