Energy Jobline ZR
0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco
Energy Jobline ZR, San Francisco, California, United States, 94199
San Francisco Employees’ Retirement System (SFERS)
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 and their survivors. 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.
Investment Officer of Sustainable Investing and Stewardship (IO) 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 analyzing sustainability and corporate governance risks and opportunities, preparing reports on emerging sustainable investing regulation and policy trends, performing due diligence on existing and prospective investment managers, providing sustainable investing analysis and written reports to support investment recommendations, acting in investment stewardship activities, assisting in cross‑organizational reporting, and representing SFERS with distinction to external stakeholders.
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.
Responsibilities
Assist in analyzing sustainability and corporate governance risks and opportunities that may affect the SFERS portfolio.
Prepare reports on emerging sustainable investing and corporate governance‑related regulation, public policy, and other market trends.
Perform regular sustainable investing due diligence on existing and prospective investment managers.
Provide sustainable investing‑related analysis and written reports to support investment recommendations and performance reports.
Assist in securing relevant quantitative data and information on sustainable investing subject matter.
Assist in conducting investment stewardship activities such as engaging with underlying companies in the SFERS portfolio and executing proxy votes in accordance with corporate governance principles and proxy voting guidelines.
Assist 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.
Represent 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 a similar field.
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, consulting services firm, or equivalent.
Substitution
Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or a similar field or possession of the Chartered Financial Analyst designation may be substituted for an undergraduate degree in a different field.
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.
How to Stand Out
Knowledge and prior experience with sustainable investing and stewardship concepts, specifically conducting fundamental research and/or evaluating sustainable investing performance of external investment managers across public equity, fixed income, and/or private market strategies.
Experience understanding sophisticated investment strategies and concepts, such as sustainable or impact investing approaches across a range of asset classes.
Expertise in relevant data systems such as MSCI ESG Manager, Sustainalytics Global Access, Glass Lewis ViewPoint, and other sustainability analytics platforms.
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 proficiency in Microsoft Excel, Word, and PowerPoint.
Experience with Bloomberg Terminal and sustainability analytics tools (e.g., Evestment, Caissa, StyleAnalytics).
Strong writing and presentation skills with a genuine interest in the subject matter.
Excellent interpersonal and communication skills (written and verbal).
Exceptional attention to detail and commitment to delivering high‑quality work.
Ability to work in a fast‑paced environment and manage tight deadlines.
Ability to effectively prioritize and handle multiple, time‑sensitive tasks.
Highly self‑motivated and hardworking, able to work independently and collaboratively.
Professionalism and ability to build positive relationships with internal and external contacts.
Sound judgment, integrity, and personal values.
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.
Equal Employment Opportunity
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
Statement
Application Process All applicants must submit a resume and a completed job application (all sections, including Experience and Education, must be completed) in order to be considered. Resumes will not be accepted as a substitute for completing the application.
Applications for City and County of San Francisco jobs are accepted only through an online process. Visit
careers.sf.gov
and begin the application process. Select the “I’m Interested” button and follow the on‑screen instructions. Applicants may be contacted by email about this recruitment, and it is their responsibility to ensure that their registered email address is accurate and kept up to date. Applicants should retain confirmation emails of receipt for their records. Failure to receive a confirmation email means that the online application was not submitted or received.
The City and County of San Francisco encourages women, minorities, and persons with disabilities to apply. Applicants will be considered regardless of ancestry, physical condition, mental condition, medical condition, HIV/AIDS status, genetic information, marital status, expression, military and veteran status, or other protected category under the law.
For any questions regarding this recruitment or application process, please contact the recruitment analyst, Michael Nettles, at michael.nettles@sfgov.org.
#J-18808-Ljbffr
Investment Officer of Sustainable Investing and Stewardship (IO) 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 analyzing sustainability and corporate governance risks and opportunities, preparing reports on emerging sustainable investing regulation and policy trends, performing due diligence on existing and prospective investment managers, providing sustainable investing analysis and written reports to support investment recommendations, acting in investment stewardship activities, assisting in cross‑organizational reporting, and representing SFERS with distinction to external stakeholders.
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.
Responsibilities
Assist in analyzing sustainability and corporate governance risks and opportunities that may affect the SFERS portfolio.
Prepare reports on emerging sustainable investing and corporate governance‑related regulation, public policy, and other market trends.
Perform regular sustainable investing due diligence on existing and prospective investment managers.
Provide sustainable investing‑related analysis and written reports to support investment recommendations and performance reports.
Assist in securing relevant quantitative data and information on sustainable investing subject matter.
Assist in conducting investment stewardship activities such as engaging with underlying companies in the SFERS portfolio and executing proxy votes in accordance with corporate governance principles and proxy voting guidelines.
Assist 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.
Represent 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 a similar field.
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, consulting services firm, or equivalent.
Substitution
Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or a similar field or possession of the Chartered Financial Analyst designation may be substituted for an undergraduate degree in a different field.
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.
How to Stand Out
Knowledge and prior experience with sustainable investing and stewardship concepts, specifically conducting fundamental research and/or evaluating sustainable investing performance of external investment managers across public equity, fixed income, and/or private market strategies.
Experience understanding sophisticated investment strategies and concepts, such as sustainable or impact investing approaches across a range of asset classes.
Expertise in relevant data systems such as MSCI ESG Manager, Sustainalytics Global Access, Glass Lewis ViewPoint, and other sustainability analytics platforms.
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 proficiency in Microsoft Excel, Word, and PowerPoint.
Experience with Bloomberg Terminal and sustainability analytics tools (e.g., Evestment, Caissa, StyleAnalytics).
Strong writing and presentation skills with a genuine interest in the subject matter.
Excellent interpersonal and communication skills (written and verbal).
Exceptional attention to detail and commitment to delivering high‑quality work.
Ability to work in a fast‑paced environment and manage tight deadlines.
Ability to effectively prioritize and handle multiple, time‑sensitive tasks.
Highly self‑motivated and hardworking, able to work independently and collaboratively.
Professionalism and ability to build positive relationships with internal and external contacts.
Sound judgment, integrity, and personal values.
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.
Equal Employment Opportunity
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
Statement
Application Process All applicants must submit a resume and a completed job application (all sections, including Experience and Education, must be completed) in order to be considered. Resumes will not be accepted as a substitute for completing the application.
Applications for City and County of San Francisco jobs are accepted only through an online process. Visit
careers.sf.gov
and begin the application process. Select the “I’m Interested” button and follow the on‑screen instructions. Applicants may be contacted by email about this recruitment, and it is their responsibility to ensure that their registered email address is accurate and kept up to date. Applicants should retain confirmation emails of receipt for their records. Failure to receive a confirmation email means that the online application was not submitted or received.
The City and County of San Francisco encourages women, minorities, and persons with disabilities to apply. Applicants will be considered regardless of ancestry, physical condition, mental condition, medical condition, HIV/AIDS status, genetic information, marital status, expression, military and veteran status, or other protected category under the law.
For any questions regarding this recruitment or application process, please contact the recruitment analyst, Michael Nettles, at michael.nettles@sfgov.org.
#J-18808-Ljbffr