Investment Officer

Recruitment began on January 21, 2026

and the job listing Expires on February 21, 2026

The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I (IO I) on the Investment Services team.

Investment Services is comprised of the following divisions within the Investment Branch:
Operations, Performance and Analytics, Compliance, Data Solutions, and Business Services. The division provides essential first-level oversight functions across all investment strategies, supporting the entire investment lifecycle through trade and cash management, portfolio reconciliation, and performance analytics. Investment Services safeguards assets through strong controls, while enabling data-driven investment decisions and ensuring alignment with strategic goals and investment policies.

Under direction of the Associate Portfolio Manager, the IO I provides investment knowledge and support to assist in the management of the asset classes portfolio and assists with the development of financial modeling and maintenance for Investment operations. The incumbent serves as the primary resource to assist operations staff on investment systems and performs a wide range of analytical and technical work, including special projects to support the objectives of Investments.

The incumbent is expected to perform duties requiring independence, confidentiality, creativity, judgment, and keen attention to detail and accuracy.

The ideal candidate will possess the following skills:

The ideal candidate will possess the following skills:

• BA/BS/MBA or possession of an advanced degree in finance, accounting or other related fields
• Ability to utilize advanced Microsoft applications such as Excel Visual Basics and Power BI
• Experience with Investment Securities
• Experience with US and Non-US corporate action processing
• Experience with reconciliations
• Experience working with investment/accounting software platforms such as Solovis, Bloomberg, etc.
• Ability to meet deadlines that are non-negotiable
• Ability to handle multiple assignments and work effectively under pressure
• Enjoys working with data and numbers
• Team player with a strong work ethic, high integrity, and desire to learn
• Analytical, detail-oriented and precise with numbers.
• Excellent written and verbal communication skills
• CFA designation or other professional certification such as CAIA

An incumbent who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay differential.

Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position.

In July 2025, the State of California implemented the Personal Leave Program 2025. This program reduces employees’ monthly base pay in exchange for paid leave credits. This position is subject to PLP 2025 and will have a monthly base pay reduction of 3% in exchange for 5 hours of leave credits for the duration of the program. The salary ranges shown on this job posting do not reflect the reduced amounts.