Trade Operations Officer II (Investment Officer II)

Job Description and Duties Anticipated Interview Dates: We anticipate holding virtual interviews approximately two to three weeks after the final file date. We look forward to meeting with you! Our Investment Operations team is seeking an Investment Officer II to support trade confirmation and settlement across Global Equity and Global Fixed Income public markets, build processes for new trade strategies, and help drive our CalPERS mission. Duties include, but are not limited to: • Complete trade confirmations and settlements for Global Equity and Global Fixed Income transactions. • Monitor trade order management and matching systems, and prioritize trades by urgency and complexity. • Research and resolve settlement issues with the custodian bank and brokers. • Develop and implement processes to support new trade strategies for the fund. Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week. Sponsorship: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future. CalPERS does not participate in E-Verify for employment authorization purposes. Effective July 1, 2025, the California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours of PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay. How did you hear about this position? Tell us in this brief survey. You will find additional information about the job in the Duty Statement. Special Requirements Minimum Qualifications All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements." Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR’s CalCareers website. Career Services & Outreach Need help with your state application, resume, Statement of Qualifications, or interview preparation? The CalPERS Career Services & Outreach (CSO) team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: • Experience with trade confirmation, settlement, or investment operations. • Strong attention to detail and problem-solving skills. • Clear communication with internal staff, brokers, and custodian banks. • Ability to manage multiple priorities and deadlines in a fast-paced environment. • Positive, team-first approach.