Associate Investment Officer Jobs
Associate Investment Officer jobs are open across asset management, private equity, and public finance, at every level from analyst-track associate to senior associate, with specializations in portfolio management, credit analysis, and institutional investing. Scan the live roles below and apply to whichever ones fit.
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Job Posting: Investment Officer III, Third Party Risk Oversight Lead
State Teachers' Retirement System
INVESTMENT OFFICER III
$10,681.00 - $12,738.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Final Filing Date: 11/24/2026
Job Description and Duties
- Portfolio management/operational/ risk management experience.
- Experience evaluating and enhancing processes, procedures, internal controls, and/or governance frameworks.
- Experience leading complex projections across multiple internal and external stakeholder groups.
- Experience identifying, assessing, and mitigating operational and third-party risks including operational due diligence.
- Experience providing leadership and subject matter expertise in investment operational risk, third-party/vendor management, and/or market data governance.
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.
Does this opportunity seem right for you? If so, see the Application Instructions section below and apply now.
You will find additional information about the job in the Duty Statement.
Working Conditions
All staff of CalSTRS are employees of the State of California and subject to California employment taxes and withholdings. Upon appointment, staff are required to provide a current California address to CalSTRS Human Resources to be used as a remote work location.
Position Details
Department Information
CalSTRS: Securing the financial future and sustaining the trust of California’s educators
CalSTRS is the largest educator-only pension fund in the world, providing retirement, disability and survivor benefits to California's more than 1 million public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling approximately $389.5 billion as of November 30, 2025. In 2025, the CalSTRS Investments Branch was named one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the eleventh time since 2013.
CalSTRS is committed to setting best practice precedents, implementing innovative diversity and inclusion principles, motivating positive change, and advancing the worlds investment markets. We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and leverage opportunities for positive change.
Our two U.S. Green Building LEED Platinum-certified headquarters buildings in West Sacramento, California, feature sustainable construction, abundant natural lighting, an organic garden, sustainable beekeeping and ergonomic functionally designed workspaces. We offer a variety of on-site amenities to our team members, including two full-service cafés, two free fitness centers, a bicycle rental library and a child care center with a covered playground. Team members enjoy walks along the Sacramento River and nearby seasonal farmers markets.
In addition to our state-of-the-art amenities, we offer thriving wellness and sustainability programs, an award-winning employee recognition program, and ongoing training, learning and development opportunities. We offer competitive benefits, flexible work hours and hybrid work options. We are committed to creating a workplace where our team members thrive.
If you’re looking for a rewarding career and are interested in becoming part of a diverse and inclusive workforce where talent, expertise and wellness are valued, we encourage you to find out more about our many career options at CalSTRS.com/Careers.
Special Requirements
Background Investigation
Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a Personal History Statement and fingerprinting through the Department of Justice. The BI will check criminal and civil records and, if applicable, verify education and check driving records.
CalSTRS Disclosure Requirements
This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
Incompatible Activities
This position is subject to the provisions of Government Code Section 19990. Upon accepting a position at CalSTRS, you will also be required to comply with the CalSTRS Incompatible Activities Policy by ensuring that outside work or activities are compatible and align with your professional activities or workplace obligations.
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 11/24/2026Who May Apply
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
- Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
- Resume is required and must be included.
Benefits
CalSTRS offers a competitive pay schedule and a work-life-balance for all its employees. The State of California provides comprehensive benefits packages determined by the employee’s bargaining unit and conditions of employment. Some benefits include:
- Alternative work schedules
- Flexible work hours
- Remote work options
- Medical benefits, including health, dental and vision insurance
- Paid holidays and a defined benefit retirement program
- More than four weeks of vacation/sick leave for leaders
- More than three weeks of vacation/sick leave for staff
- Health insurance in retirement
- Employee Assistance Program
- Loan forgiveness under the federal Public Service Loan Forgiveness Program
For the latest information on the benefits offered by the state of California, explore the Health Benefits Summary provided by CalHR.
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
EITM
(916) 858-9261
EITM@calstrs.com
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:EEO Officer
(916) 414-4933
EEOMailbox@calstrs.com
ADDITIONAL APPLICATION INSTRUCTIONS
- Electronic applications through your CalCareer account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail or drop off a hard copy of your application packet. Please provide the following information on your application: 815-310-4695-XXX, RPA: 1256, JC-538634
- If education is being used to meet the minimum qualifications, please submit a copy of your transcripts/degree.
- Training and Development (T&D) assignments may be considered for this position. If you are applying as a T&D, please indicate this in the eligibility section of your application.
- Candidate may be selected by application packet review only.
- Multiple positions may be filled from this recruitment.
- Submission of an incomplete STD 678 may result in disqualification.
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Associate Investment Officer Jobs by Experience Level
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Find JobsAssociate Investment Officer Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in associate investment officer jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- CFA designation or demonstrated progress toward the charter
- Experience building financial models including DCF and portfolio attribution
- Proficiency with Bloomberg Terminal and Excel-based investment analysis
- Understanding of portfolio construction, risk management, and asset allocation
- Strong written communication skills for investment memos and committee presentations
Tips for Your Associate Investment Officer Job Search
Tailor your resume for each asset class
Hiring teams for public pension funds read resumes differently than private equity shops do. Highlight the asset class you know best, whether fixed income, real assets, or equities, and frame every bullet around investment decisions you influenced, not just tasks you completed.
Get your CFA progress on the page
Many associate investment officer postings treat CFA candidacy as a differentiator even before charterholder status. List the level you've passed and your expected exam date so reviewers don't have to guess where you are in the process.
Apply early to roles that fit
Migrate Mate lists associate investment officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Name the specific models you've built
Generic phrases like 'financial modeling experience' get skipped. Instead, call out the exact model types you've built, such as discounted cash flow, LBO, or portfolio attribution models, and note the asset size or deal size each supported.
Prepare a sample investment thesis
Many interview processes for this role include a written or verbal investment pitch. Choose a public security or asset class you know well, build a concise thesis before your first round, and be ready to defend your assumptions against pushback from the committee.
Follow up with a decision-maker memo
After a final-round interview, send a one-page written follow-up that restates your investment view or reacts to a point raised in the conversation. It demonstrates the written communication skill investment teams rely on daily and keeps you top of mind.
Associate Investment Officer Jobs: Frequently Asked Questions
Which companies are hiring the most associate investment officers?
State Street, JPMorganChase, and State of Iowa are hiring the most associate investment officers right now, with openings concentrated in Massachusetts, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Institutional asset managers, public pension funds, and insurance companies tend to post the highest volume of these roles.
How many associate investment officer jobs are remote?
About 73% of associate investment officer openings are fully remote or hybrid as of November 2026, though the share varies by employer type. Roles focused on quantitative research or portfolio analytics tend to be more remote-friendly, while positions that involve investment committee participation or direct client contact are more likely to require in-office presence.
How do you become an associate investment officer?
Most associate investment officers start with a bachelor's degree in finance, economics, or a quantitative discipline, then build analytical experience in roles like investment analyst, portfolio analyst, or financial analyst. Earning or pursuing a CFA charter strengthens your candidacy significantly. Moving into an associate investment officer title typically requires two to four years of direct investment analysis experience and demonstrated ability to contribute to portfolio decisions.
Can you get an associate investment officer job with little experience?
Entry-level associate investment officer roles do exist, particularly at smaller asset managers or public funds that promote from within or hire directly from graduate programs. The strongest candidates with limited experience pair a finance-related degree with a CFA Level I pass, a completed investment research project or thesis, and internship exposure to portfolio analysis, even if that experience came from a school fund or rotational program.
What does the associate investment officer interview process look like?
The process typically starts with a recruiter or HR screen, followed by a technical interview focused on financial modeling, portfolio theory, and market knowledge. Final rounds usually include a case study or investment pitch where you present a buy or sell recommendation to a panel. Some employers also conduct investment committee simulations to assess how you defend a position under questioning.
Where can I find and apply to associate investment officer jobs?
You can find and apply to associate investment officer jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and apply directly to each one that fits your experience, asset class focus, and preferred location.
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