Investment Officer - Real Assets
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Upload Your ResumeAbout This Role
This Investment Officer role drives the sourcing, evaluation, and stewardship of real estate, infrastructure, and natural resources investments for a public-sector institution's multi-billion-dollar portfolio. The position supports the private markets team in managing and monitoring CRPTF's real asset investments and external manager relationships.
Responsibilities
- Identify, research, and evaluate private markets investment opportunities across Real Estate, Infrastructure, and Natural Resources
- Conduct underwriting and analytical assessments of investment managers, funds, co-investments, and direct investment opportunities
- Remain informed of market trends, capital markets conditions, and strategic opportunities relevant to real assets
- Assist in the evaluation and selection of external investment managers and investment vehicles
- Perform detailed analysis of investment manager track records and assess associated risk factors
- Prepare written and verbal reports, presentations, and recommendations for PIOs, the CIO, and the investments staff
- Support legal negotiations and documentation processes for new commitments
- Conduct ongoing monitoring of existing investments, including quarterly reporting, calls, annual meetings, and communication with managers
- Review financial statements, performance reports, and organizational updates from external managers
- Prepare special reports, investment performance summaries, portfolio reviews, and other analytical materials
- Maintain investment databases, spreadsheets, and tracking systems
- Identify potential investment issues and recommend corrective actions
- Review and prepare recommendations on legal matters such as amendments, consents, and waivers
- Coordinate investment operations and accounting matters with staff, custodians, advisors, and consultants
Requirements
- 9+ years experience in investment management, pensions, endowments, or private investment functions
- Demonstrated knowledge of institutional investment practices, including analysis of Real Estate, Infrastructure, and/or Natural Resources investments
- Strong analytical capabilities, including financial modeling and performance/risk evaluation
- Proficiency with Microsoft Excel and Microsoft Office applications
- Ability to work independently while managing multiple priorities
- Strong communication and interpersonal skills
- Understanding of legal documentation, contracts, amendments, and other investment-related materials
Qualifications
- College training in finance, accounting, real estate, infrastructure, natural resources, economics, or related fields
- Nine (9) years of experience working in investment management, pensions, endowments, or comparable environments performing private investment–related functions
Skills
* Required skills
Benefits
Certifications
About The Jolly Agency, LLC
Our client, a leading public-sector investment institution, oversees a multi-billion-dollar portfolio of pension and trust fund assets, safeguarding state financial resources and delivering long-term value for employees, retirees, and beneficiaries.