Role Description Wir richten uns mit dieser Position an analytisch starke Persönlichkeiten, die aktiv zur finanziellen Steuerung und Weiterentwicklung unseres Geschäfts beitragen möchten. In dieser Rolle hinterfragst du bestehende Prozesse, identifizierst Optimierungspotenziale und setzt Impulse zur Verbesserung unserer Performance. Als Teil unseres Controlling-Teams mit Schwerpunkt Financial Planning & Analysis (FP&A) berichtest du direkt an die Managerin Controlling. Du übernimmst eine zentrale Rolle in der finanziellen Planung und Analyse für unsere Digital Business Unit und arbeitest eng mit verschiedenen internationalen Stakeholdern zusammen. In einem modernen Arbeitsumfeld mit Systemen wie SAP, Workday und Salesforce sowie unserem Smart-Work-Konzept (hybrid) gestaltest du aktiv datenbasierte Entscheidungsprozesse. - Verantwortung für die Erstellung und Weiterentwicklung des Management-Reportings (monatlich, quartalsweise) inkl. Kommentierung und Handlungsempfehlungen - Durchführung fundierter Abweichungsanalysen (Actual vs. Budget / Forecast) sowie Ableitung von Maßnahmen zur Ergebnisverbesserung - Aktive Mitwirkung am Budgetierungs- und Forecast-Prozess (Rolling Forecasts), inklusive Modellierung von Szenarien und Sensitivitätsanalysen - Unterstützung des Managements durch Business Partnering: Aufbereitung entscheidungsrelevanter Analysen und Präsentationen - Weiterentwicklung unserer FP&A-Instrumente, KPIs und Dashboards zur performanceseitigen Steuerung der Business Unit - Analyse von Umsatz-, Kosten- und Margenentwicklungen sowie Identifikation von Werttreibern - Mitwirkung an der langfristigen Finanzplanung und strategischen Initiativen - Verantwortung für ausgewählte operative Controllingthemen (z. B. Provisionen, Faktura-Support), eingebettet in die Gesamtsteuerung - Enge Zusammenarbeit mit Vertrieb, Finance, Accounting und anderen Fachbereichen auf internationaler Ebene Qualifications - Abgeschlossenes Studium der Betriebswirtschaftslehre mit Schwerpunkt Controlling, Finance oder FP&A oder vergleichbare Qualifikation - Mindestens 3 Jahre relevante Berufserfahrung im Controlling / FP&A / Finance, idealerweise in einem internationalen Umfeld - Fundierte Erfahrung in Financial Planning (Budget, Forecast, Szenarien) sowie in der Analyse von GuV-Strukturen - Sehr gutes Verständnis von Finanzkennzahlen, Performance-Treibern und Business Cases - Kenntnisse in Accounting sowie in der Rechnungslegung nach IFRS/HGB - Erfahrung im Business Partnering mit Fachbereichen wünschenswert - Ausgeprägte analytische Fähigkeiten, proaktive Arbeitsweise und die Fähigkeit, komplexe Sachverhalte klar zu kommunizieren - Sehr gute Excel-Kenntnisse sowie hohe Affinität zu Daten, Systemen und Automatisierung - Erfahrung mit ERP- und Planungssystemen (z. B. SAP, Workday) von Vorteil - Sehr gute Deutsch- und Englischkenntnisse in Wort und Schrift Benefits - Flexible Arbeit: Entscheide dich für ein hybrides Arbeitsmodell, bei dem Büro- und Fernarbeitsplätze für einen ausgewogenen Lebensstil kombiniert werden. - Unbegrenztes Lernen: Profitiere von den globalen Wachstumsmöglichkeiten, die dir unsere rund um die Uhr verfügbare Online-Lernplattform bietet. - Inklusive Gemeinschaft: Werde Teil unserer Empowered Communities und engagiere dich in unserem Philanthropie-Programm. - Umfangreiche Zusatzleistungen: Genieße attraktive Zusatzleistungen in den Bereichen Work-Life-Balance und mehr, einschließlich eines großzügigen Empfehlungsprogramms. - Sorge für das Wohlbefinden: Nutze unser kostenloses Hilfsprogramm für Mitarbeiter zur Unterstützung der mentalen Gesundheit.

• Enable the success of the team by underwriting financing opportunities involving Private Credit non-bank lenders • Aid in portfolio management • Review, manage, and negotiate the loan documentation process through closing • Spread & analyze borrower financials, evaluate portfolio characteristics, and assess complex financing structures • Manage the quarterly Portfolio Review • Collaborate with legal counsel and transaction teams during due diligence, documentation, and closing processes • Participate in ongoing client calls as part of the ongoing portfolio management process

• Help customers feel more confident and make clearer decisions • Assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, and account maintenance • Join a training cohort to learn about financial services industry • Develop customer service skills and handle a variety of situations and conversations driving towards a resolution

Title: Investment Officer III Location: CA-Sacramento JC-520301 Investment Officer III - Fixed Income INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM $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. Application Methods: Electronic (Using your CalCareer Account) By Mail Drop-off Job Description and Duties This position is eligible for incentive compensation and has a maximum incentive opportunity of 20% of base salary. The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer III (IO III) on the Fixed Income team. The Fixed Income division is dedicated to maximizing risk-adjusted total return within a multi-asset class portfolio. Fixed Income is managed internally and externally using lower-risk enhanced, and higher-risk active mandates that provide value through innovative/active strategies. These strategies incorporate fundamental and systematic factor-based methods of security selection and asset-allocation in order to generate returns that exceed benchmarks. In addition, the team manages several strategies and programs that reside in other divisions or serve the total fund including Treasury Inflation Protected Securities (TIPS), Long Duration Treasuries, Cash Management, Reverse Repo execution, and Currency/FX management and execution services. Under the general direction of the Portfolio Manager, the Investment Officer III recommends and implements investment strategies and policies that support the goals and objectives of the Fixed Income Private Credit Portfolio. The incumbent is expected to perform the most complex duties requiring the highest degree of competence, independence, confidentiality, and discretionary judgement. The ideal candidate will possess the following skills: - Experience sourcing, evaluating, and recommending private credit investment strategies. - Strong due-diligence skills, including operational, risk, legal, and compliance review of external managers. - Advanced quantitative analysis abilities, including performance and risk attribution. - Experience implementing and managing co-investment strategies under tight timelines. - Strong relationship-management skills and ability to represent the organization with external partners. - Ability to monitor and manage portfolio risks, including ESG and macroeconomic factors. - Demonstrated leadership and mentoring experience within investment teams. - Bachelor’s degree with major work in business administration, economics, finance, mathematics, or a closely related field and/or professional credentials (e.g., CFA, CAIA) preferred. 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. 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 CalSTRS offers a hybrid approach including in-office and remote work solutions based on business needs. 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. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for visa sponsorship by the start date of employment with CalSTRS. Minimum Requirements You will find the Minimum Requirements in the Class Specification. - INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM Position Details Job Code #: JC-520301 Position #(s): 815-310-7684-100 Working Title: Investment Officer III - Fixed Income Classification: INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM $10,681.00 - $12,738.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Yolo County Telework: Hybrid Job Type: Permanent, Full Time 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 $385.8 billion as of October 31, 2025. In 2024, the CalSTRS Investments Branch was named one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the tenth 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 Exam This position requires a current Investment Officer III, CalSTRS examination. If you need to take the examination or if your score has expired, click here to gain list eligibility. CalSTRS Personal Trading Program Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees’ personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. Upon accepting a position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker from a designated list as provided by CalSTRS. 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: 6/16/2026 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates 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 Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: State Teachers' Retirement System N/A Attn: Recruitment P.O. Box 15275, MS 31 Sacramento, CA 95851-0275 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: State Teachers' Retirement System N/A CalSTRS, Attn: Recruitment 100 Waterfront Place West Sacramento, CA 95605 08:00 AM - 05:00 PM 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. - Other - A Cover Letter is required and must be included. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. 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.