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Assistant Investment Officer* Jobs

Company

San Bernardino County

Address , San Bernardino
Employment type FULL_TIME
Salary $85,654 - $122,678 a year
Expires 2023-10-14
Posted at 9 months ago
Job Description
The Job

Join Our Team And Receive A Recruitment Bonus!
$1000 upon hire and $1000 upon completion of 2080 service hours .
3% Annual Across the Board Salary Increases on February 2024/25**
Bi-annual step increases of 2.5% up to Step 16***

The Auditor-Controller/Treasurer/Tax Collector's (ATC) office is recruiting for an Assistant Investment Officer* to assists in the investment of the County's portfolio and the County's cash management program, executes trades, monitors, and evaluates primary and secondary market fixed income offerings, and performs specific financial duties in investment and cash management programs. Assists in the interpretation of policies and procedures with all levels of Federal, State and County agencies. Aides in compliance with Federal, State and County laws, rules, regulations, legislation, and guidelines for the investment program. Supervises and trains subordinate staff.
  • Official Title: Assistant Cash Manager/Investment Officer

For more detailed information, refer to the Assistant Cash Manager/Investment Officer job description.

**Depends upon selected benefit options
***Salary increases contingent upon assessed values for prior fiscal year.

As an alternative to the traditional benefits package, you may also be eligible to elect the Modified Benefit Option (MBO) that provides an increased base rate of pay (4% above the base rate of pay) with modified benefits. For more detailed information on the MBO for Exempt Group, refer to the MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide .

CONDITIONS OF EMPLOYMENT
1) Applicant must successfully pass a background check prior to appointment.
2) Travel throughout the County may be required. A valid California Class C driver license is required at time of appointment; employees in this class may be required to use personal vehicles and show proof of automobile liability insurance. Mileage reimbursement is available.

Minimum Requirements

REQUIRED:


EDUCATION
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.


EXPERIENCE
Must possess two (2) years of (full-time equivalent) professional-level experience performing analytical duties in the areas of: development of the policies, strategies and operational guidelines, data analysis and reporting including credit analysis, cash management programs and banking and investment services.


IMPORTANT NOTES:

All work experience and education information must be clearly detailed and demonstrated on the application AND supplemental questionnaire to ensure qualifications are properly considered (resumes are not reviewed). All information must be current and up to date.


EDUCATION
Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.)

Desired Qualifications

The ideal candidate will have knowledge and demonstrated experience in the following:


  • Excellent writing skills with the ability to prepare clear and accurate administrative reports
  • Ability to communicate clearly, concisely and effectively, both orally and in writing
  • Ability to conduct in-depth research, analyze and interpret a wide variety of complex data and information, identify options, and make viable recommendations

Selection Process

Examination Procedure :
There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible, as resumes will not be reviewed in lieu of the application materials.

Application Procedure :
Please complete and submit the online employment application and supplemental questionnaire by 5:00 pm, Friday, August 25, 2023.
To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application.

EEO/ADA:
San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants.
ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline.

For important information on employment processes and submitting job applications, see links below:
Guide to Completing a County Job Application
Applicant Information and the County Employment Process