Investment Officer

About the role

This is a continuous filing exam. Next filing cut-offs are at 5:00 pm on: 6/26/26, 7/24/26 (final).

Responsibilities

• Performs financial/analytical work within the Department of Finance, Investments Division
• Interfaces with County managers, investment specialists, boards, and others on investment-related issues
• Affirmatively assures County compliance with Treasury-related laws, ordinances, codes, and policies

Requirements

Please click on the below link to learn more about the position and to review the full recruitment brochure: Investment Officer Brochure

Qualifications

• Minimum Qualifications: Bachelor’s degree in Public or Business Administration, Economics, Accounting, or Finance from an accredited college or university, or other field closely related to the intent of the class.
• AND Three (3) years of full-time paid experience in a commercial or governmental organization in professional level accounting, commercial or investment banking, cash management, or the administration of investment instruments which may include analyzing/recommending investment risks/policies and buying/selling income investments.

Skills

Knowledge of Principles and practices of management and organizational theory, including planning, organizational design, business finance, business development, project management, and organizational effectiveness

Principles and practices of supervision, discipline, leadership, mentoring, and training

Applicable federal, state, and local laws, codes, and regulations

Operational characteristics, services, and activities of assigned programs and functions

Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment

English usage, spelling, grammar, and punctuation

Methods of cash management and cash flow analysis for a large organization

Short and long term investments including bonds, government securities, certificates of deposit, commercial paper, etc.

Investment/financial terminology and techniques

Principles and practices of accounting and financial management

Ability to Work independently, prioritize work, coordinate activities and meet critical deadlines

Develop, monitor and interpret budgets and other financial documents

Plan, manage, and complete complex work assignments

Develop and maintain cooperative, effective working relationships with others

Communicate clearly and concisely, both verbally and in writing

Interpret and apply applicable federal, state, and local laws, codes, and regulations

Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met

Interpret and summarize a variety of data and information

Exercise discretion and maintain confidentiality of information

Make timely and effective investment decisions

Analyze and project cash flow

Deal effectively with security brokers, members of the banking community, members of investment organizations, Board Members, and fellow workers

Utilize computerized reports for fiscal management systems

Benefits

Note: Additional full-time paid experience may be substituted for the degree requirement on a year-for-year basis.

Pay

Note: If the word “experience” is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable.

Schedule

Note: Positions in this class require the incumbents to: Incumbents must be willing to work irregular hours as necessary.