Investment Officer

Department/Agency of position: 
County of San Diego Treasurer - Tax Collector
Location of position: 
San Diego, CA
Date Posted: 
Thursday, March 1, 2018
Closing Date: 
Sunday, April 1, 2018
Job Description: 

Become a part of a great team, working for one of the largest investment pools in the State of California. The Investment Officer reports to the Chief Investment Officer and is an integral part of the Treasury & Investment Division, with significant responsibility for coordinating the investments of the County, special districts, school districts, and other local public entities.

Duties may include but are not limited to: · Research, monitor, and analyze investment credits · Prepare and update credit reports and present to investment committee · Study economic and financial trends, and market conditions for investment opportunities in fixed-income securities consistent with the County’s investment policy · Perform portfolio analysis and prepare periodic performance reports for the County investment portfolio · Coordinate with the Treasury accounting staff on cash flow analysis and trade settlements · Monitor and maintain the investment portfolio’s AAA ratings, including monthly holdings updates and annual presentations to rating agencies · Compile data and prepare a variety of analytical and marketing presentations to pool participants, rating agencies, and other constituents · Help prepare investment related requests for proposals and contracts · Gather and analyze data using a variety of computer based analytical tools · Perform other investment related duties as assigned