Investment Officer

Department/Agency of position: 
County of Santa Clara
Location of position: 
San Jose, CA
$108,889.04 - $139,576.06
Date Posted: 
Thursday, July 24, 2014
Closing Date: 
Friday, August 22, 2014
Job Description: 

The Investment Officer position an executive management position that reports to the Controller-Treasurer. More specifically, the Investment Officer  will be responsible for the management of the County’s Treasury portfolio that has operating funds for the County, schools, and special districts and segregated portfolios for special program needs. The Officer along with management, will develop the strategic goals of the program and will supervise portfolio managers, securities analyst’s and general operational staff that implement daily investment functions to achieve goals.  The Investment Officer will be responsible for advising on the investment of cash assets held in the County Treasury, and cash held with outside third parties.  The Investment Officer is responsible for achieving maximum interest earnings after giving full consideration to safety and liquidity on cash assets under the responsibility of the Controller/Treasurer.  In addition, the incumbent of this position analyzes investment opportunities in relation to state law and county policy, and will direct staff in making appropriate investments to increase maximum interest earnings. A qualified candidate would possess sufficient education and work experience which will demonstrate possession of the following knowledge and abilities; typically acquired through education and experience equivalent to a Bachelor’s degree in Accounting, Economics, Business Administration, or Banking and Finance; and a minimum of five (4) years experience at a level with direct responsibility for the management of substantial sums of money in an investment institution or other public or  private organization, to include (2) years experience supervising investment/portfolio staff and functions.