Investment Officer/Senior Investment Officer

County of Ventura (CA)-posted 2 months ago
$3,834 - $6,337/Yr
Full-time • Entry Level
Ventura, CA
5,001-10,000 employees
Justice, Public Order, and Safety Activities
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This position provides analytical and operational support related to cash flow management, investment research, portfolio management, credit analysis, portfolio monitoring, compliance reporting, and other special projects. Each successive level in the Investment Officer series is distinguished by the scope of independence and responsibility. The level of the position within the series is commensurate with the complexity of the assigned tasks. Investment Officer is the entry-level management classification in the Investment Officer series. Under the general supervision of the Senior Investment Officer or senior management, the incumbent will assist the investment team in the overall administration of the County's investment program. This role involves analyzing and reporting on financial information while supporting portfolio management, investment compliance, and risk assessment. This position may supervise lower-level staff. Senior Investment Officer is the fully experienced management classification in the series and reports to the Chief Investment Officer-E or designated executive personnel. The incumbent is expected to perform the full range of duties involving complex and diverse work assignments with a significant level of independent judgment.

  • Develops, assists, and/or executes investment strategies under the Treasurer's direction, aligning with financial objectives, liquidity needs, risk tolerance, and compliance with Government Code, Investment Policy, and local regulations.
  • Manages day-to-day investment operations, including trade execution, cash-flow and liquidity analysis, and portfolio monitoring.
  • Conducts comprehensive market research and financial analysis on fixed-income securities, economic indicators, interest-rate trends, market movements, and regulatory changes.
  • Prepares and presents investment performance analyses, benchmark comparisons, audit-ready financial reports for senior management; refines benchmarking tools and performance-measurement metrics.
  • Evaluates credit risk and performs due diligence on brokers, dealers, and issuers; maintains, updates, and recommends modifications to approved counterparty lists.
  • Maintains relationships with brokers, dealers, and financial institutions, ensuring adherence to investment policies and updating related documentation and questionnaires.
  • Develops, reviews, and improves investment policies, procedures, guidelines, and processes; recommends updates and implements automation or process-improvement initiatives.
  • Executes and records trades in the investment management system and trading databases, maintaining accurate accounting and transaction records.
  • Supervises and mentors investment staff: assigns tasks, evaluates performance, provides training, addresses personnel issues, and participates in hiring.
  • Collaborates with senior leadership, including the Chief Investment Officer-E and Treasurer, to support strategic initiatives, policy development, and advanced financial analysis.
  • Ensures adherence to fiscal policies consistent with county standards, Generally Accepted Accounting Principles (GAAP), and Governmental Accounting Standards Board (GASB) guidelines.
  • Serves as backup to the Treasury Manager and provides auxiliary support to the Treasury unit.
  • Performs other related duties and special projects as assigned.
  • Possession of a Bachelor's degree in Economics, Accounting, Finance, Business, or a related field to the assignment.
  • Three (3) years of professional-level investment management experience in a public agency, commercial bank, investment banking firm, or brokerage firm, which included responsibility for the purchase and/or sale of money market instruments, analysis of fixed-income investment securities, economic forecasting, and/or experience managing a multimillion-dollar fixed-income investment portfolio.
  • At least one (1) year of the required experience must include management or oversight of unit operations, program development, or project management.
  • For Senior Investment Officer: Five (5) years of professional-level investment management experience in a public agency, commercial bank, investment banking firm, or brokerage firm, which included responsibility for the purchase and/or sale of money market instruments, analysis of short-term investments, economic forecasting, and/or experience managing a multimillion-dollar fixed-income investment portfolio.
  • At least two (2) years of the required experience must include direct supervisory experience to include oversight of unit operations, program development, or project management.
  • Possession of one or more of the following: Financial Industry Regulatory Authority (FINRA) licenses, a Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA).
  • Educational Incentive - An educational incentive of 2.5% for completion of an associate's degree, 3.5% for completion of a bachelor's degree, OR 5% for completion of a graduate's degree.
  • Bilingual Incentive - Proficiency levels by exam are $.69 per hour (Level I), $1.00 per hour (Level II), or $1.32 per hour (Level III).
  • Annual Leave Accrual - New regular, full-time employees in this classification will earn 208 hours per year, increasing to 288 hours after 5 years of service.
  • Annual Leave Redemption - An employee may elect to 'cash in' or redeem up to 100 hours of vacation accrued in the same year after using 80 hours of vacation in the preceding 12 months.
  • Deferred Compensation - Eligible to participate in the County's 401(k) Shared Savings Plan and/or the Section 457 Plan. This position is eligible for up to a 3.00% match on your 401(k) contributions.
  • Health Plans - Full time employees are given a flexible credit allowance of up to $25,558 annually to offset the purchase of medical, dental, and/or vision insurance for you and your dependents.
  • Flexible Spending Accounts - Choice of participation in the Flexible Spending Accounts which increase spending power through reimbursement of pre-tax dollars for IRS approved dependent care and health care expenses.
  • Pension Plan - Both the County and employees contribute to the County's Retirement Plan and to Social Security.
  • Holidays - 12 paid days per year, which includes a scheduled floating holiday.
  • Additional Benefits - Tuition Reimbursement, Disability Plans, Employee Assistance Program, Life Insurance, Wellness Program.
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