Investment Officer

County of Sacramento•Sacramento, CA

4d•Onsite

About The Position

Under general direction, the Investment Officer performs financial/analytical work within the Department of Finance, Investments Division including interfaces with County managers, investment specialists, boards, and others on investment-related issues; helps assure County compliance with Treasury-related laws, ordinances, codes, and policies.

Requirements

A 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.
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.
Ability to work independently, prioritize work, coordinate activities and meet critical deadlines.
Ability to make timely and effective investment decisions.
Ability to analyze and project cash flow.
Ability to deal effectively with security brokers, members of the banking community, members of investment organizations, Board Members, and fellow workers.
Ability to utilize computerized reports for fiscal management systems.

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.
Helps assure County compliance with Treasury-related laws, ordinances, codes, and policies.
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.