Investment Officer

San Diego, California
Up to $125,000 per year + benefits
Mar 01, 2018
Mar 31, 2018
Industry Sector
Employment Type
Full Time



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

    The County of San Diego Treasurer-Tax Collector’s mission is to provide the citizens, agencies, and employees of San Diego County with superior financial services in terms of quality, timeliness, efficiency, and value while maintaining the highest levels of customer service and satisfaction. The Treasurer-Tax Collector manages an investment pool, which ranges in size from $7.5 to $10.5 billion, the second largest in the State, investing the assets of the County, 42 school districts, five com- munity colleges, and other public agencies in the County. Information regarding the County of San Diego’s Office of the Treasurer-Tax Collector can be viewed at:


    Top candidates will possess a bachelor’s degree in business, public administration, finance, economics, math, or a related field along with at least three years of professional experience. A Chartered Financial Analyst designation or MBA are desirable but not required. A solid understanding of investment principles and practices relative to fixed income securities are required. Proficiency using Microsoft Office and Bloomberg are essential.

    The Investment Officer must have the ability to build effective working relationships with co-workers, banking and investment officers in the financial community, major credit rating agencies, other public agencies, and government officials. The Investment Officer must possess strong written communication and organizational skills and be able to provide excellent customer service. A working knowledge of California State Codes as they pertain to the investment of public funds, and debt issuance is desirable. The ideal candidate will be a critical thinker with an interest in public sector treasury and investments and have a track record of taking initiative, and having a creative approach to problem solving.


    A bachelor's degree from an accredited U.S. college or university, or a certified foreign studies equivalency AND three (3) years of experience that demonstrates the ability to perform the essential functions of the classification, OR, a combination of education and/or experience as stated above.

    Notes: A master’s degree or higher degree may substitute for a total of one (1) year of experience. In order for education to substitute for work experience as indicated above, college level coursework must demonstrate progress toward a degree and may be substituted on a year- for-year basis.


    The anticipated hiring range for this position will be $108,000 to $125,000 annually depending on qualifications.


  • Fifteen days of paid vacation, thirteen days of paid sick leave, and thirteen paid holidays
  • Medical, dental, and vision insurance plans
    • Disability Insurance, Life Insurance, and Accidental Death/ Dismemberment Insurance
  • Flexible Management Benefit Package – a monthly credit may be used to select benefits from a group of options
  • Defined benefit retirement program
  • Reciprocity with other governmental retirement systems may be granted; for further information, visit the website for the San Diego County Employees Retirement System
  • Deferred Compensation Program (457) and 401(a) plans
  • May be eligible for relocation allowance


    Résumés may be submitted online at; select the link for jobs. Résumés should include academic degrees held and dates conferred, employment history and positions held, dates of service, areas of experience, levels of responsibility, reporting structure, key duties performed, and number of direct reports or staff. An evaluation panel will convene to review submittals and identify top competitors to be considered for further evaluation. This recruitment will remain open until filled. Résumés will be reviewed as received; interested candidates are encouraged to submit a résumé as soon as possible for consideration.

    You may direct any questions regarding the position to Isabel McGehee, Senior Departmental Human Resources Officer at or 619-531-4764.