Investment Officer

San Mateo County
San Mateo, USA
$124,758 - $155,958
Apr 23, 2019
May 23, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Reporting to the Treasurer-Tax Collector, the Investment Officer will plan, organize and direct the short-term investment activities of the Treasurer -Tax Collector's Office. The Investment Officer will also provide oversight for the investment of funds for the school districts, special districts, other governmental units and general County revenues. In addition, the Investment Officer will work closely with the Investment Advisor to develop short- and long-range investment strategies in light of prevailing market conditions and provide higher level management support in the area of investment policy.

The primary focus of the County's Treasurer is to oversee the management of public funds in a manner which will provide maximum security of principal invested with secondary emphasis on providing adequate liquidity to pool participants, achieving a competitive yield while conforming to all applicable statutes and resolutions governing the investment of public funds. Our goal is to ensure the quality and efficiency of our practices to best maximize the services provided, including updating the investment policy as needed, creating monthly and quarterly investment reports, conducting credit analysis, cash flow projection, processing wire requests for pool participants, and creating monthly activity statements for participants.

The ideal candidate has:
  • At least 5 years of professional level experience in investment and cash management activities including working with fixed income investment portfolio and/or government debt management
  • Experience providing oversight of the management of investment portfolios in excess of $4 billion
  • An MBA in Economics or Finance or a CFA
  • Impeccable ethics and principles
  • Ability to establish and improve financial programs, controls, strategies and solutions while remaining within acceptable risk parameters and conforming to applicable state and federal codes and laws
  • Experience developing, administering and monitoring successful cash management and investment strategies
  • Ability to establish and evaluate policies, procedures and controls related to the County's, schools and other governmental units cash management and investment programs
  • Ability to think strategically and manage investment strategy for the County
  • Expertise needed to analyze and evaluate statistical data, credit analysis, cash flows and reports related to County finances and market factors to react to variables that may impact investment strategy
  • Ability to locate, collect, interpret, evaluate and summarize pertinent financial data for presentation to various groups
  • Ability to identify existing or potential problems, secure relevant information from various sources, determine probable cause(s), and effect appropriate solution (s)
  • Ability to represent the County, school districts and other governmental units under diverse circumstances; and prepare and deliver oral presentations to small and large groups
  • Excellent interpersonal and communication skills
  • Ability to gain acceptance, cooperation or agreement of a plan activity and/or program idea
  • Ability to establish and maintain cooperative working relationships with County staff, elected officials, internal and external stakeholders, as well as offices of local banking and investment institutions
  • A proven track record of successfully implementing managerial and administrative functions, including hiring, training, mentoring, goal setting, employee development, as well as employee engagement and diversity and inclusion initiatives

Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is: A Bachelor's degree in Finance, Accounting, Business Administration, Public Administration or a similar field and three years of experience in investment and cash management activities, including management of an investment portfolios in excess of $1.5 billion.

Final Filing Date: May 13, 2019

See the online brochure at:

To learn more about all available positions and to apply online, please visit our website at Applications are only accepted online. EOE