Investment Officer

Santa Cruz, California
Salary: $7,238 – 9,665 / Month + a generous benefits package
Dec 22, 2020
Jan 21, 2021
Job Function
Industry Sector
Employment Type
Full Time

Apply online at:

Closing Date: Thursday, January 28, 2021

Under general direction, plan, organize, and coordinate the investment and banking activities of the Auditor-Controller-Treasurer-Tax Collector’s Office; performs professional analytical research and work related to public finance and performs other work as required. *Effective July 11, 2020, this position will be furloughed by 7.5%.

REQUIREMENTS: Any combination of training and experience which would provide the required knowledge and abilities, is qualifying. A typical way to obtain these knowledge and abilities would be:

Equivalent to graduation from an accredited college with a major in Finance, Economics, Accounting, Business or Public Administration or a closely related field, and three (3) years of full-time or its equivalent professional experience in financial management, securities investment, accounting or banking which would have provided a familiarity with cash management, cash-flow analysis, investment instruments, debt issuance and financial reporting; At least one year of experience managing an investment pool of over $100 million is highly desirable.

Highly Desirable:
Certification as a Chartered Financial Analyst (CFA), Public Accountant (CPA), and/or Public Finance Officer (CPFO).
Finance and treasury/investment experience in a government or public agency.

Substitution: Possession of a Master of Business Administration degree with an emphasis in Economics, Finance, or Accounting, or a Certification as a Chartered Financial Analyst (CFA) may be used to substitute one (1) of the years of experience.

SPECIAL REQUIREMENTS/CONDITIONS: Fingerprinting and successful completion of a background investigation.

The County of Santa Cruz offers a generous benefits package which includes annual leave, paid holidays, medical, dental, vision and retirement benefits!

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