What are the responsibilities and job description for the Investment Analyst position at San Bernardino County?
The Job
The Auditor-Controller/Treasurer/Tax Collector's (ATC) office is seeking an Investment Analyst to compile and analyze financial data and prepare reports on companies for periodic review of financial performance, then presents findings and makes recommendations to investment management staff. Assesses credit condition of companies and monitors and analyzes market and economic data all in support of the County's Portfolio and Cash Management Program. Conducts other market/investment research and makes recommendations/presentations as needed.
For more detailed information, refer to the Investment Analyst job description.
3% Annual Across the Board Salary Increase on February 2025**
Bi-annual step increases of 2.5% up to Step 16
As an alternative to the traditional benefits package, you may also be eligible to elect the Modified Benefit Option (MBO) that provides an increased base rate of pay (4% above the base rate of pay) with modified benefits. For more detailed information on the MBO for Exempt Group, refer to the MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide .
CONDITIONS OF EMPLOYMENT
REQUIRED:
EDUCATION
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.
Experience
Must possess o ne (1) year of (full-time equivalent) professional-level experience in one of the following: fixed income securities or market analysis; credit analysis of large companies; or portfolio accounting.
IMPORTANT NOTES:
All work experience and education information must be clearly detailed and demonstrated on the application AND supplemental questionnaire to ensure qualifications are properly considered (resumes are not reviewed). All information must be current and up to date.
EDUCATION
Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services.
Desired Qualifications
The ideal candidate will have a Chartered Financial Analyst designation, related Master's degree, and qualifying experience in a governmental agency.
Selection Process
Examination Procedure:
There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible, as resumes will not be reviewedin lieu of the application materials.
Application Procedure:
Please complete and submit the online employment application and supplemental questionnaire by 5:00 pm, Friday, July 05, 2024 .
To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application.
If you require technical assistance, please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application.
EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants. ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline.
Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points.
For important information on employment processes and submitting job applications, see links below:
Guide to Completing a County Job Application
Applicant Information and the County Employment Process
The Auditor-Controller/Treasurer/Tax Collector's (ATC) office is seeking an Investment Analyst to compile and analyze financial data and prepare reports on companies for periodic review of financial performance, then presents findings and makes recommendations to investment management staff. Assesses credit condition of companies and monitors and analyzes market and economic data all in support of the County's Portfolio and Cash Management Program. Conducts other market/investment research and makes recommendations/presentations as needed.
For more detailed information, refer to the Investment Analyst job description.
3% Annual Across the Board Salary Increase on February 2025**
Bi-annual step increases of 2.5% up to Step 16
As an alternative to the traditional benefits package, you may also be eligible to elect the Modified Benefit Option (MBO) that provides an increased base rate of pay (4% above the base rate of pay) with modified benefits. For more detailed information on the MBO for Exempt Group, refer to the MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide .
CONDITIONS OF EMPLOYMENT
- Applicant must successfully pass a background check prior to appointment.
- Travel throughout the County may be required. A valid California Class C driver license is required at time of appointment; employees in this class may be required to use personal vehicles and show proof of automobile liability insurance. Mileage reimbursement is available.
- Salary increases contingent upon Property Related Revenue and/or statewide Proposition 172 Sales Tax Collections performance.
REQUIRED:
EDUCATION
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.
Experience
Must possess o ne (1) year of (full-time equivalent) professional-level experience in one of the following: fixed income securities or market analysis; credit analysis of large companies; or portfolio accounting.
IMPORTANT NOTES:
All work experience and education information must be clearly detailed and demonstrated on the application AND supplemental questionnaire to ensure qualifications are properly considered (resumes are not reviewed). All information must be current and up to date.
EDUCATION
Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services.
Desired Qualifications
The ideal candidate will have a Chartered Financial Analyst designation, related Master's degree, and qualifying experience in a governmental agency.
Selection Process
Examination Procedure:
There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible, as resumes will not be reviewedin lieu of the application materials.
Application Procedure:
Please complete and submit the online employment application and supplemental questionnaire by 5:00 pm, Friday, July 05, 2024 .
To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application.
If you require technical assistance, please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application.
EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants. ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline.
Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points.
For important information on employment processes and submitting job applications, see links below:
Guide to Completing a County Job Application
Applicant Information and the County Employment Process
Salary : $84,157 - $120,307