Investment Officer

Company:County of Santa Clara

Investment Officer
County of Santa Clara
San Jose, CA

Annual Salary: $109,998 - $140,998 DOQ

The County seeks an experienced Investment Officer who will be responsible for performing all administrative duties related to the management of the County treasury portfolio that has operating funds for the County, schools and special districts and segregated portfolios for special program needs.
The Officer along with management will develop the strategic goals of the program and will supervise portfolio managers, securities analyst and general operational staff that implement the daily investment functions to achieve those goals. The Officer will advise on the investment of cash assets held in the county treasury, and cash held with outside third parties but under the responsibility of the county treasurer.

In addition, the Investment Officer is responsible for achieving maximum interest earnings after giving full consideration to safety and liquidity on cash assets under the responsibility of the Controller/Treasurer. The successful incumbent of this position analyzes investment opportunities in relation to state law and county policy, and will direct staff in making appropriate investments to increase maximum interest earnings.

The Investment Officer position an executive management position that reports to the Controller-Treasurer. Therefore, a well-qualified candidate should possess sufficient education and work experience which will demonstrate possession of the following knowledge and abilities; typically acquired through education and experience equivalent to a Bachelor’s degree in Accounting, Economics, Business Administration, or Banking and Finance; and a minimum of five years’ experience at a level with direct responsibility for the management of substantial sums of money in an investment institution or other public or private organization, to include years’ experience supervising investment/portfolio staff and functions.

The Agency

The Finance Agency, through its four departments, manages the County's financial systems and cash resources as well as the cash resources of school districts within the County.
• Controller-Treasurer Department provides the County's central accounting, disbursement (payroll and claims), internal audit, treasury, debt financing, and property tax distribution functions.
• Tax Collector's Office bills and collects property taxes, administers tax-defaulted property until disposition, processes all tax roll changes, and provides tax information.
• Department of Revenue takes care of billing and collection services for major County departments, such as the Santa Clara Valley Health and Hospital System, Santa Clara County Consolidated Court, Adult and Juvenile Probation, Office of the Sheriff, General Services Agency, County Library, Office of the Public Defender, and the Employee Services Agency.
• Clerk-Recorder's Office records and files documents and maps; collects transfer taxes and fees; issues passports and marriage licenses; registers births/deaths/marriages; performs marriage ceremonies; provides services related to Fictitious Business Names, Notary bonds and registration of professional agents; provides view access to documents and certificates; provides copies and extracts of same.

The agency's wide perspective and scope of responsibilities are shaped by the combined strength of its individual departments, each providing unique and highly specialized services. Its responsibilities include the central accounting, collection, disbursement and audit, treasury and debt financing functions for the County, property tax collection and distribution, as well as the recording of official and vital documents, maintenance of public records on business and specified other names, and the issuance of marriage licenses and certificates, as well as passports.

If you have any questions, please contact Patricia Carrillo, Executive Services (408) 299-5897.

Closing Date: It is anticipated that the filing period will close on August 8, 2014 but may be extended if needed.

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