County of Ventura
Investment Officer/Senior Investment Officer
County of Ventura, Ventura, California, United States
Investment Officer/Senior Investment Officer
The County of Ventura offers an attractive compensation and benefits package that includes: Educational Incentive - An educational incentive of 2.5% for completion of an associate's degree, 3.5% for completion of a bachelor's degree, OR 5% for completion of a graduate's degree. Bilingual Incentive - Proficiency levels by exam are $.69 per hour (Level I), $1.00 per hour (Level II), or $1.32 per hour (Level III). Annual Leave Accrual - New regular, full-time employees in this classification will earn 208 hours per year, increasing to 288 hours after 5 years of service. Annual Leave Redemption - An employee may elect to "cash in" or redeem up to 100 hours of vacation accrued in the same year after using 80 hours of vacation in the preceding 12 months. Deferred Compensation - Eligible to participate in the County's 401(k) Shared Savings Plan and/or the Section 457 Plan. This position is eligible for up to a 3.00% match on your 401(k) contributions. Health Plans - Full time employees are given a flexible credit allowance of up to $25,558 annually to offset the purchase of medical, dental, and/or vision insurance for you and your dependents. Flexible Spending Accounts - Choice of participation in the Flexible Spending Accounts which increase spending power through reimbursement of pre-tax dollars for IRS approved dependent care and health care expenses. Pension Plan - Both the County and employees contribute to the County's Retirement Plan and to Social Security. If eligible, reciprocity may be established with other public retirement systems, such as PERS. Holidays - 12 paid days per year, which includes a scheduled floating holiday. Additional Benefits - Tuition Reimbursement, Disability Plans, Employee Assistance Program, Life Insurance, Wellness Program. The Treasurer-Tax Collector (TTC) of Ventura provides service to the public through two distinct divisions: Treasury and Tax Collection. The Treasury Department is the depository for county agencies, school districts, and special district funds. This position provides analytical and operational support related to cash flow management, investment research, portfolio management, credit analysis, portfolio monitoring, compliance reporting, and other special projects. Responsibilities include: Develops, assists, and/or executes investment strategies under the Treasurer’s direction, aligning with financial objectives, liquidity needs, risk tolerance, and compliance with Government Code, Investment Policy, and local regulations. Manages day-to-day investment operations, including trade execution, cash-flow and liquidity analysis, and portfolio monitoring. Conducts comprehensive market research and financial analysis on fixed-income securities, economic indicators, interest-rate trends, market movements, and regulatory changes. Prepares and presents investment performance analyses, benchmark comparisons, audit-ready financial reports for senior management; refines benchmarking tools and performance-measurement metrics. Evaluates credit risk and performs due diligence on brokers, dealers, and issuers; maintains, updates, and recommends modifications to approved counterparty lists. Typical Qualifications: Investment Officer: Any combination of education, professional licenses, training, and experience that would likely provide the required knowledge, skills, and abilities. Senior Investment Officer: Possession of a Bachelor’s degree in Economics, Accounting, Finance, Business, or a related field to the assignment. AND Five (5) years of professional-level investment management experience in a public agency, commercial bank, investment banking firm, or brokerage firm. The County of Ventura is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
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The County of Ventura offers an attractive compensation and benefits package that includes: Educational Incentive - An educational incentive of 2.5% for completion of an associate's degree, 3.5% for completion of a bachelor's degree, OR 5% for completion of a graduate's degree. Bilingual Incentive - Proficiency levels by exam are $.69 per hour (Level I), $1.00 per hour (Level II), or $1.32 per hour (Level III). Annual Leave Accrual - New regular, full-time employees in this classification will earn 208 hours per year, increasing to 288 hours after 5 years of service. Annual Leave Redemption - An employee may elect to "cash in" or redeem up to 100 hours of vacation accrued in the same year after using 80 hours of vacation in the preceding 12 months. Deferred Compensation - Eligible to participate in the County's 401(k) Shared Savings Plan and/or the Section 457 Plan. This position is eligible for up to a 3.00% match on your 401(k) contributions. Health Plans - Full time employees are given a flexible credit allowance of up to $25,558 annually to offset the purchase of medical, dental, and/or vision insurance for you and your dependents. Flexible Spending Accounts - Choice of participation in the Flexible Spending Accounts which increase spending power through reimbursement of pre-tax dollars for IRS approved dependent care and health care expenses. Pension Plan - Both the County and employees contribute to the County's Retirement Plan and to Social Security. If eligible, reciprocity may be established with other public retirement systems, such as PERS. Holidays - 12 paid days per year, which includes a scheduled floating holiday. Additional Benefits - Tuition Reimbursement, Disability Plans, Employee Assistance Program, Life Insurance, Wellness Program. The Treasurer-Tax Collector (TTC) of Ventura provides service to the public through two distinct divisions: Treasury and Tax Collection. The Treasury Department is the depository for county agencies, school districts, and special district funds. This position provides analytical and operational support related to cash flow management, investment research, portfolio management, credit analysis, portfolio monitoring, compliance reporting, and other special projects. Responsibilities include: Develops, assists, and/or executes investment strategies under the Treasurer’s direction, aligning with financial objectives, liquidity needs, risk tolerance, and compliance with Government Code, Investment Policy, and local regulations. Manages day-to-day investment operations, including trade execution, cash-flow and liquidity analysis, and portfolio monitoring. Conducts comprehensive market research and financial analysis on fixed-income securities, economic indicators, interest-rate trends, market movements, and regulatory changes. Prepares and presents investment performance analyses, benchmark comparisons, audit-ready financial reports for senior management; refines benchmarking tools and performance-measurement metrics. Evaluates credit risk and performs due diligence on brokers, dealers, and issuers; maintains, updates, and recommends modifications to approved counterparty lists. Typical Qualifications: Investment Officer: Any combination of education, professional licenses, training, and experience that would likely provide the required knowledge, skills, and abilities. Senior Investment Officer: Possession of a Bachelor’s degree in Economics, Accounting, Finance, Business, or a related field to the assignment. AND Five (5) years of professional-level investment management experience in a public agency, commercial bank, investment banking firm, or brokerage firm. The County of Ventura is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
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