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Investment Analyst
4 months ago
**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**
**1)** Applicant must successfully pass a background check prior to appointment.**2)** 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._
**Minimum Requirements**:
**REQUIRED**:
***
**EDUCATION**
- Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.***
**EXPERIENCE**
- Must possess one (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**:
**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**:
**Selection Process**:
**Examination Procedure**:
**Application Procedure**:
**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.**Guide to Completing a County Job Application**
**Applicant Information and the County Employment Process
