Director of Investment Portfolio Management

4 days ago

Phoenix, Arizona, United States Maricopa County Full time
About the Position

The Director of Portfolio Management and Investment Operations is a senior-level position responsible for developing and implementing a comprehensive investment strategy for the Treasurer's portfolio, which consists of $8 to $11 billion in assets from taxing districts within Maricopa County.

The primary investment objectives are the safety of principal, liquidity, and maximizing investment income. The Director will lead the investment activities, perform sophisticated cash flow analysis, and authorize the sale and purchase of financial instruments through broker/dealers and investment banks.

About Us

The Maricopa County Treasurer's Office is responsible for collecting all real and personal property taxes for the nation's 4th largest county. There are over 1,700 taxing districts, including the County, incorporated cities and towns, schools, community colleges, and special districts.

The Treasurer's Office is undergoing a technology transformation, updating internal systems and building an all-new online eGovernment service center. The Director will play a key role in this transformation, working with a team of change agents to enhance new and existing relationships with broker/dealers and investment banks.

Job Responsibilities
  • Direct the investment activities of the Treasurer's portfolio
  • Perform sophisticated cash flow analysis to ensure all County taxing districts have sufficient funds for payments while maximizing investment earnings
  • Authorize the sale and purchase of financial instruments through broker/dealers and investment banks
  • Provide updates and make presentations to the Board of Supervisors' Chiefs of Staff, the County Manager, and other members of County leadership regarding the portfolio's performance
  • Direct the functions of the Treasurer's Advisory Board, which meets quarterly to review the operations and performance of the portfolio, establish future investment goals, and assess market risks
  • Enhance new and existing relationships with broker/dealers and investment banks on behalf of the County and all portfolio participants
  • Maintain an advanced understanding of financial market trends
  • Work with the Financial Services unit of the Treasurer's Office to implement extensive internal controls and reconciliation over investments for responsible stewardship of public funds
  • Ensure compliance with all federal and state statutes, regulations, contracts, and internal policies associated with portfolio management
  • Collaborate with the Maricopa County Office of Budget and Finance to produce GASB-compliant documents used for the Annual Comprehensive Financial Report and the state audit
  • Instruct members of the Treasurer's Office's Financial Services unit to release wire transfers from the main servicing bank and to conduct portfolio research as needed
Requirements
  • Four years of experience working with large investment portfolios, preferably in the public sector
  • Bachelor's degree in Finance, Accounting, Business Administration, Public Administration, or a related field
  • A combination of post-secondary education and/or job-related experience may substitute for the minimum qualifications on a year-for-year basis
We Also Value
  • Master's degree in Business Administration, Accounting, or a related field
  • Certified Public Accountant
  • Chartered Financial Analyst
  • FINRA Series 7 certification
Working Conditions
  • Must be able to work in a typical indoor office environment
  • Must have manual dexterity of hands and body to operate office equipment
  • Must manage frequent interruptions, time pressures, high work volumes, multiple and complicated tasks, unscheduled tasks, team-oriented activities, prompt decision-making, and interaction with government officials and the public
  • Must constantly maintain concentration, accuracy, ethical behavior, and a professional demeanor
Selection Procedure
  • Only the most qualified candidates will be considered
  • Consideration will only be given to candidates who submit online applications
  • Candidates will be contacted primarily through email and their Workday online application profile
  • Must pass a pre-employment background and/or fingerprint investigation as required by statute or policy, including drug and alcohol testing requirements for positions designated as safety-sensitive

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