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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: San Diego, California

Salary: $128K - $136K

The County of San Diego Treasurer-Tax Collector’s mission is to provide the residents, agencies and employees of San Diego County with superior financial services in terms of quality, timeliness, efficiency and value while maintaining the highest levels of customer service and satisfaction. The Treasurer-Tax Collector manages an investment pool, which hit a peak of $17.2 billion in April 2023, investing the assets of the County, 42 school districts, five community colleges, and other local government agencies in the County.

The Investment Officer reports to the Chief Investment Officer and is an integral part of the Treasury Investments Division, with significant responsibility for coordinating the investments of the County, special districts, school districts and other local public entities. Duties include but are not limited to:
• Research, monitor and analyze investment credits. Prepare and update credit reports and present to the investment committee
• Study economic and financial trends and market conditions for investment opportunities in fixed- income securities consistent with the County’s investment policy
• Perform portfolio analysis and prepare periodic performance reports for the County investment portfolio
• Coordinate with the Treasury accounting group on cash flow analysis and trade settlements
• Monitor and maintain the investment portfolio’s AAA ratings, including monthly holdings updates and annual presentations to rating agencies
• Compile data and prepare a variety of analytical and marketing presentations to pool participants, rating agencies and other constituents
• Assist with formulation and execution of investment strategies, policies and asset allocation for the County Investment Pool
• Help prepare investment related requests for proposals and contracts
• Gather and analyze data using a variety of computer based analytical tools
• Negotiate the purchase and sale of securities
• Perform other investment related duties as assigned

Applicants must possess the following:
A bachelor’s degree from an accredited U.S. college or university, or a certified foreign studies equivalency AND three (3) years of experience that demonstrates the ability to perform the essential functions of the classification.
OR a combination of education and/or experience as stated above.

Notes: A master’s degree or higher degree may substitute for a total of one (1) year of experience. In order for education to substitute for work experience as indicated above, college level coursework must demonstrate progress toward a degree and may be substituted on a year- for-year basis.

The anticipated hiring range is $ 128,190.40 to $136,000.00 Annually.
Salary placement for this position is dependent upon the qualifications of the successful candidate. Salary reviews are performance-based and goal oriented.

• Fifteen days of paid vacation, thirteen days of paid sick leave, ten days of paid executive time off, and thirteen paid holidays
• Medical, dental, and vision insurance plans
• Disability Insurance, Life Insurance, and Accidental Death/Dismemberment Insurance
• Flexible Management Benefit Package – a monthly credit may be used to select benefits from a
group of options
• Defined benefit retirement program
• Reciprocity with other governmental retirement systems may be granted; for further information, visit the website for the San Diego County Employees Retirement System
• Deferred Compensation Program 457 and 401(a) plans