Investment Analyst

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 theMBO - 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.

Sponsorship:San Bernardino County is not able to consider candidates who will require visa sponsorship at the time of application or in the future.

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:

All work experience and education information must be clearly detailed and demonstrated on the application AND supplemental questionnaire to ensure qualifications are properly considered (resumes are not reviewed). All information must be current and up to date.

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.) Clickherefor more information on evaluation services.

Desired Qualifications

The ideal candidate will have a Chartered Financial Analyst designation,related Master's degree,andqualifying experiencein a governmental agency.