Investment Specialist

Introduction
THIS IS A NEW ASSEMBLED EXAMINATION.� The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended.
Applications must be in the possession of the Human Resource Services Department by 5:00:00 p.m. on the Last Day for Filing.��
APPLICATIONS FOR THIS RECRUITMENT WILL BE ACCEPTED ONLINE ONLY.

DESCRIPTION
THE AGENCY
Treasurer-Tax Collector Department's mission is to provide County departments and all other depositing agencies with secured and convenient countywide central banking facility and countywide central banking facility and countywide treasurer administration services, including the investment of monies on deposit with Treasurer in the Treasurer's Investment Pool, provide real estate and personal property tax billing and collecting services, provide business licensing services in the unincorporated areas of the County, and provide in-house administration of the County's deferred compensation plan programs for eligible employees.
THE POSITION
Under general direction, assist in financial reporting, accounting analytics, statistical and narrative reports for the Treasurer-Tax Collector's Office and other county departments and agencies, as well as performing other related duties as required.
This single classification is located in the Treasurer-Tax Collector's Office and reports directly to the Chief Investment Officer, Treasurer's Department.� The incumbent may have a wide range of departmental responsibilities, including varied accounting functions, maintaining financial records for a departmental division, and reviewing vouchers, warrants, purchase orders, requisitions, and similar financial documents.��
This classification is distinguished from the next higher classification of Chief Investment Officer Treasurer's Department, in that the latter is responsible for managing the overall investment pool.
For more detailed information about the job classification, visit:�INVESTMENT SPECIALIST (#0159)

MINIMUM QUALIFICATIONS
EITHER I
Experience:�The equivalent of two (2) years of full-time experience in the classification of Accountant or in an equivalent or higher-level Accountant or Financial classification performing financial research and analysis and reporting in the Alameda County classified service.�
OR II
Education:��Possession of a bachelor's degree from an accredited college or university with major coursework in Business or Public Administration, Accounting, Economics, or a closely related field.�
AND
Experience:�The equivalent of one (1) year of full-time experience in the field of investments at a financial institution performing portfolio management, financial investments, and/or accounting duties.�
Substitution:��Additional experience, as outlined above, may be substituted for the education requirement on a year-for-year basis.�
NOTE:\tThe Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS
The most suitably qualified candidates will possess the following competencies:
Knowledge of:

Applicable laws, policies, and procedures related to the investments of the Treasurer's pool.

Principles of accounting and finance.�

Laws and regulations controlling County fiscal, accounting, collections, and recording operations.�

Principles of banking and cashiering operations.�

Methods of financial analysis.�

Computer systems used for accounting and investment management.

Automated remittance processing to handle the collection of large volumes and dollar amounts.

Spreadsheets, database management, and other computer applications.�
Ability to:�

Understand and apply the principles of investment, finance, and accounting.

Communicate effectively with co-workers, stakeholders, and vendors.

Ability to interpret complex rules and regulations.
�Prepare analytic reports and develop procedures for various business processes.�

Plan, manage, and perform complex accounting and administrative tasks.�

Manage multiple priorities and meet deadlines.

Use Excel, Word, Microsoft Outlook, and other relevant computer software.

EXAMINATION COMPONENTS

THE EXAMINATION WILL CONSIST OF THE FOLLOWING STEPS:

A review of applicants' application to verify possession of minimum requirements.� Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process.

An oral examination which will be weighted as 100% of the candidates' final examination score.� The oral examination will be administered virtually and may contain situational exercises that may be administered virtually.
Candidates must attain a qualifying rating on each portion of this recruitment.��
WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED EXAMINATION STEPS.
Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work.
For more information on the Civil Service Selection process, please visit the "What You Need to Know" section of our website, www.acgov.org/hrs.

RECRUITMENT AND SELECTION PLAN

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance.� The following dates are tentative and subject to change based on the needs of the Agency:
TENTATIVE RECRUITMENT AND SELECTION PLAN
Deadline for Filing:�
� � � � � � � � � �5:00:00 p.m., Monday, July 8, 2024
Review of Minimum Qualifications:� � � � � � � � � � �
by July 12, 2024
Virtual Pre-Recorded Oral Examination:

Week of August 5, 2024
Department Selection Interview:�

Week of August 26, 2024
WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED RECRUITMENT & SELECTION PLAN
Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County's Reasonable Accommodation Policy and applicable statutes.� To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing.� �Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes.
For more information regarding our Reasonable Accommodation procedures, please visit our website, www.acgov.org/hrs.

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employees discount, fitness and health screening programs focused on overall well-being.� These benefits include but are not limited to*:
For your Health & Well-Being

Medical

• HMO & PPO Plans

Dental

• HMO & PPO Plans

Vision or Vision Reimbursement

Share the Savings

Basic Life Insurance�

Supplemental Life Insurance (with optional dependent coverage for eligible employees)

Accidental Death and Dismemberment Insurance�

County Allowance Credit

Flexible Spending Accounts

• Health FSA, Dependent Care and Adoption Assistance

Short-Term Disability Insurance

Long-Term Disability Insurance

Voluntary Benefits

• Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services

Employee Assistance Program

For your Financial Future

Retirement Plan - (Defined Benefit Pension Plan)

Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

12 paid holidays

Floating Holidays

Vacation and sick leave accrual

Vacation purchase program

Management Paid Leave

Catastrophic Sick Leave

Group Auto/Home Insurance

Pet Insurance

Commuter Benefits Program

Guaranteed Ride Home

Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)

Employee Discount Program (e.g. theme parks, cell phone, etc.)

Child Care Resources
1st United Services Credit Union�

• Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.� This provides a brief summary of the benefits offered and can be subject to change.

Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.

Conclusion

All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add�Noreplyalamedacountyhr@acgov.org,�@jobaps.com, acgov.org and�Noreply@jobaps.com�as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page.
Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.
NOTE: All notices are generated through an automated email notification system. Replies to the email box�Noreply@jobaps.com�and Noreplyalamedacountyhr@acgov.org are routed to an unmonitored mailbox. If you have questions, please go to our website at�www.acgov.org/hrs. You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.

Erika Beams, Human Resources Analyst�
Human Resource Services Division, County of Alameda
Analyst Email Address Link: ERIKA.BEAMS@ACGOV.ORG | Phone:�510-272-6393
www.acgov.org/hrs
DISASTER SERVICE WORKER
All Alameda County employees are designated Disaster Service Workers through state and local law.� Employment with the County requires the affirmation of a loyalty oath to this effect.� Employees are required to report to work as ordered in the event of an emergency.
EQUAL EMPLOYMENT OPPORTUNITY
Alameda County has a diverse workforce, that is representative of the communities we serve and is proud to be an equal opportunity employer.� All aspects of employment are based on merit, competence, performance and business need. Alameda County does not discriminate in employment on the basis of, race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors protected under federal, state and local law. Alameda County celebrates diversity and is committed to creating an inclusive, and welcoming workplace environment.

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