THE POSITION
Under policy direction from the elected Treasurer-Tax Collector (TTC), this position plans, manages, and directs both day-to-day investing activities and broad investment programs of the public funds held by the TTC. This position manages the Investments Division and performs a variety of investment, cash management and debt related functions. It is responsible for developing and implementing policies related to investing, reporting and safekeeping of public funds to meet the objectives of safety, liquidity, and yield and ensure investments comply with all regulations. This position develops and implements policy related to the County and School Districts' investment of bond proceeds, and assists the TTC in carrying out fiduciary duties required for School Districts. This position is expected to deliver excellent, cost-effective customer service to pool participants. The position supervises three managers and two part-time staff.
QUALIFICATIONS
In addition to the minimum qualifications, candidates should have five or more years of full-time professional investment management experience in a public agency, commercial bank, investment banking firm, brokerage firm or large corporation which included responsibility for the purchase and/or sale of short-term fixed income market instruments; analysis of short-term fixed income investments; economic forecasting; cash management; and/or six or more years of experience managing a multimillion dollar fixed income investment portfolio or a large complex treasury division.
THE IDEAL CANIDATE WILL HAVE:
Chartered Financial Analyst (CFA) certification and/or Certified Public Accountant (CPA) certification and/or a current or previous license as a securities representative (Series 7, 51, and 63); highly desirable
Master's Degree in business administration, finance, accounting or economics; highly desirable
Relevant education such as a degree in finance, economics, or other related field of study
Experience with Bloomberg, AIM and SunGard's, AvantGard, Quantum, or other investment systems