Retirement Investment Officer I/II/III

  • Stanislaus County, CA
  • Modesto, California
  • Jul 14, 2018
Full Time Accounting and Finance
  • Salary: $57,657.60 - $122,844.80 Annually
  • Salary Top: 122844.80
  • Apply By: Feb 24, 2017

Summary

Stanislaus County invites qualified candidates who are experienced in data collection and analysis to serve as the Retirement Investment Officer of the Stanislaus County Employees’ Retirement Association.  Under supervision or direction, provides analytical and administrative support for the Investment Program of the Stanislaus County Employees’ Retirement Association (StanCERA) by researching, analyzing, and monitoring a variety of investment data and information and learning to prepare reports and presentation materials.
 
The Retirement Investment Officer series is characterized by the responsibility to assist and provide direction in the management and implementation of the StanCERA investment strategy and policies, to monitor and analyze fund investments, and maintain and discharge discretionary authority and responsibility over some aspects of the program.
 
The candidate must possess a motivation and curiosity to explore and research data and apply statistical methods to form a basis for opinion and recommendation.  The candidate will be expected to understand accounting and financial principles at a level dependent on experience.  High level proficiency in the use of excel is very important and a basic understanding of actuarial principles is desirable but not necessary.
 
Oral examinations are tentatively scheduled for the week of  March 20, 2017.

Job Description

About the Department and the Position
For more information about this position please download the PDF Flyer
 

Job Requirements:

Education   Any combination of education and experience that would provide the opportunity to acquire the knowledge and abilities listed.  Normally, this would include possession of a Bachelor’s degree or equivalent in economics, statistics, actuarial science, mathematics, applied mathematics, finance, or business/public administration which includes significant coursework in economics, quantitative analysis, financial accounting, and statistics, or a closely related field.   Experience
Retirement Investment Officer I  One (1) year of experience which involved financial analysis, investment analysis, statistical analysis, economic analysis, and/or investment reporting or performance measurement;   OR  A Master’s degree or equivalent with an emphasis in any of the above listed areas.   Retirement Investment Officer II  Two (2) years of investment experience in a public agency or financial institution which involved financial analysis, investment analysis, economic analysis, and/or investment reporting or performance measurement;   OR  Possession of a Master’s degree or equivalent with an emphasis in any of the above listed areas and one (1) year of professional investment experience in the above listed areas.   Retirement Investment Officer III  Four (4) years of investment experience in a public agency or financial institution which involved investment portfolio management, formulating, recommending and implementing investment strategies, economic analysis, and/ or investment reporting or performance measurement;   OR  Possession of a Master’s degree or equivalent with an emphasis in any of the above listed areas and one (1) year of professional investment experience in the above listed areas.   Desirable Qualifications  Possession or pursuit of the Chartered financial Analyst (CFA) designation is highly desirable;   OR  CAIA designation.
 
*Proof of education is required for verification purposes at the time of application.  
 

Special Instructions

EQUAL EMPLOYMENT OPPRTUNITY
 
The County of Stanislaus is an Equal Opportunity Employer. All qualified applicants are encouraged to submit online application(s) for open position(s). 
 
Stanislaus County is committed to establishing and maintaining effective working relationships with the general public, co-workers, supervisors, and members of diverse cultural and linguistic backgrounds regardless of race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, pregnancy related condition, marital statues, gender/ sex, sexual orientation, gender identity, gender expression, age (over 40), political affiliation or belief, or military or veteran status.
 
APPLICATION PROCEDURES/ FINAL FILING DATE 
 
Applications cannot be submitted later than 5:00 p.m. on the final filing date. Make your online application as complete as possible so a full and realistic appraisal may be made of your qualifications.
 
Resumes will not be accepted in lieu of a complete application.

Additional Information

DISCLAIMER
 
Stanislaus County reserves the right to revise the examination plan described in this bulletin to better meet the needs of County service. The provisions of this bulletin do not constitute an express of implied contract. Any provisions contained in this bulletin may be modified or revoked without notice. The information contained in the bulletin is information, which sets forth a general summary of benefits for this respective position. This information is not legally binding. The benefits any other information regarding this position may be found on Stanislaus County Code, the Stanislaus County Personnel Policies manual, or in the applicable Memorandum and Understandings, and such information prevails over information contained in this bulletin. Questions regarding this bulletin may be directed to the Stanislaus County Chief Executive Office/Human Resources.