Investment Officer/Senior Investment Officer

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Investment Officer/Senior Investment Officer

County of Ventura Ventura, California, United States

Job Description:

Investment Officer/Senior Investment Officer

Description

Description

What We Offer

The County of Ventura offers an attractive compensation and benefits package that includes:

Our County and Community
 Ventura County is located on California's "Gold Coast," approximately 35 miles northwest of Los Angeles and 20 miles southeast of Santa Barbara. The County includes 42 miles of coastline which is home to the fol lowing cities and points of interest: Camarillo, Fillmore, Moorpark, Ojai, Oxnard, Port Hueneme, Santa Paula, Simi Valley, Thousand Oaks, and Ventura as well as national protected areas such as parts of the Angeles National Forest, Channel Islands National Park, and the Santa Monica Mountains National Recreation Area. Ventura County’s beauty and weather combined with a wonderful quality of life are among the many reasons our residents choose to call Ventura County "home."
Treasurer-Tax Collector's Office

The Treasurer-Tax Collector (TTC) of Ventura provides service to the public through two distinct divisions: Treasury and Tax Collection. The Treasury Department is the depository for county agencies, school districts, and special district funds. Treasury performs core banking functions at a scale comparable to a mid-sized financial institution, managing over $14 billion annually.

The Tax Collector's role is to administer the billing, collection, and reporting of property tax revenues levied annually throughout the county, incorporated cities, county schools and special districts. The Tax Collection division operates with three units of responsibility: Public Service, Accounting and Delinquent Collections. Each unit's duties are integrated and overlap to accommodate the workload.

The Position

This position provides analytical and operational support related to cash flow management, investment research, portfolio management, credit analysis, portfolio monitoring, compliance reporting, and other special projects.

Distinguishing Characteristics:

Each successive level in the Investment Officer series is distinguished by the scope of independence and responsibility. The level of the position within the series is commensurate with the complexity of the assigned tasks.

Investment Officer ($3,834.26 - $5,367.97 bi-weekly) - This is the entry-level management classification in the Investment Officer series. Under the general supervision of the Senior Investment Officer or senior management, the incumbent will assist the investment team in the overall administration of the County’s investment program. This role involves analyzing and reporting on financial information while supporting portfolio management, investment compliance, and risk assessment. This position may supervise lower-level staff.

Senior Investment Officer ($4,527.02 - $6,337.83 bi-weekly) - Thisis the fully experienced management classification in the series and reports to the Chief Investment Officer-E or designated executive personnel. The incumbent is expected to perform the full range of duties involving complex and diverse work assignments with a significant level of independent judgment.
The Investment Officer is distinguished from the Senior Investment Officer in that the latter has greater responsibility for the County's investment program, requiring specialized technical or functional expertise in the performance of their duties. This role serves as a subject matter expert and is responsible for ensuring compliance with investment policies and federal, state, and local laws and regulations. This position is assigned to manage lower-level staff.

Investment Officer and Senior Investment Officer are Management classifications and are not eligible for overtime compensation.

TENTATIVE SCHEDULE
OPENING DATE: October 2, 2025
CLOSING DATE: Continuous and may close at any time
REVIEW OF APPLICATIONS: Applications will be reviewed on a weekly basis beginning the week of October 20, 2025.

Examples Of Duties

Depending on level, duties may include but are not limited to the following:


Typical Qualifications

EDUCATION, TRAINING, and EXPERIENCE:

Any combination of education, professional licenses, training, and experience that would likely provide the required knowledge, skills, and abilities. An example of qualifying education/experience is:

Investment Officer:

Possession of a Bachelor’s degree in Economics, Accounting, Finance, Business, or a related field to the assignment.

OR

Three (3) years of professional-level investment management experience in a public agency, commercial bank, investment banking firm, or brokerage firm, which included responsibility for the purchase and/or sale of money market instruments, analysis of fixed-income investment securities, economic forecasting, and/or experience managing a multimillion-dollar fixed-income investment portfolio.

Senior Investment Officer:

Possession of a Bachelor’s degree in Economics, Accounting, Finance, Business, or a related field to the assignment.

AND

Five (5) years of professional-level investment management experience in a public agency, commercial bank, investment banking firm, or brokerage firm, which included responsibility for the purchase and/or sale of money market instruments, analysis of short-term investments, economic forecasting, and/or experience managing a multimillion-dollar fixed-income investment portfolio.

Additional years of experience may be substituted for the education requirement on a year-for-year basis.

NECESSARY SPECIAL REQUIREMENTS:

Investment Officer:
Senior Investment Officer:


DESIRED:


KNOWLEDGE, SKILLS, and ABILITIES:

Investment Officer

Knowledge of:

Skill in:

Ability to:

Senior Investment Officer

Knowledge of:

Skill in:

Ability to:


Recruitment Process

FILING DATE: This is a continuous recruitment and may close at any time; therefore, apply as soon as possible if you are interested in it. Applications must be received by the County of Ventura Human Resources in Ventura, California, no later than 5:00 p.m. on the closing date.

FIRST REVIEW: The first review of applications is anticipated to occur on or around October 20, 2025, and subsequent reviews may be conducted until sufficient applications are received to meet business needs.

To apply online, please refer to our website at www.ventura.org/jobs . A paper application can be obtained by calling (805) 654-5129. Our address is County of Ventura Human Resources, 800 South Victoria Avenue, L-1970, Ventura, CA 93009.

NOTE TO APPLICANTS: Sufficient information must be provided under the Education/Work Experience portion of the application and supplemental questionnaire to thoroughly and accurately demonstrate your qualifications to determine eligibility. A resume may be attached to supplement your responses in the above-referenced sections; however, it may not be submitted in lieu of the application.

INFORMATION FOR TRANSFER CANDIDATES: If presently permanently employed in another "merit" or "civil service" public agency/entity in the same or substantively similar position as is advertised, and if appointed to that position by successful performance in a "merit" or "civil service" style examination, then appointment by "Lateral Transfer" may be possible. If interested, please click here for additional information.

SUPPLEMENTAL QUESTIONNAIRE - qualifying
All applicants are required to complete and submit the questionnaire for this examination at the time of filing. This questionnaire may be used throughout the examination process to assist in determining each applicant's qualifications and acceptability for the position. Failure to complete and submit the questionnaire may result in the application being removed from further consideration.

APPLICATION EVALUATION - qualifying
All applications will be reviewed to determine whether or not the stated requirements are met. Applicants meeting the stated requirements will be invited to continue to the next step in the screening and selection process.

TRAINING & EXPERIENCE EVALUATION: A Training and Experience Evaluation (T&E) is a structured evaluation of the job application materials submitted by a candidate, including the written responses to supplemental questions. The T&E is a method for determining the better qualified applicants among those shown to meet the stated requirements. Using a T&E, applicants may be scored or ranked according to criteria that most closely meet the business needs of the department. Candidates are typically scored or ranked in relation to one another; consequently, when the pool of candidates is exceptionally strong, some qualified candidates may receive a score or rank that is moderate or lower, resulting in them not being advanced in the process.

NOTE: In a typical T&E, your training and experience are evaluated in relation to the background, experience, and factors identified for successful job performance during a job analysis. For this reason, it is recommended that your application materials clearly show your relevant background and specialized knowledge, skills, and abilities. It is also highly recommended that the supplemental questions within the application are completed with care and diligence, providing all information requested. Examinees must earn a score of seventy percent (70%) or higher to qualify for placement on the eligible list.

ORAL EXAMINATION - 100%
A job-related Oral Examination may be conducted to evaluate and compare participating candidates' knowledge, skills, and abilities in relation to those factors which job analysis has determined to be essential for successful performance of the job. Candidates must earn a score of seventy percent (70%) or higher to qualify for placement on the eligible list.

NOTE: If there are three (3) or fewer qualified applicants, an examination will not be conducted. Instead, a score of seventy percent (70%) will be assigned to each application, and each applicant will be placed on the eligible list.

The eligible list established from this recruitment may be used to fill current and future Regular (including Temporary and Fixed-term) vacancies within the Treasurer Tax Collector's Office. There is currently one (1) Regular vacancy.

Candidates successfully completing the exam process may be placed on an eligible list for a period of one (1) year. If appointed at the lower level, the incumbent may be promoted to the higher level without further examination upon meeting the minimum requirements, demonstrating satisfactory performance, and in accordance with the business needs of the department.

BACKGROUND INVESTIGATION
A thorough pre-employment, post offer background investigation, which may include inquiry into past employment, education, criminal background information, and driving record, may be required for this position.

EQUAL EMPLOYMENT OPPORTUNITY
The County of Ventura is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

For further information about this recruitment, please contact Judy Larson by email at judy.larson@venturacounty.gov or by telephone at (805)654-3611.

YOUR BENEFITS AS A COUNTY OF VENTURA EMPLOYEE

MANAGEMENT

To learn more about Benefits, Retirement, and the Memorandum of Agreement (MOA), see links below.

Union Codes:MB3, MB4, MS, MT,MCC, MU

Closing Date/Time: Continuous

Salary:

$99,690.76 - $164,783.58 Annually
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