Investment Officer

Job Description:

Investment Officer

Description

This recruitment is a departmental promotional opportunity only open to current Solano County Treasurer-Tax Collector-County Clerk employees.



INVESTMENT OFFICER

The Investment Officer plans and directs the daily investment and cash management activities of the Treasurer/Tax Collector/County Clerk’s Office; analyzes related investment and financial factors affecting the portfolio of Government and Corporate issued bonds; supervises and directs the activities of assigned staff; Participates in the development and implementation of financial goals, objectives, policies, and procedures involved in managing the County’s portfolio.

Click on the following link to view a full description of duties for this position:

Investment Officer Job Description

POSITION REQUIREMENTS

Experience: Three (3) years of progressively responsible professional accounting or auditing experience which included responsibility for investment of funds, investment analysis, the purchase/sale of securities, and cash management and financial reporting.

Education/Training: Bachelor’s degree is required from an accredited college or university, with a major in Business Administration, Accounting, Economics, Finance, Public Administration or a closely related field.

Note: Four (4) years of progressively responsible professional accounting or auditing experience which included responsibility for investment of funds, investment analysis, the purchase/sale of securities, and cash management and financial reporting may be substituted for the educational requirement.

SELECTION PROCESS - T his recruitment is a departmental promotional opportunity only open to current Solano County Treasurer-Tax Collector-County Clerk employees.

05/24/2025 - Deadline to submit application and required documents for first application review.

Based on the information provided in the application documents, the qualified applicants may be invited for further examination and will either be pre-scheduled by the Department of Human Resources or be invited to self-schedule. All applicants meeting the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. Depending upon the number of applications received, the selection process may consist of an initial application screening, a mandatory information meeting, a supplemental questionnaire assessment, a written and/or practical exam, an oral board exam, or any combination listed. Responses to supplemental questions may be used as screening and testing mechanisms and will be used to assess an applicant’s ability to advance in the process; as such, responses to supplemental questions should be treated as test examination responses. Information contained herein does not constitute either an expressed or implied contract.

All potential new hires and employees considered for promotion to management, confidential positions or unrepresented positions will be subject to a background and reference check after contingent job offer is accepted. These provisions are subject to change.

RETIREES - Solano County invites all qualified candidates to apply for positions; however pursuant to Government Code Section 21221(h) and 21224, hiring restrictions may apply to California Public Sector Pension Plan Retirees.

VERIFICATION OF EDUCATION REQUIRED IF QUALIFYING UNDER EDUCATION, SUBMITTAL BY FILING DATE

If qualifying under education, verification of a Bachelor's Degree with a major in Business Administration, Accounting, Economics, Finance, Public Administration or a closely related field is required. All candidates are strongly encouraged to submit a copy of their college diploma (verifying the degree, date earned and area of specialization) or official/unofficial transcripts (verifying institution, student, date, degree and area of specialization conferred) by the final filing deadline. Candidates who fail to submit their diploma or transcripts by the final filing date may be disqualified from the recruitment.

PLEASE NOTE THE FOLLOWING: Candidates who attended a college or university that is accredited by a foreign or non-U.S. accrediting agency must have their educational units evaluated by an educational evaluation service. The result must be submitted to the Human Resources Department no later than the close of the recruitment. Please contact the local college or university to learn where this service can be obtained.

HOW TO SUBMIT YOUR DOCUMENTS

In addition to uploading attachments when applying online, candidates may submit documents by fax to (707) 784-3424, or by email to recruitment@solanocounty.com . Be sure to include the recruitment title and the recruitment number in your email or fax.

HOW TO APPLY
Applications must be submitted through the NeoGov system. Paper copies of applications are not accepted. All additional application materials as requested in the job announcement (e.g.: degree/transcripts, certificates, licenses, DD-214, ADA Accommodation Request, etc.) must be submitted by the final review date. Resumes are not accepted in lieu of completing the application. You will be evaluated based on the information provided on the application. Please ensure any experience you believe qualifies you for the job is reflected in your application’s employment history. When completing employment details, do not write “see resume,” as resumes will not be reviewed and this will be considered an incomplete application.

VETERAN'S PREFERENCE POINTS
To be eligible, applicant must have served at least 181 consecutive days of active duty in the Armed Forces of the United States and have received either an honorable discharge or a general discharge under honorable conditions. A COPY OF THE DD 214, SHOWING DISCHARGE TYPE (GENERALLY COPY 4), MUST BE RECEIVED IN THE HUMAN RESOURCES DEPARTMENT BY THE FINAL FILING DATE (or APPLICATION REVIEW DEADLINE). Applicants who have a service connected disability must also submit a recent award letter from the VA stating they are receiving disability benefits for service connected reasons.

Veteran applicants for initial County employment with an honorable or general under conditions discharge shall receive five (5) points added to their combined score. Disabled veterans rated at not less than 30% disability shall have ten (10) points added to their combined score. Veteran’s preference points will only be added to passing scores in competitive open examinations.

We offer a benefits package to employees which includes health care, dental, vision, retirement, deferred compensation plans, flexible spending accounts, life insurance, holidays, vacation, and sick leave

To learn more, view our benefits summary .

Closing Date/Time: 5/24/2025 5:00 PM Pacific

Salary:

$133,125.51 - $161,814.90 Annually