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Investment Manager

Salary: N/A

DEFINITION: Under general direction, plans, organizes, and directs the cash management programs for the County and other public agencies and special districts; manages public fund investment activities; participates in debt financing activities and provides advice on various financing methods; and performs related duties as required

DISTINGUISHING CHARACTERISTICS: This single-position classification provides expertise in public-sector financial markets to the County, school and special districts. The incumbent is responsible for managing cash flow, investing surplus funds, and ensuring the security, liquidity, and yield of public funds consistent with the policies of the County Treasurer, and federal and state statutory provisions.


1. Gathers information from bank statements; analyzes deposits and withdrawals; forecasts revenues and expenditures to identify cash available for investment and creates an investment planning chart; conducts macroeconomic analyses, including information and policies from the Federal Reserve, U.S. Treasury, and other government economic data to identify variables which may impact investment strategies.
2. Conducts yield analysis to determine where to invest on the yield curve; determines how much of the idle cash to be allocated to short-run and long-run investments; obtains current quotes and ratings from dealers and brokers; negotiates the purchase of investment instruments at a discount.
3. Identifies funds available for investment; researches various investment opportunities and instruments; invests available funds to maximize return consistent with risk parameters, negotiates the purchase and sale of securities to implement investment decisions and meet cash flow requirements; monitors collateral requirements, market values, and deposit contracts with banks; monitors banking relationships and bank compensation.
4. Calculates market value of the portfolio and income from various investment groups; uses the information to create charts and graphs and writes a quarterly economic commentary incorporating this information into quarterly investment reports; presents reports to oversight committee and responds to inquiries and questions.
5. Acts as a technical advisor to Retirement Board; provides suggestions to the Retirement Board regarding money managers; monitors performance of money managers by analyzing pension fund investment reports and monitoring the market value of their holdings.
6. Conducts analysis and research in debt financing proceedings, including issuance of tax and revenue anticipation notes, bonds, certificates of participation, lease purchase agreements, and other debt instruments; participates in the selection of underwriters, bond counsels, and trustees.


1. Five years of investment experience that involved financial and economic analysis, portfolio management, and securities trading; or,
2. a combination of training, education, and experience that is equivalent to the employment standard listed above and that provides the required knowledge and abilities.

A master's degree in finance, money, and banking, or economics may be substituted for two years of the required experience.

Knowledge of: investment principles and practices; cash flow management systems; the money market and how it is affected by economic and technical factors; investments available to local government; governmental accounting standards; interest and yield computations on various types of security instruments; fundamental banking concepts such as float, compensating balances, electronic transfer of funds, and custody of assets.

Ability to: evaluate, interpret, and assess current and projected economic and money market conditions; achieve the highest earnings on investment consistent with acceptable risk; negotiate purchase and sales of investment instruments at the most favorable prices; ;use computerized cash flow and investment decision programs, including the operation of on-line hardware; forecast cash income/outflow requirements; prepare and maintain accurate financial records; gather, analyze, and evaluate facts and evidence; draw logical conclusions and make sound recommendations; write and speak clearly and concisely and make oral presentations; maintain effective working relationships; work independently.

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