The County of San Bernardino invites application for the position of Investment Analyst Trainee Job Number: 13-15041-01 SALARY $24.98 - $31.85 Hourly $4,329.87 - $5,520.67 Monthly $51,958.40 - $66,248.00 Annually APPLY BY: 10/18/13 05:00 PM Applicants are encouraged to apply online: sbcounty.gov/hr THE POSITION Join the Professional Team responsible for supporting the County’s Investment Pool and Cash Management Program. The County of San Bernardinos AAA rated Investment Pool is made up of property tax dollars and local government agency funds. Together, they constitute the treasury for all of the Countys school districts, community college districts, County departments, and Board governed special districts. The Auditor-Controller/Treasurer/Tax Collectors (ATC) office has a current vacancy for Investment Analyst Trainee who will receive training in the support of the Countys Portfolio and Cash Management Program. Investment Analyst Trainees compile and analyze financial data and prepare reports on companies for periodic review of financial performance, assess credit condition of companies and provide recommendations to investment management staff, and monitor and analyze market and economic data. For more detailed information, refer to the Investment Analyst Trainee job description. Applications are also being accepted for Investment Analyst, which requires a separate application. Applicants are encouraged to view the Investment Analyst announcement and apply as appropriate. To learn more about the Treasurer division of the Auditor-Controller/Treasurer/Tax Collector as well as the Countys Investment Pool, click here or visit the Treasurers website at mytaxcollector. Some of the Benefits Include: Retirement Plans Generous County pension Eligible to participate in 457(b) - County contribution 1/2 times employee contribution, up to 1/2% of employees biweekly base salary No employee deduction for Social Security Medical Benefits Health and dental insurance provided Medical and Dental Premium Subsidy to offset the cost of health and dental insurance - up to $1,016.37 monthly Employee paid vision coverage Eligible to participate in Flexible Spending Account Paid Time Off: Vacation leave up to four weeks annually Sick leave 11 days annually 14 Paid Holidays annually Perfect Attendance Incentive Additional Benefits: Employer paid Life Insurance - $50,000 Annual Tuition Reimbursement - $400 Health Club Discounts To view the complete list of benefits offered, click here. CONDITIONS OF EMPLOYMENT Investment Analyst Trainees are eligible for promotion to Investment Analyst ($64,646 - $82,659 annually) upon meeting the minimum qualifications for that class and receiving a satisfactory work performance evaluation. Incumbents must qualify for promotion within 12 months or be terminated. Some positions in this classification may be assigned to a schedule of less than full-time (80 hours) per two-week pay period. MINIMUM REQUIREMENTS Bachelors Degree in Finance, Economics, Accounting or Business Administration (with an emphasis in Investments, Finance, Economics or Accounting). DESIRED QUALIFICATIONS The ideal candidate will have Bachelors or Masters Degree in Finance and experience working in Finance. SELECTION PROCESS There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire. It is to your advantage to provide as much relevant and detailed work experience as possible, as resumes will not be accepted in lieu of the application materials. The Human Resources Department reserves the right to modify the examination process in accordance with the Personnel Rules and accepted selection practices. Applications may be obtained and filed online at: sbcounty.gov/hr (909) 387-8304 • TTY Users: 711 157 West Fifth Street, 1st Floor, San Bernardino, CA 92415 An Equal Employment Opportunity and ADA Compliant Employer Issue Date: 10/5/13 JK Investment Analyst Trainee Supplemental Questionnaire 1. County of San Bernardino Fire Department/Special Districts Employment Status: Are you a current County of San Bernardino Fire Department or County of San Bernardino Special Districts employee? Yes No 2. Current County of San Bernardino Employment Status: If you are currently employed by the County of San Bernardino, indicate your current County of San Bernardino department and employee number. * 3. Current County of San Bernardino Employment Status: If you are currently employed by the County of San Bernardino, indicate your current position type. Regular Contract Public Service Employee Intern Extra-Help Recurrent CalWORKS Subsidized Employment Program Employee (WEX) I am not currently employed by the County of San Bernardino 4. County of San Bernardino Layoff Affected Employee: Are you a former County employee who was laid off from a regular position within the last 24 months? (The following are not considered regular positions: Public Service Employee (PSE), temporary, extra-help, intern, contract, and/or recurrent.) Yes No 5. County of San Bernardino Layoff Affected Employee: If you answered YES to the question above, indicate the department and position from which you were laid off and your effective date of lay-off. * 6. Are you willing to work less than 80 hours per two-week pay period? Yes No * 7. If you answered YES to the question above, please indicate below the minimum number of hours that you are willing to accept. Candidates will be considered for positions based on their preferences indicated: 80 hours per pay period (Full-time only) 72 hours per pay period 64 hours per pay period 56 hours per pay period (Benefits may be reduced for Part-time positions scheduled for 60 hours or less) 48 hours per pay period 40 hours per pay period * 8. The information from the completed Application and your responses to the following supplemental questions will be used in a competitive evaluation of qualifications. Detailed responses should be provided for each question in order to ensure qualifications are properly considered (do not refer to a resume). Each response must include the name of your employer(s) and dates of employment where you performed the duty, and the title of your position. Employers listed on this questionnaire must also be listed in the work experience section of your application. I have read and understand the above statement. 9. Fixed Income Investment Management/Investment Analysis: Describe your training or experience in the following areas: · responsibility for the direct management and trading of a portfolio or investment/treasury analysis · size of portfolio(s) you managed or analyzed (average total assets) · type of portfolio(s) you were responsible for (e.g. fixed income, money market, etc.) · investment tools you have used in analyzing securities for purchase 10. Credit Analysis: Describe your training and/or experience with credit ratings for corporations, review of financial data, and analyzing investments for yield curve. Describe how this information was reported and to whom it was reported. * 11. Coursework: If you do not possess a Bachelors degree or higher in Finance or Economics or have a Chartered Financial Analyst designation, you MUST list your FINANCE, ECONOMIC and/or INVESTMENT coursework. List the school, course title and number, and number of units (semester or quarter) earned. Example: CSUSB, Financial Management, FIN 100, 4 qtr units * 12. I understand that I cannot update my application once I have submitted it. Therefore, I have completed all sections and provided full descriptions of my duties and responsibilities for each employer, and have fully reviewed my answers to all questions on the supplemental prior to submitting my application. (Do not refer to a resume or other documentation in lieu of completing the employment history section or responding to the supplemental questions; they will not be reviewed or considered.) I understand. * Required Question
Posted on: Sat, 12 Oct 2013 03:06:07 +0000
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