Investment Officer

Sacramento County Council

Sacramento, CA

JOB DETAILS
SALARY
$133,736.40–$147,433.68 Per Year
SKILLS
Accounting, Aged Care, Asset Management, Bond Market, Brokerage, Budget Management, Budgeting, Business Administration, Business Development, Business News, Cash Flow, Cash Flow Projection, Cash Management, Certified Public Accountant (CPA), Chartered Institute of Management Accountants (CIMA), Commercial Banking, Communication Skills, Community Banking, County Ordinances, Customer Support/Service, Data Collection, Dental Insurance, ERP (Enterprise Resource Planning), Economic Analysis, Economics, Employee Assistance Plan, Employee Benefits, English Language, Establish Priorities, Fair Credit Reporting Act (FCRA), Federal Assistance, Federal Laws and Regulations, Fee Schedule, Finance, Financial Analysis, Financial Liability, Financial Management, Financial Reporting, Financial Systems, Financial Trend Analysis, Government, Health Plan, Incentive Programs, Interest Rates, Investigative Reports, Investment Analysis, Investment Management, Investment Services, Investment Strategy, Leadership, Legal, Life Insurance, Liquidity, Maintain Compliance, Market Research, Market Trend Analysis, Mentoring, Microsoft Access Database, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Military, Organizational Development/Management, Payroll Tax, Peoplesoft, Performance Analysis, Portfolio Analysis, Project Evaluation, Project/Program Management, Public Administration, Public Finance, Quality Assurance Methodology, Regulations, Regulatory Compliance, Reimbursement, Reporting Skills, Request for Proposals (RFP), Risk, SAP, Sales, Securities, Staff Policies, State Laws and Regulations, Stock Market, Strategic Planning, Substance Abuse, Team Lead/Manager, Team Player, Testing, Time Management, Treasury, Trend Analysis, United States Treasury, Volunteer Experience
LOCATION
Sacramento, CA
POSTED
10 days ago

Investment Officer

Salary

$133,736.40 - $147,433.68 Annually

Location

Sacramento, CA

Job Type

Permanent Full-Time

Job Number

28075-A

Department

Finance

Division

Investment

Opening Date

05/29/2026

Closing Date

7/24/2026 5:00 PM Pacific

  • Description
  • Benefits
  • Questions

The Position

This is a continuous filing exam. Next filing cut-offs are at 5:00 pm on:

6/26/26, 7/24/26 (final)

Under general direction, the Investment Officer performs financial/analytical work within the Department of Finance, Investments Division including interfaces with County managers, investment specialists, boards, and others on investment-related issues; helps assure County compliance with Treasury-related laws, ordinances, codes, and policies.

Please click on the below link to learn more about the position and to review the full recruitment brochure:

Investment Officer Brochure

Examples of Knowledge and Abilities

Knowledge of

  • Principles and practices of management and organizational theory, including planning, organizational design, business finance, business development, project management, and organizational effectiveness
  • Principles and practices of supervision, discipline, leadership, mentoring, and training
  • Applicable federal, state, and local laws, codes, and regulations
  • Operational characteristics, services, and activities of assigned programs and functions
  • Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment
  • English usage, spelling, grammar, and punctuation
  • Methods of cash management and cash flow analysis for a large organization
  • Short and long term investments including bonds, government securities, certificates of deposit, commercial paper, etc.
  • Investment/financial terminology and techniques
  • Principles and practices of accounting and financial management

Ability to

  • Work independently, prioritize work, coordinate activities and meet critical deadlines
  • Develop, monitor and interpret budgets and other financial documents
  • Plan, manage, and complete complex work assignments
  • Develop and maintain cooperative, effective working relationships with others
  • Communicate clearly and concisely, both verbally and in writing
  • Interpret and apply applicable federal, state, and local laws, codes, and regulations
  • Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met
  • Interpret and summarize a variety of data and information
  • Exercise discretion and maintain confidentiality of information
  • Make timely and effective investment decisions
  • Analyze and project cash flow
  • Deal effectively with security brokers, members of the banking community, members of investment organizations, Board Members, and fellow workers
  • Utilize computerized reports for fiscal management systems

Employment Qualifications

Minimum Qualifications

A Bachelor's degree in Public or Business Administration, Economics, Accounting, or Finance from an accredited college or university, or other field closely related to the intent of the class.

AND

Three (3) years of full-time paid experience in a commercial or governmental organization in professional level accounting, commercial or investment banking, cash management, or the administration of investment instruments which may include analyzing/recommending investment risks/policies and buying/selling income investments.

Note: Additional full-time paid experience may be substituted for the degree requirement on a year-for-year basis.

Note: If the word "experience" is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements.

Note: If the minimum qualifications include an educational or certificate/license requirement, applicants must submit proof of requirements with the application. Failure to submit proof of requirements may result in disqualification from the examination. Unofficial transcripts are acceptable. For guidelines on submitting acceptable proof of educational requirements, please click here or speak to someone in our office before the cut-off date listed in this notice.

General Qualifications

Criminal History and Background Checks:

The County may access criminal history information on candidates who have accepted a conditional offer of appointment for this class consistent with the provisions of Board of Supervisors Resolution No. 82-602, Personnel Policies, and applicable federal and state laws. The County shall not consider for employment any candidate who has been convicted of a felony or misdemeanor that relates to or impacts the candidate's ability to perform the job duties of this class unless it is determined that mitigating circumstances exist. For purposes of accessing criminal history information, the candidate will be fingerprinted. A subsequent arrest notification may be obtained.

The County may also conduct a background check on the candidate prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history checks where authorized by Labor Code section 1024.5, Social Security Number verification, professional license/registration verification, military service information and driving history. Information obtained in the course of this background check will be considered by the appointing authority in the selection process. In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act.

Working Conditions:

Positions in this class require the incumbents to:

  • Incumbents must be willing to work irregular hours as necessary.

Probationary Period

The probationary period for this classification is twelve (12) months.

Application and Testing Information

APPLICATION

Qualified applicants are encouraged to apply immediately. All applicants must complete and submit an online County of Sacramento employment application by 5:00 PM on the posted cut-off date. Click here to apply.

County of Sacramento

Department of Personnel Services

Employment Services Division

700 H Street, Room 4667

Sacramento, CA 95814

Phone (916) 874-5593; 7-1-1 California Relay Service

Email EmployOffice@Saccounty.net

Inter-Office Mail Code: 09-4667

www.SacCountyJobs.net

  • Employment applications and all documentation requested in this announcement must be submitted by 5:00 p.m. on the cut-off date.
  • Employment Services is not responsible for any issues or delays caused by an applicants computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cut-off date.
  • Your application should highlight all relevant education, training, and experience, and clearly indicate how you meet the minimum qualifications for the position as of the cut-off date.
  • Application information must be current, concise and related to the requirements in this job announcement. You may only apply for this recruitment once. Duplicate and incomplete applications will be disqualified.
  • A resume may be included with your application, however it will not substitute for the information requested on the application.

SUPPLEMENTAL QUESTIONNAIRE

Applicants are required to provide a full and complete response to each supplemental question. The Supplemental Questionnaire is located in the tab marked "Supplemental Questions". Please be descriptive in your response.

Note: Responses of "See Resume" or "See Application", or copy and paste of work experience are not qualifying responses and will not be considered.

  • Supplemental Questionnaires must be submitted by 5:00 p.m. on the cut-off date. Employment Services is not responsible for any issues or delays caused by an applicants computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cut-off date.
  • The supplemental questions are designed to elicit specific information regarding a candidates experience, education, and training. Responses should be consistent with the information on your application and are subject to verification.
  • Please provide place of employment, pertinent dates, and concise, descriptive and detailed information for each question.
  • If a job included responsibilities applicable to several questions, separate the different functions of the job to answer all the questions completely.
  • Resumes or referral to the application or other questionnaire responses will not be accepted in lieu of completing each question.
  • If you have no experience, write "no experience" for the appropriate question.
  • For many individuals, it is more efficient to develop responses to the supplemental questions in a word processing document and then paste them into the final document to be submitted. Changes or corrections to your Supplemental Questionnaire cannot be made once your application packet has been submitted.
  • If the Supplemental Questionnaire is used in the Formula Rate exam, failure to complete all of the questions or incomplete responses will result in a lower score. While scoring the Supplemental Questionnaire, the candidates application and/or attachments will not be reviewed, therefore, a candidates responses to the questions should be accurate, thorough, detailed, and complete.

FORMULA RATE EXAMINATION (Weighted 100%)

All candidates meeting the minimum qualifications by the cut-off date will have their Supplemental Questionnaire scored in the Formula Rate Examination.

This examination will evaluate the relevance, level, recency, progression and quality of candidates education, training and experience. The candidates application or other materials will not be included in this examination. Therefore, the candidates responses to the supplemental questionnaire should be thorough, detailed and complete. The score from the Formula Rate Examination will determine the ranking on the eligible/employment list for this job.

All candidates competing in the testing process will receive written notice of their examination results by email. Notices can also be accessed in their governmentjobs.com inbox. Applicants achieving a passing score will be placed on the eligible list in rank order. The rank is determined by the test score attained from the examination.

FREQUENTLY ASKED QUESTIONS

Click here for Frequently Asked Questions (FAQs)

For information regarding County jobs:

www.saccountyjobs.net

Sacramento County is about enriching communities to thrive. We strive to create inclusive workplaces that reflect the communities we serve. We value and celebrate the unique perspectives, backgrounds, abilities, and diverse dimensions of our employees and residents. Through transparency, courage, innovation, and trust we are committed to advance equity and transformational change.

We are a proud equal opportunity employer. If you need assistance or an accommodation due to a disability for any phase of the hiring process, please contact our Disability Compliance Office at dco@saccounty.gov or 916-874-7642, CA Relay 711. For more information, visit: Reasonable Accommodation Requests - Job Applicant Instructions

EMPLOYEE BENEFITS

As an employee of the County of Sacramento, there will be a variety of benefits available to you. These benefits currently include: health, dental and life insurance; flexible spending account options for dependent care and unreimbursed dental and/or medical cost; and an employee assistance program (EAP).

GENERAL BENEFITS:

Most employee benefits are similar to the following for all County employees. However, some benefits differ, depending on the employee representation unit to which the employees job classification is assigned. Information about the exact benefits applicable to a particular job classification may be obtained from the Sacramento County Department of Benefits or by visiting www.saccountyjobs.net.

TEMPORARY POSITIONS:

Most benefits do not apply to temporary positions. The explanations of benefits applies to employees in regular positions.

SALARY STEP INCREASES:

The beginning salary and the top of the salary range are usually shown on the job announcement. Upon satisfactory service, salary increases of approximately 5% are given annually until the top of the salary range has been attained.

PAY:

All employees are paid bi-weekly via direct deposit into the employees bank account. The pay period covers fourteen (14) calendar days, starting on a Sunday and ending on the second Saturday thereafter. Salaries are generally paid on the Friday following the end of the pay period. Employees can set up their direct deposit and access their pay information via Employee Self Service in MySacCounty.

VACATION:

Generally, vacation with pay begins at 10 days annually. With increase over a period of years, the maximum annual vacation with pay is 25 days.

HOLIDAYS:

14.5 holidays per year as recognized.

SICK LEAVE:

Equivalent to 15 days annually, unlimited accumulation. Upon retirement, unused sick leave is converted to retirement service credit.

PARENTAL LEAVE:

Entitles a regular County employee, with at least one year of continuous employment, to schedule a paid parental leave of up to 160 hours upon the birth or during the process of an adoption of a minor child. Parental leave shall be approved by the employees appointing authority, except where the granting of the parental leave request would unduly interfere with or cause severe hardship upon department operations.

TUITION REIMBURSEMENT:

Dependent upon union agreements, regular County employees may be eligible to receive Tuition Reimbursement. The costs for course tuition/registration fees and required books/supplies are eligible for reimbursement. Tuition reimbursement amounts may vary depending upon union agreement.

RETIREMENT:

Social Security and Sacramento County Employees Retirement System coverage.

HEALTH INSURANCE:

The County offers a variety of health plan design options to fit individual needs.

DENTAL INSURANCE:

The County provides a comprehensive dental benefit program for regular full-time and part-time employees and their eligible dependents. This plan pays on a set fee schedule that varies by procedure. Any amount over the fee schedule is the employees responsibility. The yearly maximum is $2,000 per person, not including orthodontia. The orthodontic benefit is 50% of covered charges with a lifetime maximum of $1,000 per person.

LIFE INSURANCE:

The County of Sacramento provides a basic life insurance benefit of $15,000 to all eligible employees at no cost. Additional coverage may be purchased through payroll deduction.

DEFERRED COMPENSATION:

The County offers a Deferred Compensation Program which enables employees to save in a systematic way without paying income tax on either the payroll deduction or the earned interest, prior to withdrawal.

EMPLOYEE ASSISTANCE PROGRAM:

The County of Sacramento provides an Employee Assistance Program (EAP) for employees and their eligible dependents. The EAP offers confidential, professional counseling services in areas such as:

  • Legal Advice/Difficult Decisions
  • Marriage or Family Relationships
  • Financial or Credit Worries/Elder Care
  • Alcohol and Drug Abuse

WELLNESS INCENTIVE PROGRAM:

The County will recognize and award time off to eligible employees who maintain an excellent attendance record.

FLEXIBLE SPENDING ACCOUNT:

The County offers regular employees two separate Flexible Spending Accounts (FSAs). These accounts allow employees to set money aside, on a pre-tax basis via payroll deduction, to pay for medical, dental or dependent care expenses.

  • DEPENDENT CARE REIMBURSEMENT ACCOUNT:

Employees may set aside pre-tax dollars to pay for qualified childcare or dependent care expenses that are necessary for the employee and/or spouse to continue working.

  • MEDICAL REIMBURSEMENT ACCOUNT:

The Medical Reimbursement Account allows pre-tax dollars to be set aside to pay for out-of-pocket expenses that are not paid by insurance or reimbursed by any other benefit plan.

WORKERS COMPENSATION:

In case of injury while on the job, each employee is protected under the Workers Compensation laws of California.

SACRAMENTO CREDIT UNION:

The credit union offers loan facilities and systematic saving plans through payroll deduction.

SELECTION AND PLACEMENT

Sacramento County encourages applications from all persons regardless of race, color, ancestry, religious creed, national origin, gender, disability, political affiliation, or age.

Certain age limits may be required by law, ordinance, or Civil Service direction for specific classifications such as those identified with hazardous occupations.

MINIMUM QUALIFICATIONS:

Please read carefully the "Minimum Qualifications" section of your announcement. You must meet those qualifications by the application deadline date unless otherwise specified. Your application must clearly show you meet the minimum qualifications by the application deadline date, or it will not be accepted. All statements are subject to verification.

"Experience" means full-time paid experience unless the announcement states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements.

PROMOTIONAL EXAMINATIONS:

If the announcement indicates the examination is given on a promotional basis, candidates must hold permanent status in Sacramento County Civil Service by the application deadline date and must meet the minimum qualifications.

OPEN EXAMINATIONS:

Any person who meets the minimum qualifications may apply.

CONTINUOUS FILING EXAMINATIONS:

Applicants are eligible to reapply to and retake a continuous filing exam after 6 months from the date the previous exam results was received.

ELIGIBLE LISTS:

Names of qualified persons who made a passing score on an examination are entered, in order of their final grades, on an eligible list. To fill each vacancy, the hiring department will make a selection from among the top three ranks on the employment lists.

EXAMINATION RATINGS:

Unless otherwise stated on the announcement: To be successful, candidates must obtain a rating of at least 70% on each part of the examination. This may be an adjusted score or an arithmetic 70% of the total possible score as determined by the Director.

APPEAL PROCESS:

Persons who believe their applications have been improperly rejected may request the Employment Services Division to review its decision to reject the application. If the applicant desires to submit additional proof of qualifications, such proof must be received by Personnel Services not less than two (2) calendar days prior to the scheduled date for the examination.

Persons who are disqualified in any phase of the examination may appeal such adverse action, in writing, to the Civil Service Commission, 700 H Street, Room 2640, Sacramento, CA 95814, telephone: (916) 874-5586. Such appeals must be filed within thirty (30) calendar days after notice of the adverse action was mailed to the candidate.

FOR MORE INFORMATION PLEASE VISIT OUR FREQUENTLY ASKED QUESTIONS (FAQs): https://personnel.saccounty.net/Pages/EmploymentServicesFAQs.aspx

OTHER INFORMATION

VETERANS PREFERENCE:

Military veterans who have served during wartime shall be given preference in initial appointment to County service. Such preference shall apply, provided the veteran has first achieved a minimum passing score in the examination. The passing score of a veteran shall be annotated to indicate the veterans score shall be regarded as 5 points or higher, OR 10 points higher for disabled veterans, only for the purpose of determining the three ranks along with which the veterans name shall be certified. No score shall actually be changed and no new rank shall be created as a result of application of veterans preference for certification purposes.

"Disabled Veteran" means any veteran who has served during wartime and, who, as of the final filing date for an examination is declared by the United States Veterans Administration or military service department to be 10% or more disabled as a result of his/her military service. Persons claiming eligibility for disabled veterans preference must submit to the employment office, on or before the application deadline date, a certification from the United States Veterans Administration or a military service department, dated within 1 year, which certifies the present existence of a service related disability of 10% or more, or other acceptable proof of such disability as a result of his/her military service.

Persons claiming eligibility for veterans preference must submit a copy of Form DD 214 or other acceptable proof of veterans status on or before the final filing date for the examination. For purpose of this rule "reserve" status does not constitute active duty.

CITIZENSHIP OR AUTHORIZED ALIEN REQUIREMENT:

As required by the Immigration Reform and Control Act, all County employees must be United States citizens or aliens lawfully authorized to work in the United States. Proof of citizenship or authorized status will be required prior to appointment.

CONFLICT OF INTEREST CODE:

Some County Civil Service positions are covered by financial disclosure requirements intended to identify potential conflicts of interest.

CONCURRENT EMPLOYMENT:

No employee may concurrently occupy more than one County position.

SPECIAL SKILL QUALIFICATIONS (WHEN SPECIFIED ON THE APPLICATION):

Persons who have special skills required by some (but not all) positions in a class may be certified ahead of others provided that:

Such special skills are based on the duties and requirements of the positions and are in conformance with merit system and equal opportunity principles, and

The certification of eligibles who possess special skills have been approved by the Civil Service Commission.

PRE-EMPLOYMENT MEDICAL EXAMINATION & DRUG TESTING:

The County of Sacramento is committed to maintaining a drug and alcohol free workplace. All persons selected for appointment to positions must pass a medical examination and a drug test, administered by the County at no cost to the applicant.

DRIVER LICENSE:

Possession of a valid California Driver License may be required for some positions.

PROBATIONARY PERIOD:

Regular positions are subject to a probationary period which is an extension of the selection process. Unless otherwise indicated on the announcement, the probationary period is six (6) months.

FINGERPRINTING AND CRIMINAL RECORD CHECKS:

Fingerprinting and criminal record checks are required for some positions.

01

The following Supplemental Questionnaire is the Civil Service Exam for this position and will be used to determine your exam score. All experience, education, and/or training used to answer the supplemental questions must be included on your application.

In order to receive every consideration in the selection process, you must complete all questions with concise but detailed answers and provide all requested information. Each answer will be scored separately. References such as See Resume as a response will not be scored.

By continuing in the exam process, you are certifying that all information provided in the Supplemental Questionnaire is true to the best of your knowledge.

  • I have read and understood the above instructions.

02

Select the one box that best describes your education from an accredited college or university.

  • None.
  • Some completed coursework, but less than thirty (30) semester or quarter equivalent units.
  • Thirty (30) but less than sixty (60) semester or quarter equivalent units.
  • Associate's degree, or sixty (60) or more semester or quarter equivalent units.
  • Ninety (90) or more semester or quarter equivalent units, including thirty (30) or more semester or quarter equivalent upper division units leading toward a Bachelor's degree.
  • Bachelor's degree.
  • Master's degree or higher.

03

If you have earned a Bachelor's degree or higher from an accredited college or university, select the one box that best describes the field of study your degree is in.

  • Accounting.
  • Business Administration.
  • Economics.
  • Finance.
  • Public Administration.
  • Other field closely related to the intent of Investment Officer.
  • Other field NOT closely related to the intent of Investment Officer.
  • No Bachelor's degree or higher.

04

Select the one box that best describes the highest level Chartered Financial Analyst (CFA) certification you possess.

  • Level I.
  • Level II.
  • Level III.
  • I do not possess a Chartered Financial Analyst (CFA) certification.

05

Select all the boxes that best indicate the active licensure/certification(s) that you currently possess.

  • Certified Government Investment Professional (CGIP).
  • Certified Investment Management Analyst (CIMA).
  • Certified Public Accountant (CPA).
  • Certified Public Finance Officer (CPFO).
  • Chartered Alternative Investment Analyst (CAIA).
  • Other applicable training, licensure, certification or continuing education not indicated above.
  • None of the above.

06

Select the one box that best describes your full-time paid experience in a commercial or governmental organization in professional level accounting, commercial or investment banking, cash management, or the administration of investment instruments which may include analyzing/recommending investment risks/policies and buying/selling income investments.

  • None.
  • Some experience, but less than three (3) years.
  • Three (3) years, but less than five (5) years.
  • Five (5) years, but less than seven (7) years.
  • Seven (7) years, but less than nine (9) years.
  • Nine (9) or more years.

07

Select all the boxes that best describe the short term and long term money market securities investment area(s) in which you have three (3) or more years of paid experience.

  • Bankers Acceptances.
  • Certificates of Deposit.
  • Commercial Paper.
  • Federal Funds.
  • Municipal Securities.
  • Real Assets/Infrastructure.
  • Repurchase Agreements.
  • Supranational Securities.
  • U.S. Government Securities.
  • U.S. Treasury Securities.
  • None of the above.

08

For the selection(s) you made in Question 7, select the one box that best describes the size of the portfolio.

  • None.
  • Less than $100 million.
  • At least $100 million, but less than $500 million.
  • At least $500 million, but less than $1 billion.
  • At least $1 billion, but less than $5 billion.
  • $5 billion or more.

09

For the selections you made in Questions 7 and 8, select the one box that best describes your level of involvement in developing the investment strategy.

  • Led an investment team in developing the strategy.
  • Independently developed the strategy.
  • Actively participated, but did not lead, in developing the strategy.
  • Provided research for those developing the strategy.
  • None of the above.

10

Select all the boxes that best describe your paid experience with money market research.

  • Assessing the availability of cash, liquidity risk, and safety of investments.
  • Evaluating specific, short-term debt instruments.
  • Monitoring compliance requirements.
  • Reviewing investment instruments and product offerings.
  • Tracking interest rates, yield curves, and the spread between different money market instruments.
  • None of the above.

11

Select the one box that best describes your highest level of responsibility in managing an organization's asset liability management functions.

  • Managed the organization's asset liability management functions.
  • Directly involved in managing asset liability management functions.
  • Managing cash flows for organization's investment proceeds.
  • Reporting, compliance and monitoring of institutional funds.
  • None of the above.

12

Select all the boxes that best describe your experience preparing written reports, analyzing portfolio performance and investment activities, and/or making recommendations regarding your findings.

  • Analyzing and developing recommendations regarding portfolio performance and investment activities.
  • Monitoring portfolios, compiling data, and preparing monthly portfolio reports.
  • Preparing materials for persons directly responsible for investment decisions.
  • Presenting and explaining report findings to management and/or board.
  • Using services, applications, or other third-party information to create charts used to monitor portfolio performance and investment activities.
  • None of the above.

13

Select all the boxes that best describe your paid experience analyzing and reporting on trends in economic and financial markets on a regular basis.

  • Assessing the impact on the fund's long-term goals and risk tolerance objectives.
  • Assisting with the analysis and reporting of economic and financial trends in public or private markets.
  • Compiling economic and financial data for public or private markets.
  • Making and/or offering corresponding investment recommendations in public and private markets.
  • Primarily responsible for analyzing and reporting on economic and financial markets.
  • Researching the trends of economic and financial markets and compiling economic and financial data.
  • None of the above.

14

Select all the boxes that best describe your experience developing and composing documents related to your qualifying experience.

  • Analytical and statistical reports.
  • Contract documents.
  • Investment reports.
  • Memoranda of understanding.
  • Policies and procedures.
  • Presentation materials.
  • Reports to governing bodies (Boards, Commission, Councils, etc.).
  • Request for proposal (RFP).
  • Reviewed, edited and approved documents composed by others.
  • None of the above.

15

Select all the boxes that best describe a role you have experience fulfilling for your employer on a regular basis.

  • Establishing and maintaining effective working relationships with security brokers, members of the banking community, members of investment organizations, Board Members, and fellow workers.
  • Representing your employer with other professionals such as trade associations.
  • Representing your department or division in activities and meetings with other departments or divisions.
  • None of the above.

16

Select the one box that best describes your level of responsibility and experience with budgets.

  • Monitoring and working within a budget.
  • Proposing and assisting with developing budget amounts and monitoring budget.
  • Developing, preparing, analyzing, and monitoring budget.
  • None of the above.

17

Select all the boxes that best describe the computer programs you are proficient in and use on a regular basis in the administration of your job. You may be required to demonstrate your proficiency during the interview process.

  • Bloomberg Terminal, or similar software.
  • Enterprise Resource Planning (e.g. SAP, COMPASS, PeopleSoft, etc.).
  • Microsoft 365 or similar software.
  • Microsoft Access or similar software.
  • Microsoft Copilot or similar software.
  • Microsoft Excel or similar software.
  • Microsoft Outlook or similar software.
  • Microsoft PowerPoint or similar software.
  • Microsoft Teams or similar software.
  • Microsoft Word or similar software.
  • Portfolio Management System (e.g., SymPro, Integrity, Kyriba, etc.)
  • None of the above.

18

Describe in detail your education, training, and experience as it pertains to the position of Investment Officer with the County of Sacramento. For all experience listed, provide the following information if applicable:

  • Job title(s)
  • Employer(s)
  • Department/unit
  • Dates of employment
  • Primary duties and responsibilities to support and further clarify the experience selected in response to all prior supplemental questions, as well as, other applicable duties performed

If you have no relevant education, training, or experience, please write "None".

19

The County of Sacramento is committed to maintaining a drug and alcohol free workplace. All persons selected for appointment must pass a drug test administered by the County and at no cost to the applicant.

I understand, if offered conditional employment, I will be subject to a drug test administered by the County as described in Sacramento County Personnel Ordinance Section 2.78.030.

  • Yes.
  • No.

20

I have read the General Requirements and Other Requirements as stated on the job announcement.

  • Yes.

21

Select the one box that best describes whether you have attended a career fair and/or job event where you have interacted with representatives from Sacramento County.

  • Attended in the last one (1) - three (3) months.
  • Attended in the last four (4) - six (6) months.
  • Attended in the last seven (7) months - one (1) year.
  • Attended an event more than one (1) year ago.
  • Have attended a career fair and/or job event but did not interact with Sacramento County representatives.
  • Have not attended a career fair and/or job event.

22

List the following for the career fair and/or job event you attended:

  • Name of event
  • Location of event
  • Month and year of event

If you have not attended an event where you interacted with representatives from Sacramento County, please write "None".

Required Question

Employer County of Sacramento

Address 700 H Street, Room 4667

Sacramento, California, 95814

Phone (916) 874-5593

Website http://www.saccountyjobs.net

About the Company

S

Sacramento County Council