Investment Analyst Trainee

The Job


Start your career with a Professional Team responsible for supporting the County's Investment Pool and Cash Management Program!


The Auditor-Controller/Treasurer/Tax Collector's (ATC) office has a current vacancy for Investment Analyst Trainee who will receive training in the support of the County's 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.

COMPETITIVE SALARY & BENEFITS

3% Annual Across the Board Salary Increase on February 2025**

Bi-annual step increases of 2.5% up to Step 16

As an alternative to the traditional benefits package, you may also be eligible to elect the Modified Benefit Option (MBO) that provides an increased base rate of pay (4% above the base rate of pay) with modified benefits. For more detailed information on the MBO for Exempt Group, refer to the MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide .

CONDITIONS OF EMPLOYMENT

Promotion: Investment Analyst Trainees are eligible for promotion to Investment Analyst ($84,156 - $120,307 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.

Sponsorship: San Bernardino County is not able to consider candidates who will require visa sponsorship at the time of application or in the future.

**Salary increases contingent upon Property Related Revenue and/or statewide Proposition 172 Sales Tax Collections performance.

Minimum Requirements

REQUIRED:
EDUCATION
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.
**No experience required.**

IMPORTANT NOTES:

EDUCATION
Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services.

Desired Qualifications

Bachelor's or Master's Degree in finance, progressively responsible finance experience, and a Chartered Financial Analyst candidate are highly desirable.

Selection Process

Examination Procedure :
There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible, as resumes will not be reviewed in lieu of the application materials.

Application Procedure :

Please complete and submit the online employment application and supplemental questionnaire by 5:00 pm, Friday, November 08, 2024 .

To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application.

If you require technical assistance, please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application.

EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants.
ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline.
Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points.

For important information on employment processes and submitting job applications, see links below:
Guide to Completing a County Job Application

Applicant Information and the County Employment Process

Exempt Unit-Group D

The County of San Bernardino offers a range of benefit programs for employees and their eligible dependents. These include health, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked.

For a summary of benefits, please click here .

Refer to the appropriate MOU, contact the County's Employee Benefits and Services Division at (909) 387-5787 or visit the Benefits website for more detailed information at hr.sbcounty.gov/employee-benefits/ .

Closing Date/Time: 11/8/2024 5:00 PM Pacific

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• San Bernardino County

• 9093878304

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