Investment Analyst

County of San Diego - San Diego, CA4.1

Become a part of a great team, working for one of the largest investment pools in the State of California.

The County of San Diego is seeking a self-motivated Investment Analyst with exceptional attention to detail and research skills.
If this is you, apply for this wonderful opportunity today!

The County of San Diego's Treasurer-Tax Collector is currently accepting applications for the position of Investment Analyst. The Investment Analyst will provide analytical and administrative support to the Treasury & Investment Division in investment trade transmission, verification and settlement, recording investments, analyzing cash reporting, conducting investment research, special projects and studies, and preparing presentations to Pool Participants.

As an Investment Analyst, you will support portfolio managers such as the Chief Investment Officer and Investment Officers in a broad spectrum of tasks including treasury operations, reporting, compliance and performing research related to macroeconomic trends, industry, market, and company specific issues; government regulations and potential investments; and other special projects as assigned.

The ideal candidate will have strong computer skills including advanced Excel modeling skills and knowledge of market based tools such as Bloomberg; excellent verbal and written communication skills; exceptional customer service skills and professional attitude; detail oriented with accuracy in work tasks; ability to use sound judgement to analyze data; strong organizational and analytical skills; strong work ethic and values; conducts duties of the position with the highest integrity.

Please click here to view the complete job description for this position.


A bachelor's degree from an accredited U.S. college or university, or a certified foreign studies equivalency in finance, accounting, economics, mathematics, business or a closely related field, AND, two (2) years of full-time professional experience in a public agency or financial institution performing investment analysis, treasury analysis, market analysis, investment reporting or investment performance measurement.

Note: A master's degree from an accredited U.S. college or university, or a certified foreign studies equivalency in finance, accounting, economics, mathematics, business or a closely related field may substitute for up to one (1) year of the required experience. Additional years of qualifying experience may substitute for the education requirement on a year-for-year basis.


Communicates Effectively, Knowledge Worker, Customer Focused, Values and Respects Others, Drives to Excel, Teamwork and Collaboration, Continuous Learning, Demonstrates Ethical Behavior, Supportive of Change, Attention to Detail, Desire for Efficiency and Process Improvement


In order for your education to be considered, you must attach a copy of your degree, transcripts, diploma, foreign equivalency report and/or certifications to your application. Please submit only the documents required. Degree verifications must be in an unalterable format.


The names of qualified applicants will be placed on a (12) twelve month employment list based on scores received during the evaluation contained on their employment and supplemental applications. Please ensure all information is complete and accurate as the responses you provide on the supplemental application questionnaire will be reviewed using an automated evaluation system. If you are successful in the initial screening process your application will be reviewed individually to confirm that the information you provided is accurate and qualifying.


Reasonable accommodation may be made to enable an individual with qualified disabilities to perform the essential functions of a job, on a case-by-case basis.

The County of San Diego and its employees embrace the Live Well San Diego initiative to improve the health and wellness of all County residents. Click here for more information

Under California Government Code Sections 3100 - 3109, public employees are designated as disaster service workers. The term "public employees" includes all persons employed by the state or any county, city, state agency, or public district. Disaster service workers are required to participate in such disaster service activities as may be assigned to them by their employer or by law.

The County of San Diego is committed to valuing diversity and practicing inclusion because our diverse workforce is our greatest asset and our customers are our number one priority.