Tuesday, September 30, 2014

Credit Analyst, County of Orange, Treasurer - OC

Credit Analyst (Administrative Manager I), County of Orange, Treasurer-Tax Collector - OC

This recruitment is open to the public. Online applications are currently being accepted, this recruitment will be open on a continuous basis; however the deadline for the first round of consideration is: Thursday, October

Reporting to the Assistant Treasurer-Tax Collector – Investments, this position provides administrative and  analytical support to the Investments Division. The position develops and maintains a quantitative and  qualitative credit analysis system to rate investment issuers; provides daily, weekly, monthly, quarterly and annual written credit updates, and at least monthly provides credit analysis on approved issuers and related industries to the Credit Investment Committee; maintains and prepares credit templates for a variety of investment types; researches and analyzes new types of securities for possible inclusion in the portfolios; develops and maintains various credit related statistical reports; produces forecasts and reports for the Treasury Investment Committee on business, industry, and economic conditions for use in making investment decisions; provides backup support to the investment officers on the trading desk; prepares month-end Investment Division reporting; and assists in supervising college interns who support the credit function.

The ideal candidate will have:
• A bachelor's degree in finance, accounting, economics, business, or other closely related field of study
• Five or more years of full-time experience conducting credit analysis of different types of securities in a public agency, commercial bank, investment banking firm, brokerage firm or large corporation
• Strong knowledge of financial statement analysis, accounting principles and practices, corporate bonds trade settlement, credit ratings, financial reporting, capital markets, research providers, and cash management calculations and forecasts
• Chartered Financial Analyst (CFA) certification
• Excellent English grammar and composition skills
• Ability to organize and prioritize multiple tasks and meet deadlines
• Ability to work in a time sensitive environment

In addition to education and experience described in the desirable qualifications, the successful candidate will also have knowledge, skills, and abilities which would demonstrate the following competencies:
• Performs accounting, investment analysis, treasury analysis, market analysis, investment reporting or investment performance measurement
• Demonstrates experience in a portfolio management firm
• Demonstrates experience in trading (buying and selling bonds)
• Knowledge of California Government Code on Investment Guidelines and Policies
• Knowledge of mathematics, statistics, and statistical analysis
• Experience with Bloomberg, AIM, Capital IQ, SunGard's, AvantGard, Quantum, or other investment systems
• Strong computer proficiency; skilled in Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint
• Evaluates the credit worthiness of corporations and financial institutions
• Performs credit analysis, problem solving and providing technical support related to preparing
management agenda
• Monitors and accesses internal and outside credit analysis, downgrade warnings, current financial
status, and holding disclosures for corporate users
• Experience with automated investment system with applications for trading, credit, and other financial analysis
• Guides and directs others toward meeting business objectives, while encouraging openness, creativity and innovation
• Strong strategic thinker who independently seeks opportunities and leads by example
• Aligns team/business unit with organizational strategies and objectives
• Uses management skills to roll out organizational initiatives
• Demonstrates ability to resolve conflict and develop collaboration
• Demonstrates the ability to understand and respect multiple perspectives
• Works collaboratively to align personal development and goal achievement with business objectives
and company vision
• Models behavior that demonstrates strong work ethic and high level of personal integrity and
• Accurately identifies issues, impacts and solutions
• Researches, organizes, accurately interprets and applies relevant data
• Knowledge of data collection techniques and analysis
• Conducts analytical research projects in an independent manner
• Integrates new ideas and contemporary approaches into problem solving
• Demonstrates strong attention to detail and high level of accuracy
• Exercises appropriate judgment in answering questions and releasing information
• Analyzes and projects consequences of decisions and/or recommendations
• Demonstrates ability to prepare graphic presentations and orally deliver presentations, management
reports, and audit responses
• Demonstrates ability to prepare complex written communications
• Presents ideas and complex material clearly, concisely, logically and persuasively both orally and in
• Ability to produce and present forecasts and reports on business, industry and economic conditions for presentation to a committee
• Promotes open, candid information sharing across organizational boundaries
• Listens effectively to others
• Deals effectively with various levels of organization
• Readily and routinely shares technical knowledge with others

All levels in the management series require experience directly related to the level of leadership, planning, problem solving, analysis program management and supervision required for a specific position. An educational degree in a specific area of study may be required for some positions.

Education/Experience: Two years of experience directly related to the competencies and attributes noted above. A bachelor’s degree in a related area of study may substitute for the required experience.
For details on this classification, please visit our website at http://ocgov.com/gov/hr/.

The salary for this position is $53,040.00 - $105,456.00 annually.

For information regarding this recruitment, contact Melanie Ramos at (714) 834-7320 or by e-mail at

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