Location: Government Center East - 115 South Andrews Ave, Fort Lauderdale, Florida
Type: Full Time
Preferred Education: Bachelors Degree
Salary: $70,555.89 - $112,607.04
Financial Planning & Analysis (FP&A)
Internal Number: 1406778
The Broward County Board of County Commissioners is seeking qualified candidates for Investment Finance Specialist.
This position performs professional level work in the financial management of County funds. Employees in this class are charged with the investment and cash management of County funds, pursuant to County policy, ensuring safety, liquidity and yield objectives are attained. This position should not be confused with a private investment broker job. While the County wants to earn proceeds from its investments, the investment portfolio is ultimately designed to meet the cash flow needs of the County so that funds are available to cover disbursements and fund County programs for its citizens. General supervision is received from an administrative superior who reviews work for conformity with established policies and procedures and attainment of desired objectives through conferences and review of reports.
General Description Manages the investment portfolio of the County. Works independently, under limited supervision, reporting major activities through periodic meetings.
Candidates should have the following knowledge, skills, and abilities:
Comprehensive, hands-on experience with fixed income investments and knowledge of the various products.
Considerable knowledge of cash/investment policy and analysis.
Demonstrable knowledge and/or experience with public finance (i.e., public revenue, public expenditure, and public debt).
Knowledge of banking products and services
Knowledge of personal computers and their applications common to financial management operations and analysis.
Ability to read and understand financial statements and apply ratios for financial analysis.
Ability to apply managerial skills including planning, organizing, coordinating projects and maximizing resources to satisfy financial management criteria.
Ability to work in a team and collaborate with co-workers and various internal agencies.
Ability to apply business math skills to incorporate quantitative methods for business and economic analysis and in the monitoring of fiduciary accountabilities.
Ability to apply financial trends, techniques, methods and procedures to facilitate problem solving, evaluate risks, discern alternatives and implement investment strategies consistent with statutory requirements and County goals and objectives.
Skills to utilize complex applications and programs to accomplish analysis that results in maximization of investments and minimization of idle assets.
Minimum Education and Experience Requirements Requires a Bachelor's degree from an accredited college or university with major coursework in finance, business administration or closely related field.
Requires two (2) years in cash/debt management, investment securities and strategies, banking systems and services, and financial analysis or closely related experience.
Special Certifications and Licenses Required None.
Masters Degree in related field
Certified Treasury Professional
Chartered Financial Analyst
Certified Government Investment Professional
Certified Public Accountant
Certified Government Financial Manager
Certified Government Finance Officer
Five (5) years or greater experience in investing and cash management
PeopleSoft Treasury Module Experience
Bloomberg Terminal Experience
Microsoft Excel Mastery (i.e. Pivots, Macros, V-Lookups etc.)