Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector (0953) role.

Rezi rewrites your resume against City and County of San Francisco's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector (0953) posting at City and County of San Francisco — free, in seconds.

About the Role

The Chief Investment Officer (CIO) is responsible for overseeing the investment and management of the City and County’s $19+ billion Treasurer’s Investment Pool. This role ensures compliance with legal and fiduciary obligations while maximizing returns within risk parameters. The CIO manages and implements an asset/liability investment strategy, monitors market conditions, and ensures the safety, liquidity, and performance of portfolio funds in alignment with statutory requirements and the City and County’s investment policies.

Responsibilities

Maintain and execute an investment strategy of asset/liability management that aligns with the City & County’s investment mandates of safety of principal, liquidity needs, and risk tolerance.
Manage a diversified portfolio, ensuring prudent asset allocation and risk management.
Monitor market conditions, interest rate trends, and economic indicators to make informed investment decisions consistent with the asset/liability strategy.
Develop and maintain the Treasurer’s Investment Pool cashflow profile and five-year cash forecasting models.
Manage the Pool’s duration/average maturity consistent with its liquidity needs.
Conduct performance analysis and identify potential opportunities to optimize portfolio returns.
Maintain applicable securities broker and dealer relationships to affect efficient securities trade execution.
Understand trading costs and employ a trading strategy consistent with trade and portfolio size.
Provide expert knowledge to other City agencies regarding investment services.
Ensure investments comply with federal, state, and local laws governing public funds, as well as internal investment policies.
Maintain fiduciary oversight of treasury investments, upholding ethical and legal obligations.
Prepare and present investment reports to the City and County’s Credit and Investment Committee, Treasury Oversight Committee, the Board of Supervisors, and Pool participants.
Develop and maintain the City and County’s investment policies and procedures for investment risk management.
Advise the Investment and Credit Committee of any events or developments that potentially may impact the Pool’s liquidity needs and threats to maintaining safety of the Pool’s principal.
Provide regular updates on portfolio performance, market conditions, and investment strategy to Pool participants.
Collaborate with auditors, legal advisors, and financial consultants to ensure transparency and regulatory compliance.
Present investment recommendations and risk assessments to government boards and committees.
Ensure the timeliness and accuracy of various reports necessary for audit purposes, pool participant requests, and GASB requirements.
Foster relationships with external financial institutions, investment advisors, and banking partners.
Lead the development of technology and systems to enhance investment monitoring and reporting.
Direct activities of staff: delegating transaction authority, preparing investment management reports, investment analysis, credit research, and promoting a team environment and staff development.
Consult with various stakeholders in connection with investment policies, pooled portfolio treasury management services, financial issues, and technology or system changes.
Manage contracts and negotiate with vendors; partner with external financial management consultants.
Serve as a leader in the field of managing public funds and an active member in professional educational organizations.

Requirements

Apply to this posting and submit your SmartRecruiters application.
Upload most updated resume and cover letter during the application submission process.
Possession of a baccalaureate degree in economics, finance, business administration, or related field from an accredited college or university.
Six (6) years of progressive management and buy-side experience in the management of short duration fixed income portfolios.
Buy-side experience should include: asset/liability matching portfolio strategy; understanding of the mandates for managing public funds and fixed income markets; trading fixed income securities using electronic trading platforms; management of trading costs; capital market and economic trends and conditions impact on portfolio liquidity needs; and cash flow modeling.
All six (6) years of this experience must include supervising a team of professionals.
Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process.
All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your SmartRecruiters application by the filing deadline.
Information must be entered into the SmartRecruiters applicant tracking system under the headings for Experience and Education.
Resumes will not be accepted in lieu of a completed City and County of San Francisco application.
Applications completed improperly may be cause for ineligibility or disqualification.
Candidates deemed qualified must complete all subsequent steps to advance in this selection process.
The selection process will include evaluation of applications in relation to minimum requirements.
Depending on the number of applicants, the Department may establish and implement additional screening mechanisms to comparatively evaluate the qualifications of candidates.
Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process.
Information About the Hiring Process
Conviction History
Employee Benefits Overview
Equal Employment Opportunity
Disaster Service Worker
ADA Accommodation
Right to Work
Copies of Application Documents
Diversity Statement
Visit https://careers.sf.gov/ and begin the application process.
Select the “Apply Now" button and follow instructions on the screen.
Upload most updated resume and cover letter during the application submission process.
Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date.
Applicants must ensure that email from CCSF is not blocked on their computer by a spam filter.
Applicants will receive a confirmation email that their online application has been received.
Retain this confirmation email for your records.
Failure to receive this email means that the online application was not submitted or received.
If you have any questions regarding this recruitment or application process, please contact, Eric Louie at [email protected].

Skills

Chartered Financial Analyst (CFA), Certified Treasury Professional (CTP), or equivalent designation preferred.
Experience in buy-side investment management of short duration fixed income portfolios.
Experience investing within the mandates outlined in the California Investment Code of safety of principal, liquidity and then achieving a market rate of return.
Strong knowledge of public fund investment laws, fixed-income markets, and risk management practices.
Proven track record of managing large investment portfolios in a fiduciary capacity.
Extensive expertise in trading fixed-income securities, money markets, and public sector investment vehicles, to include use of electronic trading platforms.
Strong analytical and decision-making abilities.
Excellent communication and presentation skills.
High ethical standards and fiduciary responsibility awareness.
Proven managerial ability to partner with treasury executive team and peers; direct investment staff and delegate authority.
Strong communicator and ability to maintain effective broker-dealer relationships.
Experience in portfolio analysis, risk management, cash-flow forecasting, and modeling.
Knowledge of industry regulations, policy and best practices.
Knowledge of investment management systems, technology, and controls.
Experience in vendor/contract negotiation/management.

Location

San Francisco

Work Type

Permanent Exempt (PEX)
Regular

Experience Level

Six (6) years of progressive management and buy-side experience
Supervising a team of professionals

Education Level

Baccalaureate degree in economics, finance, business administration, or related field

Salary/Compensations

$200,538 - $255,996 (Range A)
Range B ($256,022 - $296,322)

Benefits

Employee Benefits Overview

About the Company

The Office of the Treasurer & Tax Collector serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco.
As the entity responsible for safeguarding the City’s money, the Office uses this expertise and authority to assist San Francisco residents through award-winning programs and initiatives that help low-income families build economic security and mobility.
We are committed to providing excellent services for taxpayers, customers, and our community.
By promoting diversity, equity, and inclusion, we are a stronger, smarter, and more informed government agency.

Equal Opportunity

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply.
Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.