Investment Manager

Carroll County Government

$80K — $144K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration or related field
  • 5+ years of relevant experience
  • 3+ years of supervisory experience
  • Advanced knowledge of GAAP and GASB
  • Strong analytical thinking skills

Responsibilities

  • Summarize investment data and report on financial trends
  • Manage and supervise special revenue funds
  • Determine investment timing and execute trades
  • Analyze financial statements and economic information
  • Coordinate preparation of financial reports and audits

Benefits

  • Generous paid time off
  • 13 Paid Holidays
  • Flexible schedules and remote options
  • Comprehensive medical plans with no deductibles
  • Pension, 401k, and 457 Retirement Accounts
  • Up to $9,000 in Tuition Assistance annually
Full Job Description
Investment Manager

Information
  • Pay Range (Grade): $80,247 - $144,415 (A500)
  • Other Compensation Offered: Flexible Work Schedule, Limited Hybrid Telework Arrangements
  • Employment Type: Full-Time, 40 hours per week
  • Organization: Comptroller - Accounting
  • Location: County Office Building
  • Reports to: Division Manager, Accounting
  • Leadership Duties: Yes - People Leader
  • Classification: Exempt (40753)

What You Will Do

As part of the Department of the Comptroller, you will take ownership of the special revenue funds and investments for the County. Under the direction of the accounting leadership, your expertise in accounting and reporting, as an investment officer (supervisor), will ensure that financial statements are prepared in a timely and accurate manner. You will manage the overall financial activities of all special revenue funds within our organization; the leadership you provide will support the accounting team and ensure work meets established deadlines and standards while complying with all laws and regulations. You will greatly impact the County's investment portfolio and ability to make rational investment decisions.

Essential Duties
  • Summarize data describing current and long-term trends in investment risks and economic influences. Report on price, yield, and stability of portfolio.
  • Manage the overall direction, coordination, and evaluation of special revenue funds for the County. Supervise and support accounting staff responsible for the various funds while monitoring the quality of their work.
  • Determine investment timing and execute trades. Recommend modifications to investment policy.
  • Analyze financial statements, regulatory and economic information, and current trends.
  • Analyze the special revenue funds as well as all bank and general ledger cash balances.
  • Support various accounting and record keeping including analyzing financial actions and preparing recommendations. Coordinate in the preparation of the County's Annual Comprehensive Financial Report (ACFR), Schedule of Expenditures of Federal Awards (SEFA), Single Audit, and Uniform Financial Report (UFR).
  • Develop and maintain statistical tables, reports, and other technical reports for the special revenue funds, management, and other governmental agencies
  • Maintain up-to-date knowledge of accounting practices and complete required continuing education training
  • Determine work procedures and prepare work schedules to expedite workflow for the accounting team.
  • Review budgets for the office. Recommend reallocating resources when necessary.
  • Implement standards through policies, procedures, and work schedules. Lead team training to reinforce integrity, ethics, and use of best practices.
  • Encourage collaboration and support team members work and development through mentorship. Build and maintain a welcoming workplace.
  • Maintain transparent communication to support flow of information in the organization.
  • Lead team operation to meet standards set in Federal, State, and local laws. Partner with legal counsel to ensure policies, procedures, and practices follow applicable Carroll County ordinances.
  • May perform additional duties in supervisor's absence.

How You Will Succeed

Your Skills
  • Generally Accepted Accounting Principles (GAAP) (Advanced)
  • Governmental Accounting Standards Board (GASB) (Advanced)
  • Financial Management Systems (Intermediate)
  • Analytical Thinking (Advanced)
  • Microsoft Office Suite (Advanced)

Your Strengths
  • Service Excellence
  • Decision Making
  • Collaborating with Others
  • Exemplifying Integrity
  • Holistic Thinking
  • Inspirational Leadership
  • Digital Literacy
  • Continuous Learning
  • Accounting and Financial Systems, Processes, and Technology
  • Accounting and Reporting
  • Cash Management
  • Data Literacy

You Might Be a Good Fit If

Education and Experience
  • Bachelor's degree in business administration or a related field
  • Five or more years of related experience
  • Three or more years of supervisory experience or demonstrated ability to perform supervisory duties.
  • A comparable amount of education and experience may be substituted for the minimum requirement.

Preferred Licenses and Certifications
  • Certified Public Finance Officer (CPFO), Treasury and Investment Management
  • Certified Public Finance Officer (CPFO), Accounting and Financial Reporting

Additional Information
  • Requires criminal background check as condition of employment.
  • May be required to work outside of standard hours.

All the Benefits You Need

Carroll County Government is dedicated to fostering a culture focused on the total well-being of our employees. For eligible employees, this includes:
  • Generous paid time off
  • 13 Paid Holidays
  • Flexible schedules and remote options, when applicable
  • Comprehensive, no deductible medical plans including prescription and vision coverage, low-cost dental plan, and County paid basic life insurance.
  • Pension, 401k, and 457 Retirement Accounts
  • Up to $9,000 in Tuition Assistance per fiscal year

Find out more here: Carroll County Government | Carroll County, Maryland (carrollcountymd.gov)


Questions or need assistance? Please contact us at [email protected] , via telephone at 410-386-2129 or stop by our office at 225 N. Center Street, Room 100, Westminster, MD 21157 during normal business hours.

Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.

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