Position Information

NY HELPNo

AgencyTaxation & Finance, State

TitleAssistant Investment Officer

Occupational CategoryFinancial, Accounting, Auditing

Salary Grade18

Bargaining UnitPS&T - Professional, Scientific, and Technical (PEF)

Salary RangeFrom $51268 to $65190 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 10%

Schedule

Workweek Mon-Fri

Hours Per Week 37.50

Workday

From 9 AM

To 5 PM

Flextime allowed? Yes

Mandatory overtime? No

Compressed workweek allowed? Yes

Telecommuting allowed? No

Location

County Albany

Street Address 110 State Street

City Albany

StateNY

Zip Code12207

Job Specifics

Minimum Qualifications Eligible for appointment via a 70.1 transfer from Head Clerk Purchase (SG-17), Senior Accountant (SG-18), or Sr. Municipal Financial Analyst (SG-18).

Or eligible for provisional appointment to the Assistant Investment Officer Trainee 1 title (NS equated to a SG-14) using existing minimum qualifications of:

A bachelor's degree in investment, business administration, finance, management or economics with 24 credits in any combination of accounting, finance, investment, statistics, actuarial science, marketing, economics, or real estate.

Duties Description The Assistant Investment Officer would, under the supervision of the Associate Investment Officer:

Determine each day’s investment maturities.

Collect bids and offers on investment transactions from broker/dealers.

Prepare trade tickets for each investment transaction

Prepare bank wires.

Perform collateral substitutions for cash and investment transactions.

Perform mark to market securities in investment portfolio.

Complete special projects for management as needed.

As an Assistant Investment Officer, in general, you would assist higher level staff in the analysis and management of investments, assist in the trading of U. S. Treasury securities, repurchase agreements, and certificates of deposit.

You will prepare detailed analysis of investment offerings, maintain and/or develop relevant statistical data, and prepare correspondence and documents in connection with purchases and sales of investments.

Additional Comments Assistant Investment Officer Trainee 1 beginning salary range is $41,170

Position may be filled as provisional

Work hours to be determined

Alternate work schedule is possible

Some positions may require additional credentials or a background check to verify your identity.

Contact Information

Name Marcia Agnew

Telephone 518-474-4250

Fax 518-435-8619

Email Address Marcia.Agnew@tax.ny.gov

Address

Street PO Box 22119

City Albany

State NY

Zip Code 12201

 

Notes on ApplyingPlease send resume and completed applicant history form to Marcia Agnew via fax, e-mail, or USPS to the above location.