PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Investment Division of the Office of the State Treasurer, this class is accountable for managing one or more investment programs or trust funds (e.g., real estate, short term, equities, international trade, etc.).
Receives general direction from an investment officer or other employee of a higher grade.
Supervises professional and clerical staff as assigned.
EXAMPLES OF DUTIES
Plans, directs and coordinates the implementation and operation of an investment program or trust fund (e.g., real estate, short term, equities, international trade etc.); maintains close contact with government and private sector officials (e.g., investment banking firm employees, external investment advisors, financial consultants, bank officials, corporate treasurers, clients of the Investment Division, etc.); conducts periodic reviews of on-going investment programs and recommends changes in strategy as required; stays informed on events and other factors which could affect investment programs; conducts feasibility reviews of potential investments and makes appropriate recommendations; analyzes economic indicators in investment markets; decides priorities of investment options; maintains appropriate performance records; prepares reports requested by the State Treasurer; performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
Considerable knowledge of investment practices and procedures; considerable knowledge of specific disciplines required for performance of duties (real estate, short term, etc.); considerable oral and written communication skills; considerable ability to analyze and evaluate investment alternatives; considerable ability to prepare financial and analytical reports; considerable ability to plan and maintain appropriate controls and records of investment transactions; supervisory ability.
In accordance with Section 3-13a of the General Statutes.
JOB CLASS DESIGNATION
This cancels the existing classes of Investment Officer (Equities Trader) in Salary Group MP 69 approved effective January 1, 1988, Investment Officer (Real Estate) in Salary Group MP 69 approved effective April 6, 1979 and Investment Officer (Short-Term) in Salary Grade MP 69 approved effective June 23, 1983.