Investment Technician (Unclassified)

The Office of the State Treasurer exists to provide and ensure effective financial management of public resources, high standards of professionalism and integrity, and expanding opportunity for State of Connecticut residents and businesses.

We are recruiting for an Investment Technician to support the Short Term Investment Fund.  This is a full-time (40 hours, Monday - Friday) position centrally located in Hartford, CT  Please note that this position is unclassified and is appointed by the Treasurer in accordance with Section 3-13a of the Connecticut General Statues (CGS).

All applicants must include a resume within the "Resume Tab" of their application.  Applicants invited to interview may be required to submit additional documentation, which supports their qualification(s) for this position.  These documents may include:  performance reviews, supervisory references, college transcripts, licensure, etc., at the discretion of the hiring agency.

Should you have questions pertaining to any phase of this recruitment, please contact the hiring agency's human resources office:  Ronnell Young, ronnell.young@ct.gov, 860-702-3144.

In the Office of the State Treasurer, this class is accountable for independently performing a full range of tasks in administering specific investment programs and clearing, accounting and reporting all securities transactions in the investment areas.

Implements operating procedures designed to maximize staff efficiency in clearing, recording and accounting of all security transactions for all investment functions managed by State Treasurer; maintains appropriate internal control procedures; works with brokers and bank custodians in clearing security transactions for all investment funds; maintains records of brokerage affiliates; reviews quarterly interest reports furnished by bank and distributes quarterly income payments to participating municipalities and state agencies; prepares reports on investment performance and management of monies of department; may review work of staff to ensure accurate and timely handling of daily investment transactions; may prepare reports required by regulatory agencies; performs related duties as required.

Considerable knowledge of broad practices of investment procedures to include mutual funds, short term bond instruments and student loan programs; considerable knowledge of investment terminology; knowledge of effective training techniques; some knowledge of basic accounting principles and practices interpersonal skills; oral and written communication skills; considerable ability to prepare graphs, charts and related statistical diagrams; ability to utilize computer software;.

Five (5) years of technical experience in a financial organization involving the purchase, recording and sale of investment securities.

College training in business administration, economics, finance, accounting or closely related field may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of two (2) years.

Preference will be given to candidates with the following experience and training:

• BA/BS degree in Accounting or closely related field
• Excellent oral and written communication skills
• Strong customer service skills
• Ability to multi-task
• Experience with various technology platforms
• Proficient in Microsoft Word and Microsoft Excel

AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

The State of Connecticut is an equal opportunity/affirmative action employer and strongly encourages the applications of women, minorities, and persons with disabilities.