Job opportunity: Investment Analyst Trainee

county of san bernardinoThe County of San Bernardino has a great opportunity open for Investment Analyst Trainee.  This is a great way to gain experience especially if you want a career that may include being a City Treasurer.

The County of San Bernardino invites application for the position of
Investment Analyst Trainee Job Number: 13-15041-01

SALARY $24.98 – $31.85 Hourly    $4,329.87 – $5,520.67 Monthly    $51,958.40 – $66,248.00 Annually

APPLY BY: 10/18/13  05:00 PM Applicants are encouraged to apply online:


Join the Professional Team responsible for supporting the County’s Investment Pool and Cash Management Program.

The County of San Bernardino’s AAA rated Investment Pool is made up of property tax dollars and local government agency funds.  Together, they constitute the treasury for all of the County’s school districts, community college districts, County departments, and Board governed special districts. 

The Auditor-Controller/Treasurer/Tax Collector’s (ATC) office has a current vacancy for Investment Analyst Trainee who will receive training in the support of the County’s Portfolio and Cash Management Program. Investment Analyst Trainees compile and analyze financial data and prepare reports on companies for periodic review of financial performance, assess credit condition of companies and provide recommendations to investment management staff, and monitor and analyze market and economic data.

For more detailed information, refer to the Investment Analyst Trainee job description.

Applications are also being accepted for Investment Analyst, which requires a separate application.  Applicants are encouraged to view the Investment Analyst  announcement and apply as appropriate.

To learn more about the Treasurer division of the Auditor-Controller/Treasurer/Tax Collector as well as the County’s Investment Pool, click here or visit the Treasurer’s website at

Some of the Benefits Include:   

Retirement Plans

  • Generous County pension
  • Eligible to participate in 457(b) – County contribution 1/2 times employee contribution, up to 1/2% of employee’s biweekly base salary
  • No employee deduction for Social Security

Medical Benefits

  • Health and dental insurance provided
  • Medical and Dental Premium Subsidy to offset the cost of health and dental insurance – up to $1,016.37 monthly
  • Employee paid vision coverage
  • Eligible to participate in Flexible Spending Account

Paid Time Off:

  • Vacation leave up to four weeks annually
  • Sick leave 11 days annually
  • 14 Paid Holidays annually
  • Perfect Attendance Incentive

Additional Benefits:

  • Employer paid Life Insurance – $50,000
  • Annual Tuition Reimbursement – $400
  • Health Club Discounts

To view the complete list of benefits offered, click here.


Investment Analyst Trainee’s are eligible for promotion to Investment Analyst ($64,646 – $82,659 annually) upon meeting the minimum qualifications for that class and receiving a satisfactory work performance evaluation. Incumbents must qualify for promotion within 12 months or be terminated.   Some positions in this classification may be assigned to a schedule of less than full-time (80 hours) per two-week pay period.


Bachelor’s Degree in Finance, Economics, Accounting or Business Administration (with an emphasis in Investments, Finance, Economics or Accounting).


The ideal candidate will have Bachelor’s or Master’s Degree in Finance and experience working in Finance.


There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire.  It is to your advantage to provide as much relevant and detailed work experience as possible, as resumes will not be accepted in lieu of the application materials.

The Human Resources Department reserves the right to modify the examination process in accordance with the Personnel Rules and accepted selection practices.

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About Melissa

I am a lifelong Inglewood resident living in District 4. I serve on PTA and School Site Council as Vice-President, for the last 8 years with Inglewood Unified School District. I volunteer on the Wellness Committee for ICEF Public Schools. I am an alumni of California State University, Dominguez Hills with a degree in Political Science. You can find me on Twitter under @CreoleMommie

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