Investment Officer

City of Ontario

Looking to serve in a progressive, growing and thriving city?  The City of Ontario, known as the economic heart of the region, is in an exciting period of growth and change as we continue to seek innovative ways to enhance our position as the premier City of the Inland Empire.  We are currently looking for an extraordinary individual to join our Financial Services team as the City's Investment Officer. 

The Investment Officer is responsible for assisting with the investment of the City's portfolio of approximately $800 million and administration of the City's investment and cash management programs; utilizes the City's state-of-the-art Bloomberg terminal to analyze investment opportunities; performs credit analyses of corporate and financial institutions; prepares and reconciles investment income reports and develops cash flow forecasts; prepares market analysis and investment strategy recommendations; and provides analytical and administrative support for special projects as assigned.

The ideal candidate will have a passion for excellence; thrives in a fast-paced and dynamic work environment; is committed to best practices while proactively demonstrating initiative to introduce innovative ideas; is resourceful and willing to go above and beyond to meet the needs of the organization; eagerly takes advantage of year-round opportunities for professional development and training; and has the ability to communicate complex ideas both visually and verbally in a poised and professional manner.   Additionally, the successful candidate will be a model for the City's Approach to Public Service -  Commitment to the Community, Achieving Excellence Through Teamwork, and Doing the Right Thing the Right Way – and emulate the qualities of a 5 Tool Player – Leader, Thinker, Operator, Communicator, and Public Servant.  If this sounds like you, then we invite you to consider this outstanding opportunity with the City of Ontario.

Qualification Guidelines:

Bachelor's degree from an accredited college or university in Finance, Accounting, Economics, Public Administration, Business Administration or a closely related field.


Three years of progressively responsible experience in professional financial management and analysis, including one year of treasury/investment management.

Valid Class C California driver license and acceptable driving records at the time of appointment and throughout employment.


Finance and treasury/investment experience in a government or public agency is highly desirable.
Master's degree in Economics, Finance, Business or Accounting.
Certification as a Chartered Financial Analyst (CFA), Public Accountant (CPA), and/or Public Finance Officer (CPFO).

APPLICATION DEADLINE: The final filing deadline for this recruitment is February 14, 2020 at 5:00 PM. For a complete job announcement and to apply online, please visit
The City of Ontario reserves the right, if necessary, to accept only the first one hundred (100) applications from applicants that meet the qualification guidelines.  


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