Assnt Investment Officer

Grade 18

New York State has approximately 23 positions* in this title statewide. You may view a breakdown of positions by county. This position exists in various agencies statewide. View links to all New York State agencies including agencies that have this title. For more information, New York State employees can contact the Career Mobility Office at (518) 485-6199 or (800) 553-1322. If you are not a current New York State employee, you can use the Department of Civil Service Web site to explore possible employment opportunities.

*The number of positions is approximate and represents the number of positions established (both filled and vacant); it is not an indication or reference to position type or duration, or intent to be filled. If you are viewing a trainee title, please note this number reflects the number of positions established at the journey level. Agencies may fill at the trainee level(s) or at the journey level based on employee qualifications. GOT-IT does not provide information on any job postings or job availability. For information on current job postings, please visit State Jobs NY. You may also visit specific New York State Agency websites for information about an agency and its job opportunities.

Career Ladder

A listing of titles that are most commonly used as steps for upward mobility for this title series. The salary schedule for this career ladder is also available.

  1. Assnt Investment Officer Trainee 1

    Similar to Grade 14

  2. Assnt Investment Officer Trainee 2

    Similar to Grade 16

  3. Assnt Investment Officer

    Grade 18

  4. Assoc Investment Officer

    Grade 23

  5. Investment Officer

    Grade 61

  6. Senr Investment Officer

    Grade 63

  7. Prin Investment Officer

    Grade 64

Summary of Job Description

Investment Officers assist in analyzing investment offerings by reviewing proposals; ensure proposals are in compliance with investment laws, rules, and regulations; assists in the purchase and sale of investments by canvassing dealers and brokers to obtain quotes; make recommendations and arranges and authorizes purchases and sales of short and long-term investments; screen new investment proposals to evaluate consistency with program; collects and maintains data relating to investment transactions and prepares reports; assist in researching and recommending new investments, strategies, policies and procedures; conduct economic research related to market conditions and investments; analyzes cash flow requirements to determine money available for short-term investments; analyzes the recommendations of investment advisors and recommends investment strategies and particular investments; prepare and review reports of investments to analyze investment and dealer performance and adherence to investment goals and requirements; maintain active list of eligible brokers; and maintain and prepare records and reports of work activities.

View the classification standard for this title, on the Classification and Compensation webpage.

The NYS Title and Salary Plan provides additional information regarding other titles. If there is a classification standard available there will be a link under the column labeled STD. NO. If no link is available there is no classification standard available at this time for that title.

Summary of Minimum Qualifications

Please note: qualifications for this position may be subject to change. If substitutions for education and/or experience are allowed, this information would be available on the announcement.

You must take and pass a Civil Service examination in order to be considered for this position.

This title is filled from the Professional Careers Opportunities (PCO) examination.

For informational purposes only, click on the examination number(s) listed below to see the current or previous examination(s) that are used to fill this title.


How to Apply

When this examination is scheduled to be held, the announcement can be found on the Department of Civil Service, Examination Announcements web page. If you do not see an examination currently scheduled please check back on a monthly basis or sign up for announcement notification by email so that you will automatically be notified when new examinations are being offered.

Career Mobility

Career mobility is not just limited to the titles in the Career Ladder, above. Additional movement may be achieved through other examinations, additional education and/or work experience or transfer opportunities. For additional information or clarification of transfer determinations, current State employees should contact the Career Mobility Office. Visit ELMS Online to view established open-competitive, promotion, and transition eligible lists. If you are not a current New York State employee, see Employment Opportunities with New York State and find out how to become a New York State employee.

back to top