Investment Systems Manager

Grade 27

New York State has approximately 1 positions* in this title statewide. You may view a breakdown of positions by county. This position exists in Taxation and Finance, Dept of. 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

There is currently no Career Ladder information available for this title.

Summary of Job Description

As an Investment Systems Manager, you would:

Under the general direction of the Director Investments and Cash Management, assist in the management of the Investments and Cash Management Bureau to ensure statutorily mandated fiduciary responsibilities are handled in accordance with treasury's internal investment policy.

Oversee implementation and maintenance of the investment management system, including contracting with vendors.

Develop processes for the system as necessary, and ensure staff is trained and familiar with system functionality, system data entry, and the upload of portfolio information into the system as required.  

Develop process and provides guidance on creating and maintaining reports.  

Implement operating techniques to take advantage of new technological enhancements in banking and investing systems.  

Participate in the management of an investment portfolio within prescribed statutory and policy requirements, and effectively executes transactions to meet investment objectives.

Develop cash flow forecasting tools to optimize both liquidity and investment performance.

Prepare comprehensive reports detailing investment activity, portfolio performance, and status of custodial accounts.  

Monitor the financial stability of all banks and brokerage services employed by Treasury to ensure no capital risk is assumed by the State.

Supervise staff, and establish work plans and objectives for staff within the Investments & Cash Management Bureau.

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

There is currently no Min Qual details available for this title.

How to Apply

An examination is not used to fill this title. You must meet the minimum qualifications of the title in order to be considered for this position. You must apply directly to the agency or agencies that have this title.

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. For additional information or clarification, 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.

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