Director of Investments Department – HYBRID


The Investments Department oversees the investments for a variety of portfolios. The Treasurer’s office manages these portfolios in accordance with three objectives, in order of priority: safety of principal, liquidity, and yield. All trading is done by four in-house traders (including this position), averaging 8 to 12 trades per day.

The State Treasury Portfolio is invested primarily in money market mutual funds, negotiated bank deposits, commercial paper, repurchase agreements, U.S. treasury and federal agency obligations, and investment grade corporate bonds.

State Treasury Asset Reserve of Ohio (STAR Ohio) is a statewide local government investment pool administered by the Treasurer’s office. The Treasurer’s office manages the fund to maintain S&P’s highest rating. Participants utilize STAR Ohio as a short-term investment option.


Provide leadership to achieve the Treasurer’s office goals and objectives. Plan and direct all aspects of the Investments Department and oversee the investment and management of the portfolios. Hold ultimate responsibility for decision-making, problem-solving, and execution of financial and compliance activities for the investment portfolios and STAR Ohio. Demonstrate superior integrity in execution of fiduciary responsibilities and commitment to innovation.


  • Define department goals and objectives.
  • Define the strategy for the State’s investments. Monitor national financial markets and economic trends on a daily basis, adjusting investment strategies accordingly while also incorporating a forecast of the State’s short-term and long-term cash inflows and outflows.
  • Coach and mentor the Deputy Director of the Investments Department and five indirect reports.
  • Ensure coordination with internal and external stakeholders.
  • Develop, document, implement and articulate policies.
  • Evaluate prospective vendors and lead contract negotiations.
  • Provide financial expertise to senior members of management as well as to other State agencies, boards and commissions and local governments.
  • Oversee preparation and conduct review of schedules and reports for the Treasurer’s office, rating agencies, the auditors, and other internal and external parties.
  • Lead meetings and manage relationships with internal and external stakeholders.
  • Prepare and deliver presentations to rating agencies and external groups.
  • Other projects and responsibilities, as assigned.


  • Master’s degree in finance, economics or related field from an accredited university, or a bachelor’s degree paired with certification as a Chartered Financial Analyst.
  • Five years’ experience trading and managing public funds or investment grade portfolios.
  • Must have a strong knowledge of capital markets, especially fixed income asset classes.
  • Demonstrated leadership abilities and management skills.
  • Familiarity with investment practices and policies, generally accepted accounting principles and effective structure of internal controls.
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