Director of Treasury

Director of Treasury Rosendin Electric, Inc - 3.9 San Jose, CA Job Details Full-time $207,900 - $272,800 a year 1 day ago Benefits Employee stock ownership plan Qualifications Monte Carlo methods Treasury management Master's degree in business administration Economics CPA Operational risk management Bachelor's degree in finance Securities & Exchange Commission Regulatory compliance Valuation Bachelor's degree in economics Research Bloomberg Bachelor's degree in business administration Finance Investment strategy development Bachelor's degree Master of Economics Master's degree in finance Morningstar Financial regulatory compliance Due diligence Business Administration Bachelor's degree in accounting Quantitative analysis Senior level Business Master of Business Administration Chartered Financial Analyst CAIA Accounting Regulatory compliance management FactSet Full Job Description Location San Jose, California Department Finance Employment Type Full Time Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high-profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more. Committed. Innovative. Engaged. If you're looking to take career to the next level and work with some of the best and brightest in the industry, we want to hear from you. We are an organization built on integrity. We have a culture that empowers people, embraces diversity, and inspires everyone to do their best. Rosendin is one of the largest electrical contractors in the United States employing over 7,000 people. We are the largest

EMPLOYEE-OWNED

company in the industry which means you will be a company owner too and have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success which means you benefit tremendously.

YOUR NEXT OPPORTUNITY

The Director, Treasury is a key corporate leader responsible for shaping and managing the company's investment strategy within a growing electrical contracting organization. This role oversees the selection, allocation, and performance of a diversified investment portfolio-balancing growth opportunities with disciplined risk management and compliance. The director ensures our financial investments support long‑term stability and strategic expansion across the business.

WHAT YOU'LL DO

Investment Strategy & Asset Allocation:

Develop and execute the Tactical Asset Allocation (TAA) strategy. You decide the "mix"-e.g., when to rotate out of volatile tech stocks and into stable government bonds.

Manager Selection & Due Diligence:

Identify and vet external fund managers. You conduct deep-dive audits on their track records, investment philosophies, and operational risks.

Performance Attribution:

Analyze why the portfolio performed the way it did. You use Sharpe ratios, Alpha/Beta metrics, and Monte Carlo simulations to report on risk-adjusted returns.

Macroeconomic Research:

Interpret global economic shifts (inflation, interest rate hikes, geopolitical events) and pivot the portfolio to protect capital or seize emerging opportunities.

Fiduciary & Regulatory Oversight:

Ensure all investment activities comply with SEC, ERISA, or local financial conduct authorities. Lead the Investment Committee meetings to provide transparency to stakeholders. The duties and responsibilities are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing, and other duties will be assigned based on the position's role within the business unit.

WHAT YOU'LL NEED TO BE SUCCESSFUL

Designations:

CFA (Chartered Financial Analyst) is almost always a requirement for this level. A CPA or CAIA (Chartered Alternative Investment Analyst) is a strong plus.

Software Mastery:

Expert proficiency in Bloomberg Terminal, Morningstar Direct, or FactSet for real-time market data and analytics.

Quantitative Skills:

Ability to build complex valuation models and stress-test portfolios against "Black Swan" economic scenarios

WHAT YOU BRING TO US

12+ years in institutional investing, buy-side research, or portfolio management. Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; advanced degree (MBA, Master's in Finance or Economics) preferred

TRAVEL:

Up to 20%

WORKING CONDITIONS

General work environment - sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions such as fluorescent lighting and air conditioning Noise level is usually low to medium; it can be loud on the jobsite. We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions. Occasional lifting of up to 30 lbs. Pay Range $207,900.00-$272,800.00 Annual The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate's pay can vary based on location, job-related experience, skills, and education. Our success is rooted in our people. We all come together around long-term vision and a sense of shared ownership. As a group, we do whatever it takes to ensure the success of our business and your career. Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.