Institutional Investment Advisor

Job Description:

• The Institutional Advisor is responsible for asset management and investment consulting services for institutional clients with sophisticated investment accounts.
• The role involves consultation with institutional boards and committees on investment policies and objectives, discretionary management of client portfolios, and monitoring compliance with client policies.
• It includes participation in sales and marketing efforts, preparation and presentation of quarterly client investment reviews and reports, and assistance to client boards, committees, and staff as needed.
• The position requires considerable client and prospect contact and may involve supervision of other staff members.

Key Benefits:

• Dynamic Work Environment: Engage in a variety of responsibilities and projects.
• Client Interaction: Significant contact with clients, offering a chance to build relationships and impact client strategies.
• Leadership Opportunities: Supervise staff and serve on committees, contributing to the strategic direction of the department.
• Professional Growth: Develop advanced knowledge in securities, investment products, and statistical reporting, with involvement in sales and marketing efforts.

Essential Duties:

• Portfolio Management: Manage multi-asset class investment portfolios and consult on investment policies and objectives.
• Tactical Asset Allocation: Implement recommendations within client policy guidelines.
• Performance Analysis: Ensure adherence to investment policies by analyzing managers, strategies, portfolios, securities, and asset allocation.
• Client Support: Assist client boards, committees, and staff; communicate account activity, investment performance, and market trends.
• Leadership: Serve on committees and special project groups; supervise certain investment management staff.
• Strategy Development: Assist in setting investment strategy and reviewing/creating investment policy and procedures.

Skills:

• Investment Expertise: Advanced knowledge of multi-asset class portfolio construction, securities and investment products.
• Communication: Excellent written and verbal skills, with the ability to deliver persuasive reports and presentations.
• Sales and Marketing: Experience in the sales process and closing business.
• Statistical Reporting: Proficiency in investment-related statistical reporting and performance measurement.
• Leadership and Supervision: Demonstrated leadership and human resource management abilities.
• Technical Skills: Excellent PC skills and familiarity with investment and database systems.
• Professional Integrity: A highly motivated individual with a strong ethical compass.
• Analytical Skills: Thorough and accurate in reviewing and presenting information.

The institutional advisor position is an excellent opportunity for an experienced investment professional to apply their skills in a way that ensures organizations fulfill their fiduciary duties and advance the cause of non-profits that make meaningful contributions to our communities.     This role is designed for a professional with a bachelor’s degree in business and 2+ years of experience, offering a chance to play a pivotal role in managing sophisticated investment accounts and shaping investment strategies. The position may also require travel at least 20% of the time, including occasional overnight travel. It’s a role that promises both challenges and opportunities for growth in the field of investment management.