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Institutional Investment Advisor

Employer
Bank of Texas
Location
Dallas, Texas
Salary
Salary commensurate with experience
Closing date
Dec 5, 2024
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Job Details

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.

Company

Bank of Texas, a division of BOK Financial, a top 25 U.S.-based bank, offering sophisticated wealth, commercial and consumer products and services. Still, we do business one client at a time, focused on delivering thoughtful expertise and tailored advice, because we know that when our clients succeed, we succeed.

Company info
Telephone
505-222-8428
Location
100 Sun Avenue NE
Albuquerque
NM
87109
United States

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