Investment Advisor II

Knights of Columbus; Boston (MA); On-site; USD 121,000 - 205,000; Full time

Benefits offered by this job

13 paid holidays per year

401(k) matching

Tuition reimbursement

Health insurance

Job summary

Knights of Columbus is seeking an Investment Advisor II to support outsourced CIO client programs, including portfolio implementation, asset allocation monitoring, and client planning. You will liaise with portfolio management, client service, operations, and business development to deliver tailored investment solutions.

The role emphasizes strong communication, macroeconomic insight, and rigorous analysis, with opportunities to contribute to client reports and meeting preparation.

Qualifications

• Strong written communications with client presentation experience.
• Able to explain investment concepts to diverse audiences.
• Knowledge of portfolio construction and capital markets expectations.
• Experience evaluating portfolio performance and risk metrics.
• Ability to articulate investment views based on macroeconomic context.
• Experience with performance reporting and data visualization tools.

Responsibilities

• Support OCIO Lead in implementing client investment programs and coordinate with portfolio managers.
• Monitor client asset allocations against targets and rebalance as needed.
• Assist in developing client investment strategies with capital market assumptions and risk tolerance.
• Draft and update client investment policy statements as needed.
• Prepare quarterly investment reports and client presentations.
• Support Sales & Business Development with RFP responses and data gathering.
• Participate in client investment meetings and cross-functional projects.
• Analyze portfolio performance, attribution, and risk relative to objectives.

Skills

Written communication

Verbal presentation

Portfolio construction

Asset allocation theory

Analytical skills

Macro environment knowledge

Bloomberg / Excel

Education

BA/BS degree

3-7 years experience

CFA candidate or credential

Tools

Bloomberg

Excel

Job description

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview

The Investment Advisor II supports the firm's Outsourced Chief Investment Officer (OCIO) business by assisting with portfolio implementation, asset allocation monitoring, client investment planning, investment reporting, and business development activities. The role serves as a key liaison among portfolio management, client service, operations, and business development teams to help deliver customized investment solutions and exceptional client service.

Core Responsibilities

• Support the OCIO Lead in implementing client investment programs. Calculate trade amounts and coordinate among KoCAA portfolio managers, ensuring timeliness and accuracy.
• Monitor client asset allocations versus targets for rebalancing opportunities due to cash flows and/or market movements; coordinate with Asset Allocation Committee to implement strategic allocation adjustments across applicable investment programs.
• Assist in developing client investment strategies by incorporating capital market assumptions, risk tolerance assessments, and investment objectives.
• Review, update and draft client investment policy statements, as needed.
• Participate in preparation of quarterly investment reports, performance reviews, and client presentation materials, ensuring accurate and timely completion.
• Support Sales & Business Development efforts via RFP responses, data gathering and presentation preparation.
• Participate in periodic client investment meetings. Additional responsibilities include:
• Analyze portfolio performance, attribution, and risk characteristics relative to client objectives and benchmarks.
• Work with the investment team to perform ad hoc analysis or projects, as needed.
• Build strong working relationships with Client Service and Operations to strengthen cross-functional collaboration, communication, and problem solving.
• Develop a strong understanding of KoCAA’s products and services, investment process and value proposition. Attend and participate in asset class specific meetings.
• Develop a strong understanding of Catholic Social Teaching, its investment applications and KoCAA’s approach to implementation.
• Prepare analyses, presentation materials, and supporting documentation for Asset Allocation Committee meetings.
• Collect, organize and analyze internal and external data.

Skills Qualifications

Required:

• Strong written communication skills with experience preparing client presentations, investment reports, or business-development materials.
• Ability to verbally present information in a clear, concise manner appropriate for multiple audiences.
• Functional knowledge of portfolio construction, asset allocation theory and capital markets expectations.
• Strong analytical and quantitative skills with experience evaluating portfolio performance, risk metrics, and asset allocation outcomes.
• Understanding of macroeconomic environment and market conditions; ability to articulate an investment view.
• Experience with Bloomberg and advanced Excel. Familiarity with performance reporting, analytics, or data visualization tools preferred.
• Ability to manage multiple deadlines.

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $120,500 - $205,000.

Authorization To Work In The United States Is Required

This position is not eligible for visa sponsorship.

Education

Required:

• BA or BS degree.
• 3-7 years of experience in a similar role.

Preferred:

• Relevant graduate degree a plus.
• CFA candidate or demonstrated commitment toward professional investment credentials preferred.

Physical Demands

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

• Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

Health and Wellness:

• Short-term disability and term life insurance fully paid for by the company;
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance;
• Dental insurance;
• Vision insurance;
• Health club membership reimbursement;
• Employee Assistance Program