Investment Advisor in Public Funds

Meeder Investment Management Inc; Dublin (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

A leading firm in financial management is seeking an Investment Advisor focused on Public Funds to enhance its division. The ideal candidate will be responsible for business development and relationship management, requiring significant experience in the public sector and a solid understanding of capital markets. This role offers a dynamic environment with opportunities for growth, making a significant impact in the financial sector.

Qualifications

• Minimum 5 years of experience in public sector/municipal finance or investment management.
• CFP, CFA, CMT, or related designation is a plus.

Responsibilities

• Expand the Public Funds Division and analyze investment options.
• Prepare reports, proposals, and attend conferences for networking.

Skills

Understanding of capital markets

Financial modeling

Project management skills

Self-motivated

Strategic thinking

Excellent verbal communication

Relationship management skills

Quantitative problem-solving

Education

Bachelor’s Degree in Finance

Economics or related field

Tools

Proficiency in Word

Proficiency in Excel

Proficiency in PowerPoint

Job description

Position: Investment Advisor in Public Funds

Location: Dublin, OH

Job Id: 177

# of Openings: 1

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Position: Investment Advisor in Public Funds

The ideal candidate will expand the Public Funds division by identifying prospects, analyzing portfolios, and developing strategies for closing new business throughout California and neighboring states. Requirements include residing on the West Coast, preferably in California. The main focus will be business development within the public sector.

Primary Responsibilities

• Expand the Public Funds Division
• Coordinate information flow between clients, staff, operations, and investments
• Analyze various investment options to identify and propose optimal solutions
• Prepare reports, presentations, proposals, and other written communication
• Attend conferences and municipal events for networking
• Educate clients and prospects on market events and investment opportunities
• Support sales, marketing, and service initiatives

Critical Success Factors

• Understanding of capital markets, especially fixed income
• Financial modeling, review, and analysis skills
• Project management skills with ability to handle multiple tasks
• Self-motivated with a track record in business development
• Strategic thinking and acting
• Excellent verbal and written communication skills
• Effective presentation skills for varied audiences
• Personal and professional integrity
• Initiative, process improvement, and problem-solving abilities
• Quantitative problem-solving and analytical skills
• Organizational skills and attention to detail
• Relationship management skills
• Willingness to travel regularly

Skills Required

• Bachelor’s Degree in Finance, Economics, or related field
• Minimum 5 years of experience in public sector/municipal finance, banking, investment management, or financial services with increasing responsibility
• CFP, CFA, CMT, or other professional designation/candidacy is a plus
• Proficiency in Word, Excel, and PowerPoint