Public Funds Investment Advisor – West Coast Growth

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

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.