Manager, Institutional Strategy & Analytics

Bonus Type

Summary

We act as trusted advisors for our clients and communities while using our disciplined approach and business savvy to make the right decisions. We are proud of the company’s contributions to the organizations we serve. As a team we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We have a great opportunity to give back to our communities.

Job Description

The Institutional Advisor I supports the Institutional Advisor (IA) team with discretionary investment management of Institutional client portfolios. Responsibilities of this position include, but are not limited to, assisting IA’s with:  implementation and ongoing monitoring of selected investment strategies (strategic & tactical asset allocation, manager/security selection, rebalancing and trade execution, transition management, etc.); monitoring and maintaining compliance with client policies and objectives; preparation of quarterly investment reviews and other client reports; other special projects assigned by IA’s.

Team Culture

Meaningful impact comes from working together.  Our team is a small and cohesive unit, even our executives pitch in to help with clients. Our camaraderie, shared decision-making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. 

How You'll Spend Your Time

• You’ll manage investment portfolios or provide consulting for our institutional clients to develop investment objectives and review accounts and assets regularly and manage their investment return.
• You’ll prepare RFP responses and prepare presentations to prospective clients and consultants and present our institutional advisory services and capabilities. 
• You’ll communicate with client boards/committees and administrators regarding their account, investment activity and performance, and capital and marketing economic trends.
• You’ll serve as an investment representative on various committees and special project groups.
• You’ll assist in setting investment strategies for the institutional team and assist in the review and creation of investment policy and procedures.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or Finance and 2-4 years related experience or 8-10 years equivalent experience in financial markets/services.

• Advanced knowledge of various securities and investment-related products and services (domestic and international stocks, bonds, mutual funds, separately managed accounts, alternative investments, etc.).
• Thorough knowledge of capital markets and investment management topics, including asset allocation, portfolio optimization, investment strategies and Modern Portfolio Theory.
• Excellent PC skills, including experience with Windows operating system and Microsoft Office applications (Outlook, Excel, PowerPoint, Word).
• Portfolio management experience, including rebalancing and trade execution.
• Advanced knowledge of investment related statistical reporting, performance measurement and attribution.
• Strong oral and written communication skills.
• Strong interpersonal skills, including ability to work in a team environment

Working Conditions & Physical Requirements