Position: Investment Advisor in Public FundsThe ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position 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 investment solutions.
- Coordinate preparation of reports, presentations, proposals and other written communication.
- Regular networking through attendance at conferences and other municipal events.
- Educate clients and prospects on current market events and investment opportunities.
- Support and develop sales, marketing and service initiatives and activities.
Critical Success Factors- Understanding of capital markets with an emphasis on fixed income.
- Familiarity with financial modeling, review and analysis.
- Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
- Independent and self-motivated with a proven track record of business development.
- Ability to think and act strategically.
- Excellent communication skills, both verbal and written.
- Effective presentation skills within both large and small audiences.
- Demonstrates unwavering personal and professional integrity.
- Desire to take initiative, improve processes and solve problems.
- Strong quantitative problem solving and analytical skills.
- Detail oriented with strong organizational skills.
- Effective relationship management skills.
- Enthusiastic, high-energy, positive attitude.
- Willingness to travel regularly.
Skills Required- Bachelor's Degree in Finance, Economics or related field.
- Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
- CFP, CFA, CMT or other professional designation or candidacy is a plus.
- Strong working knowledge of Word, Excel and PowerPoint.
