Financial Advisor (50868)

Job Description Summary

The Financial Advisor reports directly to the Vice President, Investments. The position is responsible for tracking the company's financial performance, specifically relating to corporate cash management, analyzing and making recommendations for potential investment opportunities, and evaluating current investment performance. The position entails enhancing and maintaining Western Growers Financial Services (WGFS) policies, procedures, and internal controls. Position is responsible for supporting the activities relating to revenue growth and measuring performance for the parent company and its affiliates as well as providing investment analysis for clients.

Duties And Responsibilities

Investment Strategy & Portfolio Analyst

• Assess and recommend the direction and management of investment activities for Western Growers, its affiliates, and WGFS clients.
• Support the WGFS President in investment-related functions, including financial planning reports, cash flow monitoring, and investment procurement.
• Conduct investment analysis for corporate and treasury instruments, mutual funds, and other securities across various maturities.
• Analyze market conditions, economic data, and financial trends to evaluate risk and develop solutions and process improvements.
• Identify and propose trading strategies, including enhancements to existing algorithms and development of new ones.
• Develop trade ideas, establish market views, and create asset allocation strategies to support portfolio optimization.
• Prepare board-level presentations on cash flows and investment performance.

Investment Operations & Client Services Specialist

• Assess and recommend the direction and management of investment activities for Western Growers, its affiliates, and WGFS clients.
• Support the WGFS President in investment-related functions, including financial planning reports, cash flow monitoring, and investment procurement.
• Conduct investment analysis for corporate and treasury instruments, mutual funds, and other securities across various maturities.
• Analyze market conditions, economic data, and financial trends to evaluate risk and develop solutions and process improvements.
• Identify and propose trading strategies, including enhancements to existing algorithms and development of new ones.
• Develop trade ideas, establish market views, and create asset allocation strategies to support portfolio optimization.
• Prepare board-level presentations on cash flows and investment performance.

Other

• Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.
• Maintain a valid Series 7, 66 or 63 & 65 License
• Maintain a clean DMV record and the ability to travel to locations throughout the U.S. (mainly California and Arizona) up to 25% of the time.
• All other duties as assigned.