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Investment Advisor in Public Funds

Meeder Investment Management

Ohio

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JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Bank Management, Business Development, Capital Markets, Cash Management, Chartered Financial Analyst (CFA), Communication Skills, Conferences, Customer Support/Service, Customer Training, Detail Oriented, Economics, Finance, Financial Modeling, Financial Services, Fixed Income Investments, Government, Investment Analysis, Investment Management, Investment Services, Marketing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Model Review, Multitasking, Mutual Funds, Options Analysis, Organizational Skills, Portfolio Analysis, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Project/Program Management, Relationship Management, Reporting Skills, Retirement Plan, Sales Closing Skills, Sales Management, Sales Prospecting, Sales Support, Strategic Planning, Team Player, Willing to Travel, Writing Skills
LOCATION
Ohio
POSTED
4 days ago
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 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.

About the Company

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Meeder Investment Management

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