Meeder Investment Management · 3 days ago

Remote - Director, Advisory Services

Austin, TX

Full-time

Remote

Lead/Staff, Director/Executive

5+ years exp

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Responsibilities

Expand the Public Funds division through new business development.

Owns relationship management, servicing and support of existing client relationships.

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.

Qualification

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Capital markets understandingFinancial modelingBusiness developmentRelationship managementCFA certificationExcel proficiencyProject management

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.

Strong working knowledge of Word, Excel and PowerPoint.

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.

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.