Institutional Consultant
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Job Location:
Carmel, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Vision insurance
- 401(k) matching
- Dental insurance
- Paid time off
Job Summary: The Institutional Consultant provides investment advisory services to institutional clients with a primary focus on nonprofit organizations such as foundations and endowments as well as a select group of corporate institutions. This role works closely with boards investment committees and senior leadership to deliver advice across investment policy asset allocation manager selection alternatives and performance measurement. The Institutional Consultant supports both existing clients and prospective relationships through a fiduciary-focused consultative approach aligned with Goelzers investment philosophy.
Key Responsibilities: Responsible for expanding new business development through prospecting nurturing relationships with COIs and generating proposals consistent with firm strategies for business development.
Key Responsibilities: Responsible for expanding new business development through prospecting nurturing relationships with COIs and generating proposals consistent with firm strategies for business development.
- Provide consultative investment advisory services based on an understanding of each clients unique goals and objectives.
- Be an active member of the Institutional Advisory Services Team that strives to be thought leaders in the broad areas of institutional consulting and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzers competitive landscape.
- Ensure effective and timely communication is provided to clients in a conscientious manner that aligns with client needs firm standards and industry expertise.
- Provide clients with investment strategy and advice in accordance with Goelzers philosophy current outlook and policies.
- Maintain an ongoing responsive and proactive relationship with each client including meeting with investment committees Board of Directors and staff on a periodic basis to review their portfolios.
- Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment policy and Goelzers policies.
- Comfortable presenting to boards of directors investment committees finance committees and other groups.
- Perform additional services as appropriate to meet and exceed each clients needs and expectations including custodial and investment manager searches and evaluation.
Work Experience / Knowledge:
- Minimum of 5-10 years of experience with an investment advisory or consulting firm.
- Experience in business development or B2B sales highly desired.
- Relevant experience in institutional advisory and consulting is strongly preferred.
- Broad familiarity with institutional advisory and portfolio management concepts.
- Solid knowledge of the capital markets broad asset classes and related indices alternatives investment structures performance attribution and analytical tools.
- Demonstrated ability to present complex topics to boards and committees in an understandable manner.
Skills / Other Personal Attributes Required:
- Excellent interpersonal collaboration and consultative investment advisory skills.
- Dedication to professionalism ethics and confidentiality
- Excellent analytical and quantitative skills (i.e. financial and data analysis).
- Passion for the industry and a constant desire to continually learn and research relevant subject matter
- Proficiency with MS Office: Advanced Excel and PowerPoint skills required
- Ability to quickly master the firms CRM is essential: experience with Salesforce Microsoft Dynamics or similar is preferred.
- Excellent communication skills (both verbal and written) organizational skills and keen attention to detail are critical.
- Ability to produce high-quality work in a demanding time-constrained environment is crucial.
- Demonstrate initiative creativity judgment maturity and poise.
Education:
- Bachelors degree required: Economics Finance Financial Planning and Statistics & Mathematics preferred. Coursework in Behavioral Sciences and Communications is a plus.
- CFA CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.
With over 50 years of experience and more than $4 billion in assets under advisement Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream Invest and Live.
Our Core Values:
- Trust: We earn and uphold confidence by acting in the best interests of those we serve.
- Integrity: We choose the difficult right over the easy wrong.
- Respect: We value and seek understanding among different perspectives.
- Thoughtfulness: We listen and we reflect. When we act we do so with intention and care.
- Commitment: We are unwavering in our dedication to exceeding expectations.
Required Experience:
Contract
Key Skills
- Compensation
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About Company
Goelzer Investment Management provides high-quality investment advisory services to its institutional and high net worth private clients. Contact us today.
