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Job description
Position: Investment Advisor in Public Funds
Location: Dublin, OH
Job Id: 177
# of Openings: 1
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 division by identifying prospects, analyzing portfolios, and developing strategies for closing new business throughout California and neighboring states. Requirements include residing on the West Coast, preferably in California. The main focus 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 solutions
Prepare reports, presentations, proposals, and other written communication
Attend conferences and municipal events for networking
Educate clients and prospects on market events and investment opportunities
Support sales, marketing, and service initiatives
Critical Success Factors
Understanding of capital markets, especially fixed income
Financial modeling, review, and analysis skills
Project management skills with ability to handle multiple tasks
Self-motivated with a track record in business development
Strategic thinking and acting
Excellent verbal and written communication skills
Effective presentation skills for varied audiences
Personal and professional integrity
Initiative, process improvement, and problem-solving abilities
Quantitative problem-solving and analytical skills
Organizational skills and attention to detail
Relationship management skills
Willingness to travel regularly
Skills Required
Bachelor’s Degree in Finance, Economics, or related field
Minimum 5 years of experience in public sector/municipal finance, banking, investment management, or financial services with increasing responsibility
CFP, CFA, CMT, or other professional designation/candidacy is a plus
Proficiency in Word, Excel, and PowerPoint
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.