Senior Investment Officer – Foundation & Institutional Advisors

Senior Investment Officer – Foundation & Institutional Advisors

Requirements

• Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios and provide oversight to Investment partners.
• Negotiating skills are required to guide sensitive or difficult situations.
• Leadership and organizational skills required to determine the unit goals, resources needed, and to assess and develop the skills of the staff and guide activities in support of regional and practice priorities.
• Applies broad industry knowledge and commercial awareness to drive financial performance.
• Negotiates with senior leaders across the business.
• 15+ years of investment experience as a portfolio manager, in which consistent long-term investment performance has met account objectives and client goals with strong adherence to best practices and sound risk management approaches.

Responsibilities

• Manages investment activities for a reduced set of major fee revenue producing accounts (80% capacity), representing large and sensitive clients.
• Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific clients.
• Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
• Maintains an integral and influential presence within the team.
• Demonstrates mastery integrating new investment strategies, tools and capabilities, and portfolio research through regular contact and engagement with the National Investment.
• Participates in the development of new investment business with sales staff as appropriate.
• Investment Practice oversight for a market as an extension of the National Investment Practice.
• Accountable for personal and team adherence to best practices as measured by the PM Dashboard and related reporting.
• Encourages investment partner engagement in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
• Accountable for personal and team level execution of initiatives, new capability rollouts, and required training.
• Works with MD and local leadership to hire, retain, and develop talent. Participates in the selection process of new hires and works with RSIO to ensure that Investment Practice priorities and scoring methodologies are incorporated into partner performance reviews.
• Participates in developing the local market strategic plan and sets goals and priorities based on the direction set for the business unit, region, and market. Follows through to ensure objectives are met.
• Provides leadership and guidance to team, fostering an environment which encourages employee engagement, team work, and communication.
• Advocate on behalf of their team and capture continuous feedback on areas for improvement providing proactive advice to leadership on national initiatives, changes, and expectations.
• Provides oversight, leadership, and guidance in adherence to National Investment Guidelines, facilitation of the REV peer review process, and ensuring observance of sound risk management practices.
• Serves on standing investment services committees and participates in special projects as appropriate.
• Participates in the resolution of highly complex or unusual business problems applying advanced critical thinking.
• Guided by organization functional strategy, has broad impact on the functional, divisional or regional results.

Preferred Qualifications

No preferred qualifications provided.