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Institutional Advisor

Goelzer Investment Management

Carmel, Indiana

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JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Business Development, Business-to-Business (B2B), Capital Markets, Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Detail Oriented, Economics, Endowments, Fiduciary, Finance, Financial Analysis, Financial Planning, Financial Strategy, Health Insurance, Industry Standards, Industry/Trade Analysis, Interpersonal Skills, Investment Analysis, Investment Management, Investment Services, Investment Strategy, Leadership, Mathematics, Microsoft Dynamics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Nonprofit, Organizational Skills, Performance Analysis, Performance Metrics, Philosophy, Presentation/Verbal Skills, Quantitative Analysis, Sales, Sales Prospecting, Salesforce.com, Search Ranking, Statistics, Strategic Planning, Time Management, Writing Skills
LOCATION
Carmel, Indiana
POSTED
30+ days ago
Responsive recruiter
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
Job Title: Institutional Advisor
Team: Institutional Advisory Service
Reports To: Managing Director, Institutional Advisory Services
 
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 Goelzer’s 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. 
  • Provide consultative investment advisory services based on an understanding of each client’s 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 Goelzer’s 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 Goelzer’s 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 Goelzer’s policies. 
  • Comfortable presenting to boards of directors, investment committees, finance committees, and other groups. 
  • Perform additional services as appropriate to meet and exceed each client’s needs and expectations, including custodial and investment manager searches and evaluation. 
Work Experience / Knowledge:
  • Minimum of 5-7 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 firm’s 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:
  • Bachelor’s 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.
 




About the Company

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Goelzer Investment Management