Investment Advisor II
About The Position
The Investment Advisor II supports the firm's Outsourced Chief Investment Officer (OCIO) business by assisting with portfolio implementation, asset allocation monitoring, client investment planning, investment reporting, and business development activities. The role serves as a key liaison among portfolio management, client service, operations, and business development teams to help deliver customized investment solutions and exceptional client service. The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years. While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world. Share Your Talent. Live Your Purpose. We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!
Requirements
- Strong written communication skills with experience preparing client presentations, investment reports, or business-development materials.
- Ability to verbally present information in a clear, concise manner appropriate for multiple audiences.
- Functional knowledge of portfolio construction, asset allocation theory and capital markets expectations.
- Strong analytical and quantitative skills with experience evaluating portfolio performance, risk metrics, and asset allocation outcomes.
- Understanding of macroeconomic environment and market conditions; ability to articulate an investment view.
- Experience with Bloomberg and advanced Excel.
- Ability to manage multiple deadlines.
- BA or BS degree.
- 3-7 years of experience in a similar role.
- Authorization to work in the United States is required.
Nice To Haves
- Familiarity with performance reporting, analytics, or data visualization tools preferred.
- Relevant graduate degree a plus.
- CFA candidate or demonstrated commitment toward professional investment credentials preferred.
Responsibilities
- Support the OCIO Lead in implementing client investment programs. Calculate trade amounts and coordinate among KoCAA portfolio managers, ensuring timeliness and accuracy.
- Monitor client asset allocations versus targets for rebalancing opportunities due to cash flows and/or market movements; coordinate with Asset Allocation Committee to implement strategic allocation adjustments across applicable investment programs.
- Assist in developing client investment strategies by incorporating capital market assumptions, risk tolerance assessments, and investment objectives.
- Review, update and draft client investment policy statements, as needed.
- Participate in preparation of quarterly investment reports, performance reviews, and client presentation materials, ensuring accurate and timely completion.
- Support Sales & Business Development efforts via RFP responses, data gathering and presentation preparation.
- Participate in periodic client investment meetings.
- Analyze portfolio performance, attribution, and risk characteristics relative to client objectives and benchmarks.
- Work with the investment team to perform ad hoc analysis or projects, as needed.
- Build strong working relationships with Client Service and Operations to strengthen cross-functional collaboration, communication, and problem solving.
- Develop a strong understanding of KoCAA’s products and services, investment process and value proposition. Attend and participate in asset class specific meetings.
- Develop a strong understanding of Catholic Social Teaching, its investment applications and KoCAA’s approach to implementation.
- Prepare analyses, presentation materials, and supporting documentation for Asset Allocation Committee meetings.
- Collect, organize and analyze internal and external data.
Benefits
- 13 paid holidays per year in addition to vacation and paid sick leave
- flexible workweek schedules
- Certifications, designation, and tuition reimbursement
- 401(k) retirement savings plan with matching company contributions
- cash balance retirement plans fully funded by the company
- Short-term disability and term life insurance fully paid for by the company
- Up to 12 weeks of childbirth leave under STD policy
- One week of fully paid parental leave for all new parents, including adoptive and foster parents
- A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions
- Long-term disability insurance
- Dental insurance
- Vision insurance
- Health club membership reimbursement
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
