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Position:  Senior Public Funds Advisor
Location:  Dublin, OH
Job Id:  119
# of Openings:  1

Meeder Investment Management is an investment management firm with over $25 billion in assets under
management and advisement. The firm offers a wide variety of financial solutions as part of their
suite of services including advisory services, mutual funds, retirement plan services, separately managed accounts,
and cash management.

Primary Responsibilities
  • Expand the Public Funds Division by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout Texas.
  • Coordinate information flow between clients, staff, operations and investments.
  • Analyze various investment options to identify and propose optimal investment solutions.
  • Coordinate preparation of reports, presentations, proposals and other written communication.
  • Regular networking through attendance at conferences and other municipal events.
  • Educate clients and prospects on current market events and investment opportunities.
  • Support and develop sales, marketing and service initiatives and activities.
Critical Success Factors
  • Superior understanding of capital markets with an emphasis on fixed income, as well as intimate knowledge of public sector investing.
  • Familiarity with complex financial modeling, review and analysis.
  • Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
  • Independent and self-motivated with a proven track record of business development
  • Ability to think and act strategically.
  • Excellent communication skills, both verbal and written.
  • Effective presentation skills within both large and small audiences.
  • Demonstrates unwavering personal and professional integrity.
  • Desire to take initiative, improve processes and solve problems.
  • Strong quantitative problem solving and analytical skills.
  • Detail oriented with strong organizational skills.
  • Effective relationship management skills.
  • Enthusiastic, high-energy, positive attitude.
  • Willingness to regularly travel throughout Texas and to other states on occasion.
Technical Skills Required
  • Bachelor’s Degree in Finance, Economics or related field.
  • Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, trust or financial services arena, demonstrating increasing levels of responsibility.
  • CFP, CFA, or other professional designation or candidacy is a plus.
  • Existing book of clients that may be transitioned highly desired, but not required.
  • Strong working knowledge of Word, Excel and PowerPoint.

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(866) 633-3371