Vice President, Client Investment Services
320 Park Analytics, LLC, a subsidiarity of Mutual of America, is seeking Client Relationship Specialists for our west coast & mid-west regions. Primary objectives will be to provide investment related expertise to Mutual of America's clients and regional office personnel. This person will have a deep understanding of pension investments in both DB and DC markets in order to provide in-depth objective investment analysis of existing funds. Will assist in evaluating the current fund menu and provide guidance in adding investment mandates appropriate for retirement investments. In addition, provide input on identifying portfolio managers that should be added or eliminated from the current menu of funds. The positon will require reporting to both internal and external (Client) Boards and Investment Committees, as well as participating in presentations to potential clients.
Advanced degree and CFA required with a minimum of 15 years' experience in Investment Consulting or similar roles. Must have excellent written and oral communication skills. FINRA Series 6, 7 & 63 required. Extensive travelrequired.
We offer lucrative bonus & excellent benefits.