Investment Advisor

Angott Search Group has partnered with a financial services client in their search for an Investment Advisor.


  • Advise clients (primarily community banks and credit unions) on their fixed income investment portfolios on a non-discretionary basis in order to optimize the return, while managing risk (e.g., ALM, interest rate, credit, liquidity, concentration).
  • Assist in the development and analysis of investment and funding strategies and presents them to the CEO, CFO, and ALCO.
  • Attend client board and ALCO meetings.
  • Provide clients with asset/liability management consulting.
  • Perform creditworthiness (due diligence) of securities issuers.
  • Engage in new business development.


  • Bachelors’ Degree in finance, economics, accounting, business, etc. required.
  • CFA, Masters’ Degree or equivalent experience preferred.
  • Series 65 Uniform Investment Advisor Law Exam certification or ability to pass it within six months required (not required for candidates with CFA, CFP, ChFC, etc.).


  • Minimum of five years’ experience in banking, fixed income investments, financial analysis or investment advisory work.
  • Familiarity with fixed income portfolio accounting.
  • Knowledge of financial statements (balance sheets and income statements).
  • Knowledge of mortgage servicing rights valuations.
  • Very good Excel, Word and other MS applications skills and experience required.
  • Experience with Bloomberg preferred.

To apply for this job email your details to