Investment Officer

About us

Koss Olinger was founded in 1969 by Bill Koss and Bill Olinger. The firm was born from a desire to be entirely independent, giving us the freedom to use our client’s best interest as our only guide without being beholden to any one company and product.

Over the years our team has grown, the industry and regulations have evolved, and the world has certainly changed, but one thing that has never changed is our commitment to doing only what is best for our clients every single time.

In the last five decades our team has grown significantly. We now have a support staff of over 25 and three generations of advisors to continue Koss Olinger for the next 50 years. While we began in Gainesville, Florida, and still have many clients in the area, we also have clients in over 30 states.

**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):

https://portal.cultureindex.com/public/survey/general/985PTpuuc0

Position Title: Investment Officer

Position Level: Management

ROLE SUMMARY

The Investment Officer (IO) will be responsible for overseeing the investment strategies and portfolios of Koss Olinger’s clients. The IO leads a team of investment professionals, develops the firm's overall investment philosophy, and ensures that the investment processes and strategies meet client objectives, risk profiles, and regulatory standards. This role requires strategic insight, investment knowledge, and an understanding of client needs, coupled with a commitment to delivering strong investment performance.

PRIMARY ROLE FUNCTIONS

· Exemplifies the core values of Koss Olinger

· Maintains the highest standard of professionalism, integrity, and confidentiality

· Maintains strong communication and working relationships with team members

· Provides clear and efficient communication to leadership team and partners

· Maintains a unified voice with the leadership team

· Demonstrates a deep understanding of financial markets with the ability to provide tailored investment solutions

· Oversees and manages client portfolios to ensure they are diversified and aligned with our clients’ financial objectives, adjusting investments based on market conditions and client preferences

· Leads bi-monthly Investment Advisory Committee (IAC) meetings to provide regular commentary of portfolio performance, market trends, and investment recommendations

· Conducts in-depth research and analysis on market trends, economic conditions, and potential investment opportunities to inform decision-making

· Identifies and mitigates risks associated with client portfolios, ensuring compliance with regulatory requirements, and managing exposure to various asset classes

· Actively participates and oversees the development, implementation and execution of investment department and leadership projects/initiatives

· Participate in the vetting, onboarding, training and monitoring of investment team talent

· Work effectively with compliance and regulatory agencies to maintain records, fulfill information requests and satisfy business needs

QUALIFICATIONS

Education

· Bachelor's Degree in Finance, Accounting, Economics, Business Administration

· Master’s in Business Administration (preferred)

· Maintain CFA® designation

Work Experience

· 7 years of similar or related experience

Knowledge, Skills, and Abilities

· Possesses a blend of technical expertise, leadership abilities, and interpersonal skills

· Strong ethical standards, with an unwavering commitment to acting in the best interests of clients and adhering to fiduciary duties

· In-depth understanding of investment strategies, including risk management, portfolio diversification, and asset allocation across different asset classes

· Familiarity with sophisticated financial instruments

· Comprehensive knowledge of global financial markets, economic indicators, and market drivers that influence asset prices

· Deep understanding of macroeconomic and microeconomic factors, geopolitical events, and their impacts on investments

· Understanding of regulatory environments, compliance rules, and fiduciary duties

· Expertise in identifying, assessing, and mitigating various types of investment risks, including market risk, credit risk, liquidity risk, and operational risk

· Knowledge of financial reporting standards, portfolio performance metrics, benchmarks, and valuation techniques

· Strong analytical skills to interpret complex financial data and market trends

· Ability to develop and execute comprehensive, long-term investment strategies based on client objectives and market conditions

· Ability to make critical investment decisions quickly

· Strong judgment to balance short-term challenges with long-term strategic goals

· Capacity to adjust strategies and investment approaches based on new information, feedback, or evolving market dynamics

· Skilled at prioritizing client needs, team responsibilities, and firm-wide objectives to maximize impact

· Ability to lead, motivate, and mentor a team of investment professionals, providing guidance, setting expectations, and fostering collaboration

· Ability to manage multiple complex tasks and projects simultaneously, ensuring deadlines are met without compromising quality

· Strong delegation skills, knowing when to entrust tasks to team members and when to step in for higher-level decision-making

· Excellent communication skills

· Strong presentation skills for delivering investment proposals and portfolio updates to advisory team and clients, as needed

· Proficiency with financial modeling and portfolio management software (e.g., Tamarac, Morningstar, etc.)

· Ability to leverage technology for research, performance tracking, reporting, and client communication

**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):

https://portal.cultureindex.com/public/survey/general/985PTpuuc0

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Bachelor's (Required)

Work Location: In person