Manager, Investments supporting Treaty Oak's investment decision - making across utility - scale solar and energy storage projects. Leading financial models and due diligence processes for project investments.
About the role
- Investment Specialist role focusing on market insights and practical investment advice for clients. Collaborating with relationship managers to advise on mutual funds and fixed income products.
Responsibilities
- Proactively share timely market updates, investment opportunities, and customized solutions with prospects, clients, and relationship managers through clear written and verbal channels.
- Function as a client-facing investment consultant, collaborating closely with relationship managers to efficiently address all product- and investment-related inquiries.
- Design and present tailored investment solutions, including the preparation of high-quality presentation decks and necessary supporting materials.
- Cultivate and maintain strong expertise across our entire investment product lineup, demonstrating a solid mastery of asset management principles, financial markets, portfolio construction, and performance analysis.
- Execute rigorous due diligence on investment products, specifically mutual funds and fixed income, and monitor developments from fund houses to inform the product selection process.
- Actively contribute to investment team discussions by sharing innovative ideas, research findings, and identified market opportunities.
- Manage and maintain data systems to produce various regular reports essential for supporting team activities.
- Partner with cross-functional teams on strategic business and product development initiatives.
- Provide support for ad-hoc tasks and projects as required.
Requirements
- A minimum of 5 years of relevant experience in wealth management, investment consulting, product strategy, or fund management.
- Robust understanding of investment products, core investment principles, and financial markets.
- Demonstrated genuine interest in investments, coupled with the confidence and ability to engage directly with clients.
- Exceptional presentation and communication skills, both interpersonal and written.
- A motivated, adaptable, and highly collaborative team player.
- Comfortable operating in a professional setting using English.
- Bonus Qualifications: CFA charterholder (or active progress toward the CFA designation); practical experience with tools such as Bloomberg Terminal or Morningstar Direct.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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