Senior Investment Advisor Jobs in Virginia

Join our team-oriented approach to investing and risk management and be a strong team contributor.

Creating and maintaining financial models and scenario analysis, leveraging advanced Excel and modeling skills.

Have outstanding communication skills (both oral and written) along with strong interpersonal skills and the ability to understand complex subject matter.

Thrive on being a problem solver with excellent analytical and critical thinking skills.

Preparing investment memos, presentation material, and term sheets. Writing research reports on prospective loans, analysis of data, earnings, and collateral valuation.

Assisting in due diligence and financial statement analysis for new potential investments.

Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.

Advises clients on how FT’s investment capabilities can grow their business and meet their needs.

Manages expenses against travel and entertainment annual territory budget.

Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.

Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.

Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.