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SUMMARY Hirtle Callaghan is one of America’s fastest growing investment firms, ranked 32nd on Barron’s Top US Wealth Managers for 2007. Known as “Wall Street idealists” for combining performance intensity with a genuine fiduciary ethos, Hirtle Callaghan Investment Officers deliver a unique, top down approach to asset management that emphasizes the significance of strategy and risk management at every step of the investment process. Now in its 20th year, Hirtle Callaghan sets a higher standard of service to the investment market by offering complete objectivity, as well as the insight and discipline of a professional Investment Officer. POSITION SUMMARY: Investment Officers establish investment policy, implement custom investment plans, monitor manager conduct and communicate regularly with their clients on the progress of each investment program. The Investment Officer (IO) will focus on prospecting and developing new clients for Hirtle Callaghan, concentrating his/her efforts regionally. The IO will identify, screen, contact and cultivate client relationships with both high net worth private clients (individuals and family groups) and institutional clients (foundations, endowments and pension funds). The IO will work with existing Hirtle Callaghan professionals to manage new client relationships. POSITION RESPONSIBILITIES: Generate new client pool to be served by Hirtle Callaghan's regional office; perform all aspects of prospecting to develop and close new business. Manage new client accounts by drafting and implementing investment plans, conducting planning meetings and reviews, and managing client relationships. Articulate investment concepts and processes to audiences with widely varying levels of investment knowledge. Identifying leads, gain appointments and close business with high net worth taxable and non-taxable clients. COMPETENCIES: Character - Exhibits integrity, professionalism, practical judgement, positive attitude at all times; exhibits perseverance, mental toughness and initiative in the face of problems and challenges; must be able to take direction and accept constructive criticism. Interpersonal Confidence - Strong interpersonal skills; can effectively communicate and relate to all levels within and outside the organization; creates and builds positive and productive relationships. Results Oriented - Drives the team and the organization for results in order to improve performance; able to make timely or planned decisions appropriate to the circumstances or situation. Managing Processes - Ability to manage appropriate steps to get projects completed; has strong abilities to organize people and processes; can create a plan for resourceful workflow. Team Work - Must be able to work independently and be self-directed, yet work as a member of a team; willing to put firm’s objectives ahead of individual goals; Communication - Excellent interpersonal, written and oral communication skills are necessary; excellent listening skills required. Service skills - Ability to understand and act upon the needs of the Investment Group, clients and other stakeholders, and take all necessary action; be proactive and responsive to all service issues; follow through all problems/issues to completion Organizational Ability - Can manage people and resources to prioritize and get projects completed; has a strong ability to multi-task and keep order. EDUCATION & EXPERIENCE: An undergraduate degree is required; advanced degree (i.e., MBA) or certifications (i.e., CFA or CPA) strongly desired. Candidates should have four or more years of successful prospecting and client development experience (preferably with high net worth private clients) in brokerage, private banking, investment management marketing, or investment consulting The IO must possess superlative prospecting skills accompanied by a high investment aptitude and the interpersonal skills for client management. Familiarity with MS Office applications and ability to utilize on-line reporting systems Hirtle, Callaghan & Co. is an Equal Opportunity Employer
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