Careers

Join Us

We are a mutual fund manager with roots in rural America, originally formed over 30 years ago to invest on behalf of community electric cooperatives and their members. Consider joining our team of experienced professionals, passionate about the work they do on behalf of our shareholders.

Position Descriptions

Equity Analyst 1

0-2 years of relevant financial/investment course work experience

Responsible for providing support to the firm’s existing equity capabilities. Works closely with the portfolio management team to support the co-management of the funds and contribute to the credible and structured investment process. Works in collaboration with the team and communicates effectively with both a retail and institutional client base.

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Equity Analyst 2

2-5 years of relevant financial/investment research experience

Responsible for providing support to the firm’s existing equity capabilities. Works closely with the portfolio management team to support the co-management of the funds and contribute to the credible and structured investment process. Works in collaboration with the team and communicates effectively with both a retail and institutional client base.

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Sr. Client Relationship Advisor

Six to eight years of mutual fund industry experience with at least four years of direct experience in a senior client-facing role. The CFP designation is required in addition to FINRA Series 6, FINRA Series 63 and FINRA Series 65.

Executes comprehensive relationship management strategy to ensure superior client service and high retention rates. Provides portfolio review services, information about new products and services and education on various investing concepts.

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