Investment Consultant
The investment consultant would serve as the primary contact for client relationships. Responsibilities include, but are not limited to, asset allocation modeling, spending policy analysis, investment manager due diligence and performance attribution.
The successful candidate will be able to utilize the appropriate software to complete these tasks and have the skills to present the findings to a sophisticated investment committee.
All investment consultants are expected to perform investment manager due diligence for a specific asset class.
Requirements
Minimum of 5 years of investment experience
Advance degree MBA/CFA preferred.
Very strong written and oral communication skills − Strong group presentation skills a must
Ability to manage multiple client relationships independently − A true multi-task oriented individual
New business presentation skills and a willingness to assist in the completion of RFP’s
Must be willing to travel
High standards of quality, professionalism and ethics are keys for anyone considering joining this team-oriented, client focused entrepreneurial environment.
Research Analyst
Responsibilities include, but are not limited to, investment manager due diligence, asset allocation modeling, spending policy analysis, and performance attribution.
The successful candidate will be able to utilize the appropriate software to complete these tasks and have the skills to present the findings to the research group.
Requirements
3 to 5 years of investment experience
Very strong analytical, communication, and computer skills
A true multi-task oriented individual
Must be willing to travel
High standards of quality, professionalism and ethics are keys for anyone considering joining this team oriented, client focused entrepreneurial environment.
Commensurate compensation