Highland Associates Associate Investment Consultant

Regions Bank • Birmingham, AL

14h

About The Position

At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new relationships through supporting the business development process.

Requirements

• Bachelor’s degree in a relevant field
• Demonstrable success in a team environment
• Demonstrates high energy and strong drive for results
• Excellent communication skills, both verbal and written
• Strong organizational and presentation skills

Nice To Haves

• Previous experience working in the Investment Management and/or Financial Services industry
• Progress toward professional designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)

Responsibilities

• Supports Senior Consultants and Consultants with client relationships
• Participates in routine dialogue with clients, as needed
• Coordinates the efforts of Highland Associate’s Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied
• Supports the asset allocation process including: performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing portfolio recommendations and monitoring the investment policy statement for relevance and updates to reflect any recommendations and rebalances portfolios accordingly
• Supports the production of the quarterly client materials and special reports for client presentations such as: manager searches, asset allocation recommendations and education sessions
• Executes client deliverables to high standards of quality and accuracy
• Develops a general knowledge of recommended investment management firms, products, and strategies
• Supports the production of client communications and client training materials about various investment topics
• Participates in internal investment committee and/or subcommittee meetings, as needed
• Supports request for proposal (RFP) production

Benefits

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees