Highland Associates Associate Investment Consultant

Regions Bank•Birmingham, AL

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