Institutional Investment Consultant

CHRISTIAN BROTHERS SERVICES•Village of Tarrytown, NY

1d•$150,000 - $200,000•Onsite

About The Position

Join us at Christian Brothers Services, where our mission is to support and serve the Catholic Church and its ministries across the nation. Our Consulting Solutions Division is seeking a full-time Institutional Investment Consultant to work as a trusted advisor to Catholic client base in a collaborative, team-oriented environment. The consultant will advise on asset allocation, research and monitor investment managers, assist in implementing investment solutions, and deliver ongoing performance and portfolio analysis to clients. The consultant will provide proactive advice and recommendations on a range of investment related issues and provide client education as needed. This position provides a unique opportunity for an investment professional to apply their skills in supporting a unique and special client base who desire to invest in a socially responsible way, aligned with their mission. The Investment Services team works closely with our client's Leadership and Investment Advisory Committees to establish investment policies and guidelines and to improve risk-adjusted performance of the client's investment assets in a way which is compliant with Catholic Values.

Requirements

Strong knowledge of equity and fixed income markets
Experience working with clients in support of their investment goals and objectives
Experience interfacing with investment managers
Excellent verbal communications skills
Attention to detail
Undergraduate degree is required

Nice To Haves

Interest and willingness to understand and support the mission of our Catholic clients
CFA/MBA desirable

Responsibilities

Advise on asset allocation
Research and monitor investment managers
Assist in implementing investment solutions
Deliver ongoing performance and portfolio analysis to clients
Provide proactive advice and recommendations on a range of investment related issues
Provide client education as needed
Establish investment policies and guidelines
Improve risk-adjusted performance of client's investment assets in a way which is compliant with Catholic Values