Investment Client Consultant
About The Position
As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate). Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Requirements
- Defined Benefit and Defined Contribution plans experience
- Experience in setting investment objectives
- Experience in strategic asset allocation
- Experience in investment management structures
- Experience in manager selection
- Experience in performance measurement and evaluation
- Experience in investment manager monitoring
- Experience in custodian selection
- Experience in transition advice
- Experience in statements of investment policy
- Experience in global research services
- Ability to liaise closely with senior consultants, clients, fund managers and other areas of the firm
- Ability to take increasing responsibility for client relationships
- Ability to provide constructive feedback to junior associates
- Ability to assist in the development of associates’ skills and capabilities
Responsibilities
- Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
- Participate in providing a wide range of services to pension investment committees
- Assist with asset allocation and asset/liability modeling studies
- Participate as a member of the team that works together effectively in delivering services to clients
- Support the execution of large-scale engagements
- Establish a trusted advisor role with clients and provide consistent, superior relationship management
- Producing work in accordance with Professional Excellence requirements
- Complete project deliverables through effective resource utilization
- Partner with internal lines of business to assist in better addressing the client’s need and objectives
- Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
