Investment Client Consultant
About The Position
As a Director on the Client Consulting team, you will be responsible for leading 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: strategic 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 clients, fund managers and other areas of the firm and take responsibility for client relationships (supported by other consultants and investment analysts as appropriate). Note that visa 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 strategic setting of 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 clients, fund managers and other areas of the firm
- Ability to take responsibility for client relationships
- Ability to develop leveraged teams that work together effectively
- Ability to develop plans for execution of large-scale engagements
- Ability to establish a trusted advisor role with clients
- Ability to provide consistent, superior relationship management
- Ability to introduce/partner with other internal lines of business and services
- Ability to manage financial profitability of the client’s investment mandate
- Ability to provide constructive feedback to junior associates
- Ability to provide opportunities to junior associates to prepare materials and lead portions of client meetings
Responsibilities
- Lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
- Provide a wide range of services to pension and investment committees and sub-committees
- Develop leveraged teams that work together effectively
- Develop plans for execution of large-scale engagements
- Establish a trusted advisor role with clients and provide consistent, superior relationship management
- Introduce/partner with other internal lines of business and services to assist in better addressing the client’s need and objectives
- Manage financial profitability of the client’s investment mandate (e.g., team structure, billing, collection, additional resource utilization)
- Provide constructive feedback to junior associates, provide opportunities to those associates to prepare materials and lead portions of client meetings
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
