Investment Consultant* - Implementierung
Core
Support institutional clients in implementing strategic investment decisions by translating goals into mandates, asset manager structures, and portfolio adjustments across traditional and private markets.
Role type
Implementation-focused Investment Consultant
Builds
Mandates, asset manager structures, and portfolio adjustments for institutional clients
Domain
Institutional Asset Management
Required skills
Institutional investment processes, asset class knowledge (traditional & private markets), mandate selection, portfolio management, stakeholder coordination, market analysis, presentation creation
Preferred skills
CFA qualification, advanced Excel/PowerPoint skills
Technologies
MS Office (Excel, PowerPoint, Word)
Responsibilities
Support implementation of institutional investment strategies including manager selection and mandate allocation; Manage ongoing client mandates and implementation projects; Create regular reports and ad-hoc analyses on portfolio and market data; Provide expert advice on market trends, ESG, and regulatory developments; Analyze market opportunities and risks for client portfolios; Prepare presentations and recommendations for clients and internal committees
Seniority
Junior to Mid-level, hands-on IC