Investment Analyst, Consulting
Core
Provide relationship management and service delivery for institutional clients, ensuring high-level client support and delivering timely investment analysis and strategic advice.
Role type
Senior IC investment analyst (consulting)
Builds
Client deliverables including investment policy reviews, implementation/rebalancing, quarterly reviews, presentations, and customized analysis.
Domain
Institutional asset management and consulting
Deliverable
client delivery
Required skills
Investment analysis, portfolio asset allocation modeling, performance reporting, client relationship management, data accuracy, MS Excel, PowerPoint, database capabilities
Preferred skills
CFA charter, advanced degrees, institutional investment management experience
Responsibilities
Monitor and support internal partners in delivering critical client requirements, prepare and manage quarterly investment reviews, research and communicate client manager performance, serve as primary contact for client inquiries, conduct manager replacement searches, and prioritize critical client requests.
Seniority
Mid-level, hands-on IC