Institutional Investment Consultant, Senior Associate
Core
Senior Associate supporting institutional clients with investment services, portfolio construction, and asset manager evaluation.
Role type
Senior IC Institutional Investment Consultant
Builds
Investment portfolios and client service deliverables
Domain
Financial Services / Institutional Asset Management
Required skills
Portfolio construction, risk metrics analysis, performance calculations, asset allocation studies, investment manager searches, project management, complex data presentation
Preferred skills
Leading complex client relationships, deep knowledge of traditional and alternative investments, familiarity with defined contribution/benefit/endowment plans
Technologies
Microsoft Excel, Word, PowerPoint
Responsibilities
Work with client staff and investment committees to understand needs and constraints; monitor global capital markets and communicate updates; collaborate on portfolio performance analysis; support investment manager searches and asset allocation studies; lead or participate in client meetings; mentor junior analysts.