Investment Consultant
Core
Deliver high-quality investment consulting services to institutional clients including pension boards and endowment trustees, focusing on investment strategy, asset mix, and performance monitoring.
Role type
Investment Consultant (Client-facing IC)
Builds
Investment strategies, asset allocation studies, and client reports for pension plans and endowments
Domain
Institutional Asset Management / Pension Consulting
Deliverable
client delivery
Required skills
Investment performance analysis, risk analysis, peer benchmarking, investment policy reviews, asset allocation studies, portfolio structure analysis, investment manager search and monitoring, client relationship management, project management, mentoring junior analysts
Preferred skills
CFA designation, advanced Excel modeling, experience with investment platforms (Morningstar, eVestment)
Technologies
MS Office Suite (Word, PowerPoint, Excel), investment-focused analytical tools, Morningstar, eVestment
Responsibilities
Support ongoing client relationships by contributing to meeting preparation and materials; Conduct investment performance, risk, and peer benchmarking analysis; Support investment manager searches and ongoing monitoring; Draft client reports and presentations; Manage assigned workstreams across client engagements; Mentor junior Analysts
Seniority
Mid-Senior, hands-on IC with mentorship responsibilities
