Consultant, Investment Risk & Analytical Services (IRAS)– Integrated Portfolio Service
Core
Solves complex investment problems and leads client projects to interpret financial metrics and impact investment decisions.
Role type
Senior IC investment consultant (risk & analytical services)
Builds
Client reporting, process improvements, and solutions for client investment requests
Domain
Wealth management and asset servicing
Deliverable
client delivery
Required skills
investment analysis, client relationship management, business judgment, process improvement, data quality oversight, strategic project leadership
Preferred skills
CFA/CIPM/CAIA designation, advanced Excel, financial software exposure
Technologies
Microsoft Office, advanced Excel, financial software
Responsibilities
Independently manage client relationships and evaluate service requirements; lead client projects and provide solutions; provide data quality oversight and mentorship to less tenured members; interface with senior staff and client offices (CIOs, Treasurers); assist management with strategic initiatives
Seniority
Senior, hands-on IC with mentorship responsibilities
