Investment Client Consultant

Summary of Role

As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
• Participate in providing a wide range of services to pension investment committees
• Assist with asset allocation and asset/liability modeling studies 
• Participate as a member of the team that works together effectively in delivering services to clients
• Support the execution of large-scale engagements
• Establish a trusted advisor role with clients and provide consistent, superior relationship management

• Producing work in accordance with Professional Excellence requirements 

• Complete project deliverables through effective resource utilization

• Partner with internal lines of business to assist in better addressing the client’s need and objectives
• Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities

The Requirements

• Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
• Strong client focus and a record of supporting the management of client relationships
• Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
• Understanding of investment management organizations and their role in client solutions 
• Excellent oral and written communication skills and ability to liaise with internal and external constituencies
• Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
• Willingness to mentor junior colleagues to assist in developing our talent pool 

• Moderate travel required

   

   

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer