Analyst, Investment Consulting

Stamford, Connecticut, United States. Atlanta, Georgia, United States. Chicago, Illinois, United States. Pittsburgh, Pennsylvania, United States

Analyst, Investment Consulting

202407687

Stamford, Connecticut, United States
Atlanta, Georgia, United States
Chicago, Illinois, United States
Pittsburgh, Pennsylvania, United States

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Full time

Closing on: Dec 30 2024

Description

As an Investment Analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include strategic 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.

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

The Role

Performance Objectives:

Excellence

Produce quarterly reports for delivery to clients by pre-determined deadlines
Support team members in the construction and delivery of presentations to clients

People

Build relationships internally and collaborate effectively on cross-functional teams
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Clients

Work together as part of dedicated client teams providing a variety of services to clients
Deliver on projects to meet or exceed client expectations

Qualifications

The Requirements

Undergraduate degree with 1-3 years of experience
Progress towards CFA desirable
Interest in financial markets
Oral and written communication skills
Comfortable in a team environment
Attention to detail
Working knowledge of Excel
Ability to work independently and manage time and projects individually
Ability to deliver high quality work while meeting deadlines

EOE, including disability/vets

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