Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
Analyze markets, investment managers, portfolios, and investment performance.
Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
Mentor junior colleagues in their career development.
Source and cultivate relationships with prospective clients and engage with existing clients to grow the breadth of services we deliver to help them advance their missions.

A bachelor's degree preferably in a field relevant to this position
CFA charter and/or MBA
8+ years of experience related to this position
A proven history of excellent client service
Excellent presentation skills
Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
Self-motivation and proven ability to work well in a team environment
Ability to manage multiple priorities and work in a rapidly changing and dynamic environment
Strong analytical, project management, and communication skills
Mastery of detail while understanding the bigger picture
Eagerness to learn and keep up to date with the investment industry and market conditions
Adaptability and decisiveness
Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint
Ability and desire to manage, motivate, and mentor junior-level colleagues

Senior Healthcare Investment Consultant

Key skills