Collaborate closely with senior consultants and analysts to provide ongoing, high-impact investment advice to a diverse portfolio of institutional clients.
Play a key role in designing and analyzing strategic investment solutions customized to each client’s unique circumstances.
Develop and critically review complex strategic asset allocations and conduct sophisticated asset-liability modeling.
Lead manager research and selection processes across a broad spectrum of public and private asset classes.
Prepare detailed client reports and essential investment governance documentation, including investment policy statements.
Engage actively in portfolio structuring, performance monitoring, and manager oversight to ensure optimal client outcomes.

Bachelor’s degree in finance, economics, mathematics, or a related business discipline
5 to 10 years of relevant investment experience, ideally within institutional consulting or asset management
Proven ability to present confidently to clients and collaborate effectively within a team environment
Advanced proficiency in Microsoft Excel, Word, and PowerPoint
Exceptional analytical, modeling, project management, and communication skills.
Progress toward or attainment of professional qualifications such as CFA charter, actuarial certification, or MBA.

Senior Investment Consultant

Key skills