In this sector, you'll find all of our listings for investment consulting jobs.
Investment consultants assist retirement fund trustees with their investment decisions. They help them choose which mix of assets to invest in and which fund managers to put their money with.
Since trustees are often people outside of banking, they normally need advice from investment experts to help maximize the value of their funds. Investment consultants advise trustees from varied organizations, including corporate and public retirement plans, university or college endowments, foundations and health care systems.
Investment consultant jobs usually first involve a discussion with trustees or other fiduciaries to discover their investment goals and work out how their funds are currently governed. Investment consultants aim to comprehend what level of performance the trustees expect and their attitude toward risk. The consultants work to formulate liability plans and profiles that enable them to suggest an acceptable investment policy for the trustees.
With increasing frequency, however, investment consultants must implement the advice they provide. This means they often now compete directly with fund managers.
Investment consulting careers generally are in one of two categories:
Asset allocation - Asset allocation specialists help clients decide whether to invest in equities, bonds, private equity funds or other alternative asset classes with the aim of generating the returns they require to make payments over the next 30 years or longer. Asset allocation roles are more complex and require the use of mathematical models to find the correct outcome.
Fund selection - Fund selection specialists spend most of their time analyzing individual asset managers and their products and researching their investment strategy. They study the performance of the retirement funds' portfolio and compile regular reports on its positives and negatives.
People working in asset allocation positions will have previously earned an actuarial qualification. Those in actuarial jobs use statistical modeling to create forecasts used to hedge against future risks to investments. They calculate future liabilities and use these estimates to advise companies on the best way to structure their retirement scheme.
Senior investment consultants usually work in the fund selection division and interact with clients the most. Senior consultants create presentations for clients to discuss the logic behind the investment strategy that the team has designed, show its ongoing performance and handle any problems that arise. A single investment consultant will always have multiple clients.
In most cases, fund selection consultants will have a Chartered Financial Analyst (CFA) qualification or equivalent.
Investment consulting roles are supported by a team of investment analysts. This is a junior position which requires little client interaction. They spend most of their time researching, with tasks including drafting investment policies, developing statistics for client presentations, analyzing investment performance of portfolios and producing reports for clients monthly or quarterly.
As investment consultants have grown into large international companies more recently, they have also hired more people in support and compliance roles.
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Perform Accounting, Reporting and Analysis of International Investment Expenses for US and International Inves...
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Director, Consultant Relations - Southeast Regioin
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Fast Track Program for aquiring Series 6 & 63
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Brinker Capital Inc. a premiere investment management firm is looking to add a Regional Director to our Midwes...
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Fund Evaluation Group a dynamic, growth-oriented financial services firm headquartered in Cincinnati, OH seek...
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It requires the candidate to have the capabilities in modelling, software development, and quantitative marke...
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| Investment Banking Vice President - Tech M&A | Michael Page International In line with industry standard | San Francisco, CA | 07 Feb 12 |
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| Lead Performance Analyst Job | Ameriprise NA | Minneapolis, MN, 55401 | 07 Feb 12 |
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Columbia Management, an Ameriprise Financial company, is looking for a Lead Performance Analyst to be located ...
| Analyst/Top Hedge Fund | Analytic Recruiting Inc. Competitive compensation | Stamford, CT | 07 Feb 12 |
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A large and prestigious hedge fund based in the Stamford, CT area is seeking an mathematically-inclined Analys...
| Business Development Strategist | IJC Partners, LLC. Base + Bonus | New York, NY, 10017 | 06 Feb 12 |
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NYC Hedge Fund is seeking a Strategy Consultant or Investment Banking analyst to join their business developme...
| Emerging Markets Research Associate | MetLife 100 - 150K total cash incentive | Morristown, NJ, 07961 | 06 Feb 12 |
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Why work at MetLife?
| Investment Banking Analyst or Associate | Advanced Resources Compensation: $90,000 – 100,000 base sal... | Chicago, IL, 60606 | 06 Feb 12 |
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We are seeking an investment banking analyst/associate who can excel in an entrepreneurial environment. This r...
| Vice President, U. S. Institutional Business Development | Matthews International Capital Management, LLC not disclosed | San Francisco, CA, 94101 | 06 Feb 12 |
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This individual will focus on expanding Matthews business relationships with U.S. institutions, consultants, a...
| Account Executive | Convergent Wealth Advisors not disclosed | Potomac, MD | 06 Feb 12 |
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See job description below
| Client Services Representative | Brinker Capital, Inc. Competitive compensation plan | Berwyn, PA, 19312 | 06 Feb 12 |
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Brinker Capital, Inc. a premier Investment Management firm located in Berwyn, PA is looking to add a Client Se...
| Sales Executive – Cash Management | Not Disclosed Competitive compensation commensurate wi... | New York, NY | 06 Feb 12 |
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New York City-based Fixed Income Investment Manager seeks experienced sales professional with established inst...
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Veritat is a national advisory firm seeking a local Financial Advisor to build trusted client relationships an...
| Financial Advisors for Brokerage Firms (NY) | Not Disclosed commission based position | New York, NY, 10019 | 06 Feb 12 |
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Experienced financial advisors are needed for the brokerage industry. Interested in advisors with domestic or ...
| Vice President, Sales | The Bowdoin Group Base plus commission | Chicago, IL, 60623 | 06 Feb 12 |
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Leading provider of quantitative analytics and software is looking to hire a senior salesperson responsible fo...
| Business Consultant | HRSEG Inc. 12oK | New York, NY | 03 Feb 12 |
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Company sells, develops, implements and maintains a software product for the asset management industry. The pr...
| JAVA / J2EE | Chase Winters Worldwide, Inc. Highly Competitive Base Salary + Bonus +... | San Francisco, CA | 02 Feb 12 |
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Outstanding opportunity to leverage technical, functional, and strategic skills. This is a highly-visible rol...
| .NET | Chase Winters Worldwide, Inc. Highly Competitive Base Salary + Bonus +... | San Francisco, CA | 02 Feb 12 |
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| Exchanges Representative | Bloomberg NA | New York, NY, 10001 | 01 Feb 12 |
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| Client Service Analyst | Professional Staffing Group up to $70k base + bonus and profit shari... | Boston, MA | 01 Feb 12 |
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We are a privately held and well established investment management firm. We are seeking qualified professional...
| Revenue Accountant | MSCI Inc. USD | Rockville, MD | 31 Jan 12 |
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MSCI based in Rockville, Maryland is seeking an experienced Revenue Accountant with solid accounting skills a...
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| ISS Corporate Services Compensation Analyst | MSCI Inc. USD | Rockville, MD | 31 Jan 12 |
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We are currently seeking an Corporate Services Compensation Analyst to join our ISS team based in Rockville, M...