Associate Consultant

Altair Advisers; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Altair Advisers in Chicago is seeking an Associate Consultant to support the investment consultants who service our clients. You will assist in the preparation and analysis of materials used to develop investment policy recommendations and help implement asset allocations.

You will participate in client meetings, review performance reports, and coordinate with third-party advisers. The role offers growth toward CFP/CFA credentials and a pathway to develop a professional network in wealth

Qualifications

• Bachelor’s degree in finance, accounting, economics or other business related field is required.
• Highly proactive with a strong work ethic.
• Proficient in Microsoft Office software.
• Excellent interpersonal and communication skills.
• Willingness and ability to pursue CFP and CFA designations.

Responsibilities

• Assist in the preparation of materials for meetings with clients and prospective clients.
• Review monthly and quarterly investment performance reports, input data into cash flow planning software, prepare investment reallocation plans.
• Participate and take notes during meetings with client services team members and clients.
• Communicate with third party client advisers to obtain or provide information as required.
• Execute trading and other client transactions as directed by the consultant team.
• Prepare and analyze reports for investment performance tracking, retirement planning, charitable gifting and tax related information.
• Participate in research projects, money manager calls and meetings with custodial banks as required.
• Begin to establish a professional network that will eventually result in business development opportunities.
• All other duties as assigned by management.

Skills

Microsoft Office

Interpersonal Skills

Proactive

Education

Bachelor's degree in finance, accounting, economics or other business related field

Job description

About Us: Altair Advisers is an independent wealth advisory firm providing investment

management, financial planning and client education services. We counsel a select

group of individuals, families, foundations and endowments. As a fiduciary, we serve as

an advocate for our clients, providing objective advice and comprehensive guidance

across all aspects of our clients’ financial lives.

Position Summary: The Associate Consultant plays a supporting role for the

investment consultants who directly service Altair Adviser’s clients. He or she will assist

in the preparation and analysis of various schedules used when developing investment

policy recommendations for current and prospective clients. He or she will assist in the

implementation and review of asset allocations of client portfolios.

Responsibilities

• Assist in the preparation of materials for meetings with clients and prospective clients
• Review monthly and quarterly investment performance reports, input data into cash flow planning software, prepare investment reallocation plans
• Participate and take notes during meetings with client services team members and clients
• Communicate with third party client advisers to obtain or provide information as required
• Execute trading and other client transactions as directed by the consultant team
• Prepare and analyze reports for investment performance tracking, retirement planning, charitable gifting and tax related information
• Participate in research projects, money manager calls and meetings with custodial banks as required
• Begin to establish a professional network that will eventually result in business development opportunities
• All other duties as assigned by management

Qualifications

• Bachelor’s degree in finance, accounting, economics or other business related field is required
• Highly proactive, must have a strong work ethic
• Proficient in Microsoft Office software
• Excellent interpersonal and communication skills
• Willingness and ability to pursue CFP and CFA designations