Institutional Investment Consulting Associate

Jobtailor; Massachusetts; On-site; USD 80,000 - 105,000; Full time

Job summary

Jobtailor is seeking a candidate to monitor developments at investment management firms, communicate updates to clients, and produce detailed client reports through investment data analysis and manager monitoring.

The role emphasizes collaboration, high-quality deliverables, and leveraging AI-enabled tools in a dynamic environment. Requires 2–5 years of investment experience and a bachelor’s degree.

Qualifications

• A bachelor's degree from an accredited institution with coursework in business or investment-related courses.
• 2-5 years of relevant investment experience.
• Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Self-motivated and effective in a highly collaborative team environment.
• Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting.
• Strong analytical, project management, and communication skills.
• High-level attention to detail and an understanding of its impact on the bigger picture.
• Commitment to continuous learning and staying current with industry trends and market conditions.
• Adaptability and decisiveness.
• Proficient in Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Examine and monitor developments at investment management firms and communicate relevant updates to clients.
• Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
• Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring.
• Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters.
• Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities.
• Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis.
• Participate in quarterly or ad-hoc client meetings.

Skills

Investment Analysis

Performance Calculations

Risk Metrics

Portfolio Construction

Asset Allocation Studies

Investment Policy Statements

Client Reporting

Data Analysis

Project Management

Investment Structure Reviews

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

• Examine and monitor developments at investment management firms and communicate relevant updates to clients
• Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools
• Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
• Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters
• Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
• Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis
• Participate in quarterly or ad-hoc client meetings

Requirements

• A bachelor's degree from an accredited institution with coursework in business or investment-related courses
• 2-5 years of relevant investment experience
• Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation
• Knowledge of performance calculations, risk metrics, and portfolio construction
• Self-motivated and effective in a highly collaborative team environment
• Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
• Strong analytical, project management, and communication skills
• High-level attention to detail and an understanding of its impact on the bigger picture
• Commitment to continuous learning and staying current with industry trends and market conditions
• Adaptability and decisiveness
• Proficient in Microsoft Excel, Word, and PowerPoint.

ATS Optimization Keywords

Hard Skills

• Investment Analysis
• Performance Calculations
• Risk Metrics
• Portfolio Construction
• Asset Allocation Studies
• Investment Policy Statements
• Client Reporting
• Data Analysis
• Project Management
• Investment Structure Reviews

Soft Skills

• Self-Motivated
• Collaborative
• Attention to Detail
• Adaptability
• Decisiveness

Certifications & Qualifications

• CFA
• CAIA
• CIMA
• CIPM