Remote Institutional Investment Consultant (Fiduciary)

Index Fund Advisors, Inc.

Pennsylvania

In loco

USD 90.000 - 130.000

Tempo pieno

14 giorni+

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro

Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Descrizione del lavoro

Index Fund Advisors, Inc. seeks an Institutional Investment Consultant for a full-time remote role serving the Philadelphia area. You will analyze portfolios, craft policy recommendations, and design diversified, tax-efficient solutions.

Collaborate with teams to produce proposals, reports, and client education materials while upholding fiduciary standards. The role emphasizes client relationships, market awareness, and compliance with retirement plans, endowments, and regulatory practices.

Competenze

Finance and investment knowledge aligned with institutional strategies and evidence-based portfolio design.
Experience with institutional clients, ERISA awareness, and regulatory context is preferred.
Strong analytical, quantitative abilities and proficiency in Excel for reports.
Bachelor’s degree in finance/economics/business; CFA/CFP credentials are advantageous.

Mansioni

Analyze institutional portfolios and develop data-driven investment policy recommendations.
Present strategies that are risk-appropriate, globally diversified, and tax-managed.
Prepare proposals, performance reports, and educational materials for clients.
Maintain strong relationships with institutional clients and respond to inquiries.