Job Summary:
Assist in managing client investment objectives, asset allocation structures, investment manager and mutual fund selection, evaluation and performance monitoring
Key Responsibilities:
- Conduct analyses; prepare materials and present recommendations on investment and financial issues.
- Create/develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs.
- Work with and present to Investment Committees and CIO/CFO of client institutions, or high net worth individuals.
- Select and evaluate investment managers and mutual funds for virtually all asset classes, including alternative assets.
- Work with Dean’s Pension Consulting group to update models, produce quarterly due diligence books and answer participant questions.
- Develop and implement investment objectives, policies, and asset allocations for complex client structures.
- Assist in producing reports and answering Request for Proposals (RFP).
Requirements:
- Bachelor’s Degree in a related field. CFA required.
- Demonstrated analytical skills.
- Excellent oral and written communication skills and teamwork skills.
- The ability to multi-task and work under pressure within a fast paced environment.
- Must be able to organize and prioritize the tasks at hand.
- Knowledge of financial markets.
Desired:
- Advanced knowledge of Excel and Zephyr’s Style ADVISOR and Allocation ADVISOR.
- Consulting experience preferred.
- Familiarity with Advent’s APX Reporting System and MOXY Order Management System.