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Institutional Investment Consulting Associate
Job in
Brockton, Plymouth County, Massachusetts, 02411, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management, Risk Manager/Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
- 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
- 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.
- Investment Analysis
- Performance Calculations
- Risk Metrics
- Portfolio Construction
- Asset Allocation Studies
- Investment Policy Statements
- Client Reporting
- Data Analysis
- Project Management
- Investment Structure Reviews
- Self-Motivated
- Collaborative
- Attention to Detail
- Adaptability
- Decisiveness
- CFA
- CAIA
- CIMA
- CIPM
Position Requirements
10+ Years
work experience
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