Investment Consultant
Job in
Miramichi, New Brunswick, E0A, Canada
Listed on 2026-10-11
Listing for:
Alpha Theory
Full Time
position Listed on 2026-10-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Kickstart your finance career with Alpha Theory as an Investment Process Consultant. Engage directly with portfolio managers to enhance their investment decision-making and use AI tools like Annie.
As an early-career professional, you will own key client relationships while gaining insights into various investment strategies. You will collaborate with senior investment professionals, offering consultative guidance and adapting to clients' evolving needs. This role supports rapid career growth with mentorship, making it ideal for someone eager to develop in the finance industry.
Key Responsibilities:
• Manage a portfolio of client relationships as a point of contact
• Analyze engagement metrics to identify adoption risks
• Provide consultative guidance on portfolio construction
• Facilitate training for clients on Annie’s capabilities
• Gather client feedback for product improvement
Requirements:
• Bachelor's degree in Finance, Economics, or related field
• 0-3 years professional experience, internships included
• Strong analytical mindset with data proficiency
• Familiarity with AI tools and investment principles
• Willingness to travel occasionally
Develop transferable skills and build your network working with top-tier investment professionals!
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