Senior Investment Consultant – Fund Sponsor Consulting Group

Responsibilities

• Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best‑in‑class work in asset allocation, manager structure, selection, monitoring, and ongoing education
• Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis
• Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad‑hoc manager meetings, and collaborating on annual manager reviews
• Lead searches for new investment managers, either for new allocations or to replace existing managers
• Research and respond promptly to all client requests
• Present information and research to clients in various settings
• Be responsive to clients and colleagues and strive for excellence in all areas
• Assist in developing customized educational information and/or presentations for clients
• Coordinate research efforts for clients
• Contribute to topical white papers, blog posts, and other research
• Represent the firm and participate (or present) at industry events, including events hosted by the firm
• Actively generate new client relationships
• Research prospective clients and work collaboratively with consultants across the firm, as necessary
• Collaborate with associate consultants to contribute to writing high‑quality requests for proposal (RFPs)
• Work closely with associate consultants to create and customize final presentation materials
• Develop and actively participate in final presentations
• Foster a collaborative and client‑focused culture
• Care about and contribute to the career development of associate consultants and analysts
• Contribute positively to internal teams to make the firm a better organization for clients and colleagues

• Bachelor’s degree required
• CFA and/or CAIA designations preferred, or progress toward one or both designations
• 12–20+ years of experience, some or all in an investment consulting capacity
• Knowledge of the capital markets in general and the institutional investment landscape in particular
• Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients
• Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner
• Strong time and project management skills and ability to adjust priorities during particularly busy periods
• Success managing multiple client relationships and projects simultaneously
• Ability to communicate clearly, concisely, and confidently in writing and in presentations
• Demonstrated passion for learning and seeking new ideas
• Success in developing new client relationships