Associate Consultant

Key Responsibilities

• Assist in serving institutional or family wealth clients by supporting regular client communication and meeting preparation
• Support the development of investment recommendations by gathering data and conducting analysis
• Aid in presenting investment strategies, performance analysis, and market commentary in client meetings and reports
• Identify client needs and opportunities through ongoing client interaction

Client Service & Support

• Prepare client deliverables such as quarterly reports, investment policy statements, fee analyses, and benchmarking studies
• Collaborate with internal teams to ensure coordinated workflows
• Participate in client meetings alongside consultants

Process & Systems Management

• Manage content systems including CRM and knowledge of reporting tools and other business development software platforms
• Maintain comprehensive documentation of client interactions, decisions, and recommendations

Business Development Support

• Aid the Highland's business development team in the growth and acquisition of new institutional and family wealth clients
• Write, proofread, and edit proposals, RFP responses, and marketing materials as needed
• Contribute to the development of thought leadership content and marketing collateral
• Track and report on business development metrics to evaluate effectiveness of activities and identify areas for improvement