Associate Manager/Manager, Investment Consulting

Responsibilities

• Support Senior Consultants and broader client teams to help deliver high-quality investment consulting services.
• Serve as the primary day-to-day contact for a select number of client relationships, with support from the Senior Consultant and broader client team, ensuring a responsive, consistent, and positive client experience.
• Build trusted relationships with client contacts through effective communication, trusted advice, project management, and reliable execution.
• Capture and follow up on client deliverables, ensuring commitments are completed accurately and on schedule.
• Contribute to the development, implementation, and monitoring of client investment strategies and solutions.
• Apply investment and market knowledge to support client outcomes and address complex challenges.
• Review and oversee deliverables to ensure quality, accuracy, and consistency with client objectives.

Qualifications

• Bachelor's degree required.
• Approximately 4+ years of investment-related experience in investment consulting, financial services, or another related analytical or client-focused investment environment.
• Intellectually curious and the desire for a career in investments.
• Demonstrate professionalism and sound judgement when working with clients and colleagues at all levels.
• Strong organizational, communication, and problem-solving skills, with the ability to manage multiple priorities and deliver high-quality work.
• Progress toward the CFA designation is preferred but not required. Candidates will be encouraged and supported to register for the CFA Level I exam within their first year of employment, if not already pursuing the designation.