291 Asset Management Consultant Jobs in New York, NY
Augment Jobs is Hiring an Asset Management Consultant Near New York, NY
Roles And Responsibilities
- Partner with institutional clients, high-net-worth individuals, and corporations to assess their investment objectives, risk tolerance, and financial constraints.
- Conduct in-depth financial analysis, including performance attribution, asset allocation modeling, and investment due diligence.
- Develop and implement tailored investment strategies and asset allocation recommendations based on client goals and market conditions.
- Monitor and evaluate portfolio performance, asset class trends, and economic indicators to make informed investment decisions.
- Provide strategic advice on investment opportunities, market trends, and regulatory changes affecting client portfolios.
- Prepare detailed investment proposals, presentations, and reports for client meetings and presentations.
- Build and maintain strong client relationships through regular communication and proactive portfolio reviews.
- Stay updated on industry trends, emerging investment opportunities, and best practices in asset management.
- Relevant certifications (e.g., CFA, CIMA, CAIA) or advanced degrees in finance or related fields.
- Experience with investment management software and tools (e.g., Bloomberg, Morningstar, FactSet).
- Strong client relationship management skills and a track record of building and maintaining client trust.
- Knowledge of regulatory compliance and fiduciary responsibilities in asset management.
Job Summary
Full Time
$84k-109k (estimate)
07/04/2024
12/29/2024
The job skills required for Asset Management Consultant include Asset Management, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be an Asset Management Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Asset Management Consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Asset Management Consultant positions, which can be used as a reference in future career path planning. As an Asset Management Consultant, it can be promoted into senior positions as an Asset Management Administrator III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Asset Management Consultant. You can explore the career advancement for an Asset Management Consultant below and select your interested title to get hiring information.
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