What are the responsibilities and job description for the Institutional Investment Consultant position at CHRISTIAN BROTHERS SERVICES?
Job Details
Description
BMT (Brenner, McDonagh & Tortolani), a division of Christian Brothers Services is seeking a full-time Institutional Investment Consultant to work as a trusted advisor to Catholic client base in a collaborative, team-oriented environment. The consultant will advise on asset allocation, research and monitor investment managers, assist in implementing investment solutions, and deliver ongoing performance and portfolio analysis to clients. The consultant will provide proactive advice and recommendations on a range of investment related issues and provide client education as needed.
This position provides a unique opportunity for an investment professional to apply their skills in supporting a unique and special client base who desire to invest in a socially responsible way, aligned with their mission.
About the company: BMT Management & Financial Consultants, headquartered in Tarrytown New York, is a division of Christian Brothers Services, an Illinois based not for profit Catholic organization focused on cooperative insurance programs. From its inception in 1972, BMT has served over 240 religious institutes and their sponsored ministries with Finance Office Staffing & Support, Financial Management & Accounting, Government Benefit Eligibility Management, Investment Services, Long Term Planning, and Special Projects. The Investment Services team works closely with our client's Leadership and Investment Advisory Committees to establish investment policies and guidelines and to improve risk-adjusted performance of the client's investment assets in a way which is compliant with Catholic Values.
Pay: $150,000
Benefits:
- 403(b)
- 403(b) matching
- Pension
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Qualifications
Qualifications:
- Strong knowledge of equity and fixed income markets
- Experience working with clients in support of their investment goals and objectives
- Experience interfacing with investment managers
- Excellent verbal communications skills and attention to detail
- Interest and willingness to understand and support the mission of our Catholic clients
- Undergraduate degree is required, CFA/MBA desirable
Salary : $150,000