Director, Institutional Consulting Group

This position serves as a leading member of a team that provides high-level investment and financial counsel to institutional clients. Works directly with clients to review monthly and quarterly performance results, investment goals and objectives, asset allocation, investment policy statements, manager searches and due diligence, and analyzes such data to make investment and financial judgements and provide sound counsel to clients.

Position responsibilities:

Communicates directly with clients to research and solve client issues and address clients’ investment and financial needs

• Creates and builds client relationships by assisting in developing and facilitating the proposal process (RFP’s) for potential clients
• Develops investment policy and asset allocation modeling for purposes of planning long- and/or short-term investment objectives of clients
• Analyzes spending policy and performance attribution for purposes of providing consultation and expert advice to clients
• Monitors and analyzes investment performance for purposes of providing consultation and expert advice to clients
• Conducts investment research projects and analyzes/evaluates the data from such research to provide sound investment recommendations
• Provides summary analysis to other consultants
• Coordinates and finalizes client meeting materials
• Reviews and finalizes client quarterly evaluation reports and monthly flash reports
• Completes other duties as assigned

Essential skills and experience:

• Master’s Degree (MBA or other advanced degree) preferred and/or Chartered Financial Analyst® charter holder; will consider CFA® level III Candidates
• 4-8 years of investment-related experience
• 1-3 years of Client Relationship management experience
• Management: ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
• Excellent interpersonal and communication skills, written and verbal
• General intellectual curiosity, especially about global capital markets
• Ability to conduct quantitative analysis with a critical eye
• In-depth understanding of quantitative statistics and methods used to evaluate investment managers along with ability to assess qualitative attributes
• Facility with computer applications, proficient in spreadsheets
• Comfortable dealing with high-level decision makers
• High standards of quality, professionalism and ethics
• Enjoy working in a team environment
• Committed to quality in every facet of the position
• Commitment to company values