Investment Consulting, Associate

DeMarche is seeking a full-time Investment Consulting, Associate. This professional will join a team of client-responsive analysts.

Our Associates are highly organized, highly competent analysts that support our team of consultants, senior analysts, clients and investment committee members. Daily tasks involve assimilating client information and data into professional reports, collecting information from investment managers, generating technical reports using various investment databases and financial software and responding to internal and external inquiries for information.

Job Duties

· Assimilate complex information from multiple sources into standard and customized reports for consultants’ communications with institutional investment clients.

· Set priorities for timely responses to consultants, client inquiries and material preparation.

· Research various market, investment and plan sponsor topics under the direction of Senior Consultants and the firm’s Chief Investment Officer.

· Communicate with technical investment experts to acquire current data and ensure accuracy and clarity of documentation that is prepared.

· Properly store reports and organization information for quick access by team members.

· Troubleshoot and clearly articulate solutions when problems arise for consultant or client.

Job Requirements

· A strong financial acumen for communicating with clients and consultants.

· Attention to detail, initiative to proofread, and promptness in producing professional results.

· Natural curiosity and inquisitiveness about capital markets.

· An above average level of technical skills in Microsoft Excel, PowerPoint, and Word.

· Experience with Outlook, Morningstar, and eVestment are desired.

· A college degree in finance or economics is highly desired.

· Strong time management skills with the ability to manage multiple projects simultaneously.

· Office skills are needed for producing final projects and essential administrative duties

Success Measures

· Performs with limited oversight while working under the direction of their assigned consultants.

· Accuracy and timeliness are consistently demonstrated in all work.

· Ability to communicate and collaborate with strong personalities.

· Displays a high level of professionalism in communications and work output.

· Demonstrates motivation, conscientiousness and adaptability in handling multiple details.

· High level of professional, accurate verbal and written communication with all internal and external parties.

Working Conditions

· Ability to work and be productive in a cubicle working amidst colleagues.

· Office environment with standard office equipment and technology.

· Some overnight travel may be required (air and auto).

· Valid driver’s license is required.

· Overtime is necessary with minimal advance notice.

Opportunities for growth and advancement are available for high performers. Preference is given to candidates pursuing or interested in the pursuit of a CFA or CAIA.

About the Company

DeMarche is an independent investment consulting firm providing a wide range of advisory and discretionary services to institutional investors. We help guide investment policy, asset allocation strategies, performance benchmarking, and provide discretionary asset management for clients. We are proud of our reputation as a leading innovator for investment policy, analysis, and research. We attribute much of our success to our team of consultants and analysts.

Our clients include major corporations, endowments, foundations, healthcare systems, public pension funds, professional associations, non-profit faith based and academic institutions. Three things drive our culture: leveraging the skill and knowledge of our team to solve problems, a dedication to rigorous analytics for the investment market, and a commitment to do what is best for our clients.

Job Type: Full-time

Pay: $47,500.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Work Location: In person

Salary : $47,500 - $55,000