Strategic Investment Consultant
6 days ago
Key Responsibilities include collaborating with global Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review materials. This role also involves assisting in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
The ideal candidate will have a Bachelor's degree in Finance, Economics, Business, or a related field, as well as 0.6 –3 years of experience in investment management, consulting, client reporting, or financial services. Proficiency in PowerPoint and Excel is essential, with knowledge of Python or SQL being a plus. Familiarity with investment concepts such as portfolio theory, asset allocation, and risk/return analysis is required.
A hard-working and eager-to-learn individual who can work collaboratively in an intellectually rigorous environment will thrive in this role. Self-starters with strong problem-solving skills and attention to detail are encouraged to apply.
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
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Strategic Investment Consultant
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