Opportunity Description
Posting Description
Summary:
The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper.
Responsibilities:
+ Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm
+ Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restriction
+ Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis
+ Collaborate with Investment Research in developing solutions for client portfolios
+ Analyze and create customized components for client reports and supplemental meeting materials as needed
+...
Summary:
The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper.
Responsibilities:
+ Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm
+ Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restriction
+ Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis
+ Collaborate with Investment Research in developing solutions for client portfolios
+ Analyze and create customized components for client reports and supplemental meeting materials as needed
+...
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