Investment Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Create and deliver investment reports for clients

• Prepare project reports for vendor searches

• Conduct investment analysis for lead generation

• Engage in discussions with clients about market trends and fund performance

• Serve as the primary contact for clients as necessary

• Collaborate with investment managers to acquire comprehensive knowledge of available products

• Gather feedback from key industry contacts to enhance client delivery processes

• Adhere to agency management system standards for data quality and integrity

• Input and sustain complete and accurate data

• Carry out additional responsibilities as required

⛳️ Requirements

• Bachelor's Degree in Business, Finance, or a related field

• Advanced industry education and/or a higher degree

• A minimum of ten (10) years of relevant work experience

• Proficiency in investment analysis

• Possession of a valid Series 65 license

• Exceptional verbal and written communication and presentation abilities

• Strong problem-solving, negotiation, and time management skills

• Excellent analytical capabilities; adept at clearly defining and framing complex issues

• Proven project management skills with a capacity to handle multiple tasks

• Advanced skills in planning, organization, and prioritization

• Ability to work collaboratively in a team environment and promote teamwork

• Proficient in Microsoft Office applications

🏝️ Benefits

• Comprehensive health, dental, and vision insurance

• Retirement savings plan with company match

• Opportunities for professional development and growth

• Flexible work environment and schedules