Introduction

Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.

The firm is specifically seeking an investment technically strong individual, who would be able to perform investment consulting analysis/calculations/modelling herself/himself, if need be.

Duties & Responsibilities

• Deliver high quality client service and build deep relationships with clients, advisors and other stakeholders.
• Create, review and update investment manager research for distribution to a wide audience, including clients and prospective clients.
• Draft and review clients’ IPS and manage clients’ investment strategy design.
• Design and draft client investment presentations and attend client meeting...