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Investment Consulting
In this sector, you'll find all of our listings for investment consulting jobs.
Investment consultants assist retirement fund trustees with their investment decisions. They help them choose which mix of assets to invest in and which fund managers to put their money with.
Since trustees are often people outside of banking, they normally need advice from investment experts to help maximize the value of their funds. Investment consultants advise trustees from varied organizations, including corporate and public retirement plans, university or college endowments, foundations and health care systems.
Investment consultant jobs usually first involve a discussion with trustees or other fiduciaries to discover their investment goals and work out how their funds are currently governed. Investment consultants aim to comprehend what level of performance the trustees expect and their attitude toward risk. The consultants work to formulate liability plans and profiles that enable them to suggest an acceptable investment policy for the trustees.
With increasing frequency, however, investment consultants must implement the advice they provide. This means they often now compete directly with fund managers.
Investment consulting careers generally are in one of two categories:
Asset allocation - Asset allocation specialists help clients decide whether to invest in equities, bonds, private equity funds or other alternative asset classes with the aim of generating the returns they require to make payments over the next 30 years or longer. Asset allocation roles are more complex and require the use of mathematical models to find the correct outcome.
Fund selection - Fund selection specialists spend most of their time analyzing individual asset managers and their products and researching their investment strategy. They study the performance of the retirement funds' portfolio and compile regular reports on its positives and negatives.
People working in asset allocation positions will have previously earned an actuarial qualification. Those in actuarial jobs use statistical modeling to create forecasts used to hedge against future risks to investments. They calculate future liabilities and use these estimates to advise companies on the best way to structure their retirement scheme.
Senior investment consultants usually work in the fund selection division and interact with clients the most. Senior consultants create presentations for clients to discuss the logic behind the investment strategy that the team has designed, show its ongoing performance and handle any problems that arise. A single investment consultant will always have multiple clients.
In most cases, fund selection consultants will have a Chartered Financial Analyst (CFA) qualification or equivalent.
Investment consulting roles are supported by a team of investment analysts. This is a junior position which requires little client interaction. They spend most of their time researching, with tasks including drafting investment policies, developing statistics for client presentations, analyzing investment performance of portfolios and producing reports for clients monthly or quarterly.
As investment consultants have grown into large international companies more recently, they have also hired more people in support and compliance roles.
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| Director and Business Leader, Global Markets - Political Risk Consultancy | Eurasia Group competitive | New York City, NY | 16 May 12 |
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Eurasia Group, an independent research and consulting firm specializing in global political risk analysis, is ...
| Board Management Services Associate | BlackRock not disclosed | Princeton, NJ, 08540 | 16 May 12 |
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See job description below
| Director- Solutions and Services | TheMcGraw-HillCompanies not disclosed | New York, NY | 16 May 12 |
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| Client Service Associate | Convergent Wealth Advisors not disclosed | Potomac, MD | 15 May 12 |
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See job description below
| Investment Management Associate | Convergent Wealth Advisors not disclosed | Potomac, MD | 15 May 12 |
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See job description below
| Senior Data Warehouse Architect - Risk Management - Long Term Engagement | DTG Capital Markets Excellent Daily Rate | New York, NY, 10004 | 15 May 12 |
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This position will be the data integration design lead of a significantly large risk data warehouse, providing...
| Reporting and Analytics Investment Associate | MetLife 100000-150000 | Morristown, NJ | 15 May 12 |
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The Global Reporting group is looking for a focused, well-organized and creative member to add to the team. T...
| Vice President, Investment Consultant | Fidelity Investments Competitive | Boston, MA | 15 May 12 |
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This VP position encompasses three distinct purposes 1) Ensuring that the investment needs of the assigned cor...
| Supervisor- Funds Administration | Brandywine Global Investment Management Competitive | Philadelphia, PA | 15 May 12 |
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The Supervisor will plan, coordinate, and manage all processes and perform the activities associated with Comm...
| Director, Florida Research | Not Disclosed Competitive | West Palm Beach, FL | 15 May 12 |
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Works on a variety of research projects, with various departments and senior management at INTECH, to enhance ...
| Director of Acquisitions | Not Disclosed Competitive | Boston, MA | 15 May 12 |
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A private family office located in a suburb west of Boston is seeking a Director of Acquisitions for its opera...
| Operations Specialist | Not Disclosed Competitive | Exton, PA | 15 May 12 |
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| Director of Client Services | Not Disclosed Competitive | Jersey City, NJ | 15 May 12 |
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Reaves Asset Management is seeking a candidate to assume overall responsibility for a new position within the ...
| Operations Specialist | Ziegler Lotsoff Capital Management LLC Competitive | Chicago, IL | 15 May 12 |
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| Marketing Associate | Ziegler Lotsoff Capital Management LLC Competitive | Chicago, IL | 15 May 12 |
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| Vice President – Investment Strategy Group | Sentinel Investments Competitive | Montpelier, VT | 15 May 12 |
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The VP of the Investment Strategy Group will be responsible for the communication of our investment views and ...
| Security Analyst – Generalist | Charter Research & Investment Group $95,000 | Fairfield, CT | 15 May 12 |
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Fairfield, CT SEC Registered Investment Advisor has exceptional long-term opportunity for the right individual...
| Marketing Associate | DDJ Capital Management, LLC Competitive | Waltham, MA | 15 May 12 |
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DDJ Capital Management, LLC is an investment advisor based in Waltham specializing in distressed and high yiel...
| Business Consultant | HRSEG Inc. 12oK | New York, NY | 14 May 12 |
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Company sells, develops, implements and maintains a software product for the asset management industry. The pr...
| Senior Sales - New York | EC1 Partners $150,000 | New York, NY, 10001 | 14 May 12 |
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Sales/portfolio management/data management/investment accounting/performance measurement
| Fund of Funds Controller | The Townsend Group Competitive | Cleveland, OH | 14 May 12 |
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Townsend is seeking a Fund of Fund Controller located in Cleveland office. The ideal candidate will possess a...
| Research Analyst – Alternatives | Rocaton Investment Advisors depend upon experience | Norwalk, CT, 06851 | 09 May 12 |
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Rocaton Investment Advisors, LLC (Rocaton) is a nationally recognized 100% employee-owned, full-service instit...
| Investment Systems & Operations Analyst | Legg Mason & Co, LLC Commensurate with Experience | Baltimore, MD, 21202 | 09 May 12 |
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Legg Mason Investment Counsel (LMIC), based in Baltimore, MD, is hiring an Investment Operations Analyst. The...
| Investment Analyst | Not Disclosed Competitive, based on experience | San Francisco, CA | 08 May 12 |
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The Investment Analyst supports a team of portfolio managers helping them achieve the firm's investment perfor...
| Mutual Fund Services Administrator | Harris Associates Lp Competitive | Chicago, IL | 08 May 12 |
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Harris Associates L.P. is a highly regarded investment management firm that manages equity, balanced, global, ...
| Investment Officer - North American Equities (Job ID # 23265) | UN Pension Fund/Investment Management Division Competitive | New York, NY | 08 May 12 |
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This position is located in the Investment Management Division (IMD) of the United Nations Joint Staff Pensio...
| Investment Officer Alternative Investments, P4 (Job ID # 23278) | UN Pension Fund/Investment Management Division Competitive | New York, NY | 08 May 12 |
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Org .Setting And Reporting This position is located in the Investment Management Division (IMD) of the United...
| Investment Officer Real Estate, P4 (Job ID # 23300) | UN Pension Fund/Investment Management Division Competitive | New York, NY | 08 May 12 |
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Org .Setting And Reporting This position is located in the Investment Management Division (IMD) of the Unit...
| Investment Officer -Emerging Markets Equities/ Asia, P4 (Job ID # 23298) | UN Pension Fund/Investment Management Division Competitive | New York, NY | 08 May 12 |
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Org .Setting And Reporting This position is located in the Investment Management Division (IMD) of the Unit...
| Structuring & Collateral Associate | Deutsche Bank Market | Jacksonville, FL | 07 May 12 |
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In the world's financial markets, Deutsche Bank CIB: Markets is an acknowledged leader. We regularly win award...