Job Description
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 meetings/roadshows to deliver economic, investment performance and investment strategy feedback. Manage ...