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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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Showing 1-30 of 30 jobs
Product Mgr - Sr Writer Job BNY Mellon Competitive San Francisco, CA 18 May 13

See Job Description

Product Management Associate Job BNY Mellon Competitive New York City, NY 18 May 13

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Investment Specialist Profund Advisors Base plus bonus Bethesda, MD 17 May 13

ProShares, headquartered in Bethesda, MD is the largest provider of alternative ETFs. We are building out our ...

LATAM Client Broker Dealer: Miami Selby Jennings $ Very Competitive - Forgivable loan bas... Miami, FL 17 May 13

Top North American Private Bank Broker Dealer: Market Leading Platform: Grade A Brand Name & Image

West Coast Coverage Private Banker: Los Angeles Selby Jennings $150,000- $250,000 Newport Beach, CA 17 May 13

Global Private Bank: West Coast Coverage Banker: First Class Institution: Very Competitive Base and Bonus Pack...

Investment Adviser for Boutique Private Bank Selby Jennings $80000 - $180000 per annum Philadelphia, PA 17 May 13

Top North American Private & Retail Bank; Massive Potential for Progression: Rapidly Expanding Office: Competi...

Head of Private Banking; MIAMI Selby Jennings $ Competitive & Bonus Miami, FL 17 May 13

Global Private Bank; Managerial, Senior Team Leader Role; LATAM and Domestic Client Base

Philadelphia Metro Coverage Private Banker Selby Jennings $100000 - $200000 per annum Philadelphia, PA 17 May 13

Boutique Private Bank; Massive Opportunity for Progression; New Team; Untapped Market.

Investment Analyst Job BNY Mellon Competitive Boston, MA 17 May 13

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Research Analyst Ellwood Associates Competitive Chicago, IL 16 May 13

Seeking a candidate for a Research Analyst position with a leading employee owned institutional investment con...

Managing Partner AXA Equitable DOE Charlotte, NC 15 May 13

AXA is building a new entrepreneurial firm in Pittsburgh exclusively focused on supporting the financial plann...

Managing Partner AXA Equitable DOE Pittsburgh, PA 15 May 13

AXA is building a new entrepreneurial firm in Pittsburgh exclusively focused on supporting the financial plann...

Quant - Model Validation - Treasury and Finance OCG - Obtain Consulting Group Competitive New York City, NY 15 May 13

We are shortlisting for an urgent hire within a leading Tier one Bank who are looking to create a new quantita...

M & A Analyst Not Disclosed 70000-95000 New York City, NY 15 May 13

M & A Advisory firm in NY is looking for a dynamic individual to join there team

Performance Analyst Ellwood Associates Competitive Chicago, IL 14 May 13

Seeking an entry level candidate for a Performance Analyst position with a leading employee owned institutiona...

Private Equity Research Consultant Cambridge Associates Competitive Boston, MA 14 May 13

Cambridge Associates is seeking to hire a Private Growth Research Consultant to be part of a highly collaborat...

Insurance and Financial Services Agent - State Farm State Farm Insurance Paid Training + Licensing + Signing Bonu... Irvine, CA 13 May 13

State Farm is looking for successful, business-mind individuals with an strong desire for personal growth, car...

Personal Banker Reg (safe) 2 Wells Fargo salary+incentive Washington, D. C., DC 09 May 13

Manages a premier/excellent household customer portfolio. Profiling customers to determine their needs, then c...

Product Manager, Competitive Challenges Greenwich Associates Base plus bonus Stamford, CT 08 May 13

The Product Manager is responsible for leading all main processes of the Competitive Challenges Financial and ...

Investment Banking Associate Oppenheimer & Co. Inc. Competitive New York City, NY 07 May 13

See Below.

Personal Business Manager/Executive Accountant Avenue Pacific DOE Los Angeles, CA 06 May 13

The CEO of one of LA's top investment firms is seeking a Personal Business Manager/Executive Accountant.

Analyst-Corporate Finance Relationship Manager Deutsche Bank - US Market Jacksonville, FL 04 May 13

A Passion to Perform.

Senior Internal Audit Advisor Cambridge Associates Competitive Boston, MA 30 Apr 13

Cambridge Associates is seeking to hire a Senior Internal Audit Advisor to be a key member of the newly formed...

VP-Corporate Finance, Consumer & Retail Services (Jacksonville, FL) Deutsche Bank - US Market Jacksonville, FL 29 Apr 13

A Passion to Perform.

Senior Manager – Category Novo Nordisk Inc Competitive Princeton, NJ 26 Apr 13

This position is responsible for promoting the utilization of the NNI Procurement Methodology through Category...

Financial Writer Not Disclosed negotiable New York City, NY 26 Apr 13

Financial writer with large following seeks contributing writer. Successful candidate will have engaging writ...

Associate Director of Tax Strategy Cambridge Associates Competitive Boston, MA 25 Apr 13

The Associate Director of Tax Strategy's responsibilities would reach across several departments within the fi...

Perf & Analytics Cnslt,AVP State Street $ Boston, MA 17 Apr 13

Our Company State Street Corporation (NYSE: STT) is the world''s leading provider of financial services to i...

Collaboration Product Manager Job Bloomberg Negotiable Manhattan, NY 08 Apr 13

Product Manager Foundational Applications

Sec Lending Researcher BlackRock Not Specified San Francisco, CA 19 Feb 13

BlackRock's securities lending business manages over $100 billion of on-loan balances. With diverse balances ...

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