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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 34 jobs
Senior Manager - Infrastructure Business Improvement Macquarie Competitive New York City, NY 26 May 13

Macquarie Infrastructure and Real Assets (MIRA) is a leader in alternative asset management worldwide.

Sales & Marketing Rep II Job BNY Mellon Competitive Norwalk, CT 25 May 13

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Texas Coverage Broker Dealer Financial Advisor Selby Jennings Upfront Forgivable Loan + 40% ROA San Antonio, TX 24 May 13

Generous Upfront t12 Calculated Golden Handshake; Top Performing Global Broker Dealer; First Class Product Off...

LATAM Client Broker Dealer: Miami Selby Jennings $ Very Competitive - Forgivable loan bas... Miami, FL 24 May 13

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

Philadelphia Metro Coverage Private Banker Selby Jennings $100000 - $200000 per annum Philadelphia, PA 24 May 13

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

Investment Adviser for Boutique Private Bank Selby Jennings $80000 - $180000 per annum Philadelphia, PA 24 May 13

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

Chicago Based Domestic Coverage Private Banker Selby Jennings $ Competitive plus bonus Chicago, IL 24 May 13

Boutique US Private Bank: Domestic Coverage Private Banker/Investment Councillor; Flat Management Hierarchy

Asset/investment Management Compliance Officer JCW Search $50 - $150 per hour New York City, NY 24 May 13

Major investment management firm seeks a number of professional Compliance officers from an asset/investment m...

Sr Active Equity Resch Anlyt Job BNY Mellon Competitive San Francisco, CA 24 May 13

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Senior Research Analyst FI Job BNY Mellon Competitive San Francisco, CA 24 May 13

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Research Analyst-Active Equity Job BNY Mellon Competitive San Francisco, CA 24 May 13

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Leading Investment Bank consultancy – Data/Reporting Analyst/Associate – New York & London Westbourne Partners $90,0000 New York City, NY 21 May 13

My client is a specialist investment bank consultancy with offices based globally. There currently exists a ne...

Managing Partner AXA Equitable DOE Pittsburgh, PA 21 May 13

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

Managing Partner AXA Equitable DOE Charlotte, NC 21 May 13

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

M & A Analyst Not Disclosed 70000-95000 New York City, NY 20 May 13

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

Internal Senior Consultant - CIB Consulting (Vice President) BNP Paribas Not Specified New York City, NY 20 May 13

CIB Consulting was first created in 2009 in Paris and is a rapidly growing internal strategy and transformati...

Internal Junior Consultant - CIB Consulting (Associate) BNP Paribas Not Specified New York City, NY 20 May 13

CIB Consulting was first created in 2009 in Paris and is a rapidly growing internal strategy and transformati...

Associate - CIB Consulting (Analyst) BNP Paribas Not Specified New York City, NY 20 May 13

CIB Consulting was first created in 2009 in Paris and is a rapidly growing internal strategy and transformati...

Insurance and Financial Services Agent - State Farm State Farm Insurance Paid Training + Licensing + Signing Bonu... Irvine, CA 20 May 13

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

Quant - Model Validation - Treasury and Finance OCG - Obtain Consulting Group Competitive New York City, NY 20 May 13

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

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 ...

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...

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...

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 ...

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...

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