Client-Facing Investment Consultant
4 days ago
Efficient Frontier Recruitment seeks a seasoned investment professional to oversee a portfolio of institutional clients and deliver tailored investment consulting services.
The ideal candidate will possess expertise in investment analysis, portfolio management, and client relationship-building.
Key Accountabilities- Foster deep connections with clients, advisors, and other key stakeholders.
- Compile and disseminate thorough investment manager research reports to clients and prospects.
- Liaise closely with clients to craft their IPS and orchestrate their investment strategy design.
- Develop and present compelling investment proposals to clients, attending client meetings/roadshows to share insights on economic, investment performance, and investment strategy.
- Deliver precise and timely investment reports to clients.
- Address ad hoc data and analytical queries from clients promptly.
- Conduct independent investment research and share findings with clients.
- Ensure client relationships align with their expectations as per the signed SLA.
- Maintain accurate CRM records.
- Pioneer the development of advanced technical/quantitative investment models.
- Participate in strategic asset allocation, asset manager evaluation, and portfolio construction committee discussions.
- Investment-specific degree or equivalent experience with over 4 years' relevant investment background.
- CFA Charter or pursuing, highly desirable.
- Relevant industry certifications.
- Exceptional performance analysis, quantitative reasoning, logical thinking, and problem-solving skills.
- Superb written and verbal communication abilities.
- Aptitude to work independently and collaboratively in fast-paced environments with competing deadlines.
- Unwavering commitment to accuracy and attention to detail.
- Passion for understanding investment markets, investment theories, and economics.
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