Senior Consultant, Investment Performance
Knowledge/Skills
Significant knowledge of finance and investment vehicles and mandates, laws, regulations and economic conditions that affect investments acquired through an advance degree program and/or additional distinctions (CFA, CAIA, CIMA, CIPM). Additionally, a related, client servicing centric work experience is required to develop and provide performance and investment analysis products. Have a thorough understanding of performance calculation, attribution methodologies and additional investment analysis (ie asset allocation interpretation, due diligence and investment manager search). Analytical and problem solving skills are required to understand and provide investment reporting solutions. Technology orientation and proficiency is required to generate and improve client reports. A consultative approach to client servicing is a must.
Experience: 7-10 years of investment related experience MBA and/or CFA a definite plus. Clients servicing experience required.