Investment Consultant Jobs
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Search Results - Investment Consultant Jobs
AdvisorShares-Bethesda (MD)
Investment Consultant/Relationship Manager/Key Accounts
AdvisorShares Overview
AdvisorShares is an investment management firm offering actively managed ETFs. AdvisorShares offers innovative products and services which provide access to best...
mindmatch.ai -
Chicago
Posting Description:
Aon is looking for an Institutional Investment Consultant
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Investment Consulting...
icims.com -
Insight Global-Los Angeles
Employee works directly with the CIO and Investment Associate, and will have contact with the Trustees, Plans’ CEO, COO, investment consultants, investment managers, custodian, all departments within the organization, outside consultants, legal...
mindmatch.ai -
Allocator Jobs-Boston
January 6, 2025
Type of Role: Investments
Experience Level: VP/Principal/Director
NEPC, LLC is an employee-owned, full-service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 370...
appcast.io -
Coda Search│Staffing-New York
A leading U.S. real estate investment manager for more than 42 years with over $70 billion
in assets under management executes across a range of real estate strategies across the
risk/return spectrum to institutional and private wealth investors...
mindmatch.ai -
Mercer Advisors Inc-San Francisco
and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment...
appcast.io -
ITE MGMT-New York
are cross functional point people within the team and will be required to effectively communicate with senior leaders at the firm, investors, consultants and external service providers, including the fund administrator. Key aspects of the role include...
resume-library.com -
Marquette Associates-Chicago
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our...
appcast.io -
Green Key Resources-New York
in the preparation of investor materials and requests
• Assist with investor outreach and conduct research on investor activities and trends to support the fundraising process
• Work with the fund administrator and legal counsel to process subscription documents...
mindmatch.ai -
IQ-EQ-Dallas
investment adviser, law firm, or investment consulting firm, or JD
• Working knowledge of the IA Act of 1940, the ICA of 1940, FINRA or NFA/CFTC regulations a plus
Salary based on experience and location ($68,000-$85,000) and full benefits package offered...
smartrecruiters.com -
Judson Group-Redwood City
work in finance or accounting preferred. Master’s degree also preferred.
• CFP required.
• 3-5 years of client-facing experience with an investment consulting/management firm, family office, or RIA.
• Strong financial planning experience.
• Experience...
mindmatch.ai -
Robert Half-Baton Rouge
authoritative agencies, Prepare independent audit support schedules.
• Ensures Compliance with relevant laws and regulations and integrity of financial data.
• Prepares and distributes periodic asset management reports to investors, consultants, and other...
roberthalf.com -
ITE MGMT-New York
are cross functional point people within the team and will be required to effectively communicate with senior leaders at the firm, investors, consultants and external service providers, including the fund administrator. Key aspects of the role include...
workable.com -
Marsh McLennan-Boston
that articulates why Mercer believes a managers strategy will outperform its respective benchmark over a full market cycle
You will be working collaboratively with other members on the team, interact with asset managers, and support investment consultants...
jobvertise.com -
Chicago
Posting Description:
Investment Consulting Partner
This is a hybrid role (3 days in office) with the flexibility to work from an Aon office in Norwalk, CT; Atlanta, GA; Chicago, IL; or Bannockburn, IL.
Aon is in the business of better...
icims.com -
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