Investment Consultant

2 days ago

Boston MA United States Prime Buchholz Full time

Description

Are you an experienced Investment Consultant with demonstrated success in advising a variety of client types? If this describes you and you value working for an investment firm committed to furthering our clients' missions, as well as diversity, inclusion, sustainability, and Corporate Social Responsibility, apply today


The job

As an Investment Consultant, you will join a team of consultants dedicated to advising clients, which include educational endowments, private and public foundations, health care organizations, cultural and faith-based organizations, defined benefit and defined contribution plans, and high net-worth families. The successful candidate will have experience building customized and diversified portfolios for clients across asset classes on both a nondiscretionary and a discretionary basis. Expertise in mission-aligned investing-including environmental, social, and governance (ESG) factors and impact investing-is strongly desired.


After an initial orientation period at our Portsmouth, NH headquarters, this position may be based in Portsmouth, Boston, Atlanta, or remotely.


You'll be responsible for

  • Leading client investment teams and relationships
  • Guiding clients in setting and revising investment goals
  • Determining asset allocation
  • Selecting investment managers and custodians
  • Monitoring performance and managing portfolio risks
  • Contributing to the firm's thought leadership
  • Serving on internal asset class investment committees
  • Contributing to manager research and due diligence
  • Playing a significant role in acquiring new client relationships
  • Representing the firm externally at industry conferences

We're looking for

  • A minimum of 15 years of investment-related experience
  • A minimum of 7 years of experience advising endowments and foundations, or other institutional clients, as the principal consultant or OCIO
  • Proven experience working with and influencing a diverse group of investment committees across different client types
  • Demonstrated expertise in helping clients align their portfolios with specific mission objectives (i.e., socially responsible investing; ESG; diversity, equity, and inclusion; impact investing, etc.)
  • College degree required. Advanced degree and/or the CFA designation or CAIA designation is a plus
  • Up to 50% travel required

What we offer

At Prime Buchholz, we ask a lot of ourselves, which is why we give so much in return. In addition to your competitive salary, annual bonus, and medical/dental/vision plans, we'll shower you with perks, including:

  • Flexibility: You choose when and where to do your best work to balance your and the client's needs.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that, too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.


About our Firm

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting and OCIO firm advising more than 250 institutional and private clients. Headquartered in Portsmouth, NH-with offices in Boston and Atlanta-Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.

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