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Investment Consultant

2 months ago

Menlo Park, United States Alan Biller Full time

We are seeking investment professionals on the West coast with an ability to provide expert-level, clear and logical presentations to a non-investment audience and that will assist our clients in making prudent investment decisions. Our Consultants give advice to large institutional boards of trustees and nurture those relationships that then lead to referrals for new business. They also have a high skill in leading and managing complex projects.

We advise on a wide range of asset classes from traditional to alternatives. Consultants develop asset allocation and investment policies by a thorough understanding of client requirements and manage all aspects of the client relationship. They build and maintain strong relationships with other service providers and provide market visibility through written and verbal presentations within the industry. Our Consultants help with securing new business and with finals presentations.

Requirements:

  • Master's degree in Finance, Business or Economics
  • CFA-required
  • 6+ years of investment experience with at least five years in a client=facing role.
  • Willingness to travel approximately 25% of the time.
  • Strong analytical and communication skills with a keen attention to detail.
  • Excellent presentation skills
  • An eagerness to help with and work on business development


Our benefits include medical, dental, vision, group life, short and long-term disability, 401(k), a "take what you need" time off policy and reimbursement of expenses for work toward CFA, CAIA and CIPM designations.

The Firm has a practice of promoting from within and rewards significant contributions to the company.

Alan Biller and Associates is an equal opportunity employer.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.