Investment Consultant

Position OverviewThe Financial Advisor plays a crucial role in delivering comprehensive financial planning, investment guidance, and asset management tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals to provide strategic advice aimed at achieving...

Job OverviewAbout SideRampSideRamp is dedicated to providing professionals with access to flexible, part-time opportunities within the gig economy. Our platform streamlines the process of finding and managing high-quality freelance and part-time work.We are currently looking for a skilled Investment Consultant for part-time, project-based roles. In this...

Job OverviewA proficient Investment Consultant at Dynamic Wealth Strategies Inc. is meticulous, possesses outstanding communication abilities, and has a solid background in financial advisory, asset management, and insurance solutions. The ideal candidate will have a minimum of 3 years of relevant experience and a proven track record in client engagement. A...

Overview The Investment Consultant is responsible for managing and advising client portfolios. Key duties include developing and reviewing asset allocation strategies, overseeing portfolio management, maintaining client communication, reconciling performance metrics, and providing comprehensive financial planning services. A critical aspect of this role...

Position OverviewAs a Financial Consultant at Apple Bank, you will play a pivotal role in delivering non-deposit investment solutions within a banking framework. This position demands a proactive individual who is driven by sales and committed to exceptional customer service, fostering strong relationships with both branch staff and clients.Key...

Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in the timberland investment management sector, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is on the lookout for an Analyst to enhance its Client Solutions...

Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in timberland investment management globally, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in the United States and Latin America.Position SummaryTIG is in search of an Analyst to enhance its Client Solutions team based in...

Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a prominent entity in the realm of timberland investment management, overseeing assets totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is in search of an Analyst to contribute to its Client Solutions division...

Job Overview: In this role, you will cultivate meaningful connections with clients, emphasizing the importance of personal relationships over mere transactions. As a Wealth Management Planning Consultant, your primary objective is to foster strong, trust-based interactions with clients.Key Qualifications:Possession of FINRA Series 7 & 63 licenses; Series 65...

Job SummaryThe Senior RFP Specialist is a key member of the Virtus Investment Partners team, responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires. This role requires strong communication and organizational skills, as well as the ability to work under tight deadlines.Key ResponsibilitiesResponse Preparation:...

About the RoleWe are seeking a highly skilled Investment Accounting Consultant to join our team at MassMutual. As a key member of our Financial Controllership Team, you will play a critical role in shaping the future of our organization and supporting the growth and analysis within the Investment Controllership team.Key ResponsibilitiesAnalyze and prepare...

Position OverviewAs a key member of our team at Apple Bank, the Financial Consultant plays a vital role in promoting non-deposit investment solutions within our banking environment. This position is designed for a dynamic individual who thrives in a sales-driven atmosphere and is committed to delivering exceptional service to our clients.Key...

Position OverviewAs a Financial Consultant at Apple Bank, you will play a pivotal role in promoting non-deposit investment solutions within a banking framework. The ideal candidate will be driven to achieve sales targets, which will be evaluated on a regular basis. This role demands a proactive individual who is not only sales-oriented but also committed to...

**About Us**Mercer, a leading provider of investment consulting, plan design, and record keeper benchmarking services, is a part of Marsh & McLennan Companies, a global professional services firm.We have over $2.5 trillion in DC assets under advice and offer a range of services, including delegated (OCIO) services.**Key Responsibilities**Develop and...

About the RoleWe are seeking experienced Senior Consultants to lead the implementation of our Investment Management Solutions. As a Senior Consultant, you will define client requirements, configure our application, provide training, test workflows, and troubleshoot issues to ensure a successful implementation for the client.Key ResponsibilitiesLead or...

Prudential Financial is seeking a seasoned financial expert to serve an established clientele in the Delaware region. This dynamic role offers the chance to advance your career while providing essential financial guidance to individuals and families relying on Prudential for their financial needs.Engagement with an established client portfolio.Opportunity to...

We're leading the search for an experienced litigator interested in exploring options within litigation funding as an Investment Manager. The role involves assessing investment opportunities such as disputes and arbitration in need of funding and advising on whether to invest as well as being involved in a wider range of the firm's portfolio of ongoing...

About the RoleThe Financial Services Associate will be primarily responsible for providing investment operations and consulting support to clients. This role will involve working closely with members of the consulting, research, and performance teams to coordinate and implement firm-wide best practices.Key ResponsibilitiesProvide investment operations and...

Job SummaryColumbia University is seeking a highly skilled Investment Analyst to join its team. The successful candidate will be responsible for contributing to the development of a well-constructed investment process, sourcing and evaluating investment opportunities, and monitoring portfolio performance.Key ResponsibilitiesInvestment Process Development:...

About the RoleWe are seeking an experienced ESG Investment Manager to join our team at Temasek International Pte Ltd. As a key member of our Portfolio Strategy and Risk Group, you will play a critical role in driving our post-investment engagement for ESG value creation and risk mitigation with portfolio companies.Key ResponsibilitiesLead ESG post-investment...