Investment Consultant
4 weeks ago
Investment Performance Services, LLC (IPS) is seeking a highly skilled Client Relations Associate to join our team. As a key member of our Client Relations Department, you will be responsible for providing exceptional client service and support to our institutional investment consulting clients.
Key Responsibilities
- Assist senior investment consultants and client relations professionals in all aspects of client services.
- Maintain direct contact and coordinate data flow with corporate headquarters, including the performance reporting department and investment consultants.
- Formulate agendas for client meetings, coordinate internally and externally, and invite other investment professionals as needed.
- Send notifications relating to the hiring of new investment managers, communicate details with client administrators, legal counsel, and custody banks.
- Draft, amend, or modify client investment policy statements.
- Compile information for investment transactions, communicate necessary steps to implement asset transfers with clients, monitor transaction progress, and track completion.
- Prepare asset allocation reporting for client meetings.
- Review draft client reports with other departments, communicate changes, and make proactive recommendations to investment consultants for client consideration.
- Perform other project-based work as assigned.
Requirements
- Business degree from a four-year college or university.
- Excellent communication and organizational skills.
- Ability to multi-task and demonstrate a strong work ethic.
- Experience with Microsoft Office (Excel, Word, PowerPoint, and Outlook) and Adobe.
Benefits
- Major Medical / Hospitalization.
- Dental.
- Life Insurance (two times salary up to $125,000 maximum).
- Short-Term Disability.
- Long-Term Disability.
Company Description
Investment Performance Services, LLC (IPS) is an independent, full-service investment consulting firm providing education, proactive advice, and customized solutions to employee benefit plans throughout the United States. Our mission is to embrace best industry practices in governance, ethics, and professionalism, helping clients make informed decisions to achieve their investment goals.
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