Investment Consulting: currently 139 jobs.The latest job was posted on 01 Nov 14.
This section contains all our investment consulting jobs.
Investment consultants help pension fund trustees to decide which mix of assets to invest in and which fund managers to put their money with.
Trustees are generally laypeople, and therefore require the advice of investment experts to ensure they can maximise the value of their funds. Investment consultants advise trustees within various types of organisations including corporate and public retirement plans, university endowments, foundations and healthcare systems.
Investment consultant jobs will involve first working with trustees or other fiduciaries to analyse their investment goals and learn how their funds are governed. Investment consultants want to understand what level of performance the trustees expect and their sensitivity to risk. The consultants then develop liability plans and profiles that enable them to recommend an acceptable investment policy.
Increasingly, however, investment consultants are required to implement the advice they give, which places them in direct competition with fund managers.
Investment consulting careers usually fall into one of two main categories:
Asset allocation – Asset allocation specialists advise clients on whether to invest in equities, bonds, private equity funds or alternative asset classes in order to generate the returns they need to pay pensions over the next thirty years or more. Asset allocation roles are complex and use mathematical models to arrive at the right outcome.
Fund selection – Fund selection specialists spend much of their time analysing individual asset managers, and their products and asking questions about their investment strategy. They will scrutinise the performance of the pension funds’ portfolio, producing regular reports on its strengths and weaknesses.
Those working in asset allocation positions will come equipped with an actuarial qualification. Actuarial jobs include using statistical modelling used to create forecasts used to mitigate against future risks to potential investments. They will calculate future liabilities and use these projections to advise companies on how to best structure their pension scheme.
Senior investment consultants work in the fund selection division and tend to have the most interaction with clients. Senior consultants make presentations to clients in order to explain the logic behind the investment strategy they have designed in collaboration with other team members, outline its performance and deal with any issues that arise. A single investment consultant will always have a portfolio of clients.
Most fund selection consultants will be expected to have a Chartered Financial Analyst (CFA) qualification or equivalent.
Investment consulting roles will also be supported by a team of investment analysts; a more junior position which involves little client interaction. Their role is primarily research – drafting investment policies, constructing statistics for client presentations, analysing investment performance of portfolios and producing reports for clients, on a monthly and/or quarterly basis.
Increasingly, as investment consultants have grown into large international companies, they have also recruited more for support and compliance roles.
Together, we achieve At Manulife we believe in achieving, together. Our disciplined approach and fact-based decision-making has achieved a consistent, long-term record of growth and success as a "Winning Company". Our people both contribute to this and share in it.
Manulife (International) Limited
Incorporated in Bermuda with limited liability
Together, we achieve
At Manulife we believe in achieving, together.
Our disciplined approach and fact-based decision-making has achieved a consistent, long-term record of growth and success as a "Wi…
Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values.
Our Investment Consultants are the force driving Scottrade’s financial services network. Consultants partner with clients guiding them on the journey to financial success and embody Scottrade’s culture of service, respect, and integrity.
Make proactive business dev…
POSITION TIAA-CREF's Individual Advisory Services Business offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professionals who have expertise in a variety of financial disciplines and who work seamlessly together to meet our clients' needs. We are expanding our IAS Business to meet client demand for our products and services. To manage this rapid growth, IAS br…
Our client is a leading investment manager based in London. They seek to hire a candidate from either an investment consulting or Asset Management background in to their Client Relationship Management team working with their largest and most sophisticated UK clients.
The role will involve the management/retention of a small number of large and sophicticated UK institutional clients who are invested in sophisticatedand often be-spoke de-risking derivatives based solutions.
You will be working with a number of other business areas so as to …
My client, a well-known global asset manager, is looking for a proactive and experienced sales individual to help them build relationships directly with pension consultants at the largest UK platforms. The role will include direct sales, relationship management and sales strategy for this area.
Build field consultant relationships within the UK DC platforms, a new strategy for the business
Help to deliver against strategy set for the UK wholesale market through the DC consultant-intermediated …
A vacancy for an Associate role has arisen in the Investment Advisors and Platforms Department, part of the Long Term Savings and Pensions Sub-Division within the Supervision Division.
The role could be based in either our London or Edinburgh offices.
We are looking for people with a range of experience within the financial sector (with or without regulatory experience) or outside this sector but with regulatory experience.
The Financial Conduct Authority (FCA) regulates financial services in the UK. Our aim is to protect consumers; ensu…
Le Groupe Primonial est le leader indépendant de conception, de gestion et de conseil en solutions de placement. Notre gamme de produits se compose de contrats d’assurance vie et de capitalisation, de biens immobiliers locatifs de SCPI et de solutions financières.
Vous êtes en charge du traitement des réclamations clients, avec une spécialisation sur les produits assurance-vie et comptes titres.
Vos Missions :
- Vous êtes responsable de la mise en place des procédures relatives au traitement des réclamations de la Direction du Middle Off…
Leitung und Durchführung von strategisch wichtigen Projekten in allen Projektphasen von der Konzeption bis zur Implementierung im Bereich Investment Reporting
Unterstützung von verschiedenen Stakeholdern bei der Identifizierung und Umsetzung komplexer Projektideen zur Erreichung der strategischen Zielsetzungen
Weiterentwicklung der zentralen Investment Reporting Plattform aufgrund von Anforderungen unserer Kunden, veränderten regulatorischen Vorschriften oder neuen finanztheoretischen Erkenntnissen in Zu…
Global investment business is looking for an analyst to focus on researching equity managers and multi asset (DGFs) managers.
THE ROLE :
- The main focus of the role is on manager research. The 2 main areas of focus, in terms of asset class coverage, will be equity managers (global and regional) and multi asset managers or Diversified Growth funds (DGFs).
- You will also be involved in finding solutions for clients ; consistently look to improve the investment process; support new business pitches,etc.
- You will have manager …
Growing investment business requires a fund analyst with several years experience to cover all long only funds (both equity and fixed income) and some alternatives funds.
- As part of a team, you will research monitor and report on managers in the long only equity and fixed income arenas and cover some alternatives funds too.
- Regular manager meetings and report to the Head of Manager Selection and the committee.
- Experienced fund analyst. must have covered both equity and fixed income products. Ideally had some ex…
Investment management company with sophisticated clients requires a talented investment analyst for their growing business.
The role :
- The role is approximately 50% manager research. This will involve the research and monitoring of mainly alternative investments and some long only products. The other 50% of the role is client work , i.e producing reports, working on special projects, handling queries,etc.
- You will have 1 to 2 years investment experience. You must have outstanding grades and qualifications and , ideally, h…
Dublin City Centre
A highly successful, rapidly growing, Investment Manager based in Dublin is looking to hire a top class professional to work as an Investment Analyst in the Dublin office.
The role will involve identifying, sourcing and appraising new investment opportunities, preparing detailed investment proposals and monitoring investee company performance.
An excellent academic track record, preferably including a post-graduate or professional qualification in a finance related discipline.
Die FPM Frankfurt Performance Management AG – eine renommierte Investmentboutique in Frankfurt am Main, spezialisiert auf das Management deutscher Aktienportfolien in Publikumsfonds & institutionellen Mandaten – sucht einen
Senior Sales-Manager (w/m)
für den Vertrieb ihrer Anlagestrategien mit Erfahrung in der internationalen Wholesale-Kunden-Betreuung.
Dank Ihrer mehrjährigen Vertriebserfahrung und sehr guten französischen und englischen Sprachkenntnissen sind Sie in der Lage, Kunden in Frankreich, der West-Schweiz, Benelux und UK umfass…
An international asset management house is looking for a top caliber candidate to join the Private Investment Team. The position is based in Hong Kong.
Our client is an international asset management house. They focus on providing clients with global investment solutions that meet the demands and challenges of sophisticated and complex investment and economic circumstances. With steady growth in Asia, they are looking to build out a Private Investment Team in Asia.
You will manage a portion of the team’s portfolio and will be accountable …
An international asset management firm is looking for an outstading investment professional to join as Equity Research Analyst. The position is based in Hong Kong.
Our client is an international asset management firm with offices, clients and business lines spanning the world's major markets. With steady growth within the Asia-Pacific region, they are now looking for outstanding investment professionals with solid exposure and experience in the equities markets to join them.
Responsible for performing equity research for the purpose of ma…
An established asset management company is looking for top calibre candidates to join as Business Development & Institutional Sales - China Market. This position is based in Hong Kong.
Our client is an established asset management renowned for its diversified investment management services and products. They are now seeking for top calibre candidates to join them in Hong Kong.
Responsible for business development and institutional sales in the Greater China region. Work closely with institutional investors in the Greater China region, to…
An international asset management house renowned for its diversified investment management services and products to high net worth individuals, financial intermediaries and institutional clients. They are now seeking for Corporate Strategy Director to join their team in Hong Kong.
Work closely with senior management to formulate and execute new strategic initiatives for the Asia Pacific region. Manage strategic projects including M&A, joint ventures, strategic review of business lines and market entry/ exits. Understand and perform analy…
• Experiences to draw upon for the rest of your career • Work with tomorrow’s business leaders • Gain exposure to blue chip clients
About the opportunity
Do you have the vision to see through problems? Then join EY and gain experiences that will last a lifetime.
We’re looking for a Manager for VBM to join our TAS team.
As part of our valuation and business modelling team, you’ll manage, deliver and review a wide range of valuation and model builds. Working with a wide variety of clients and industries, you’ll gain experience in understand…
- New role to spearhead a hi-growth e-commerce business - Strategic business development role - Rainmaker for a pre-IPO business - Based in Shanghai
Our client is a pioneering e-commerce start up business, that is already in their third year of trade and has an established presence in over 50 countries across the globe. Tapping the high net worth clientele of China, they offer premium investments of a discerning nature. Recognising the rising consumer purchasing power, they represent tremendous opportunities for investment in the intern…
Transaction Analyst (m/w)
Mit Ihrer Expertise sind Sie vor allem verantwortlich für die finanziellen Aspekte bei Unternehmens- und Objekt-Ankaufsprozessen (sowohl Share Deals als auch Asset Deals).
Kompetent begleiten Sie anspruchsvolle Transaktionsprozesse im Immobilienbereich: Von der Objektauswahl über die finanzmathematische Modellierung bis hin zur Vorbereitung von Investment- und Entscheidungsvorlagen.
Ihr Fokus liegt dabei auf der Objektanalyse, Due Diligence und Cash Flow-Modellierung.
CASH Financial Services Group Limited ("CFSG"; SEHK: 510) is a leading financial services conglomerate that has been servicing clients in Hong Kong for more than forty years.
Through a well-developed securities and commodities brokerage infrastructure, complemented by a fast-growing wealth management division, we offer a comprehensive range of premier financial products and services catering for the investment and wealth management needs of our clients in Hong Kong and within the Greater China Region. Our fully-fledged investment banking …
Skillsforce is collaborating with our client in search of a well versed Fund Advisor in Private Banking.
The candidate should ideally have experience in quantitative finance, demonstrated experience working on projects, have experience in handling large data sets, and perform statistical and financial research on mutual funds and ETFs
Utilizes knowledge of finance and investment concepts to provide RMs with a platform of traditional investment opportunities
Primary functions include conducting quantitative and qualitative due diligence, i…
Position: Sales Director
sales of fund, marketing, investor relations, and information disclosure.
1. University degree, preferably in Finance or Business related disciplines,
2. At least 3 years working experiences,
3. Proficiency in both English and Chinese (Cantonese and Mandarin)
4. Passionate about sales, highly self-motivated, enjoy challenge;
5. Good communication, presentation and interpersonal skills
6.Working experiences in financial industry or with …
To analyze US taxable fixed income securities. Incumbent will handle complex research and provide fundamental and technical advice to PMs. Responsible for analyzing and evaluating the creditworthiness of highly complex corporate credit issues using qualitative and quantitative skills. Incumbent will make recommendations on investments.
Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating to 1924. Eaton Vance and its affiliates offer individuals and institutions a broad array of inv…
Boston, MA, USA
Permanent, Full time
Eaton Vance Funds
Updated on: 30 Oct 14