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Investment Specialist – Investment Consulting Group

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The Hartford

2mo ago

  • Job
    Full-time
    Senior Level
  • Banking & Finance
  • $100K - $130K
  • Wayne
  • Quick Apply

AI generated summary

  • You need 5+ years of experience, CFA progress preferred, strong teamwork skills, asset management knowledge, excellent communication, and familiarity with Factset, Morningstar, and Salesforce.
  • You will analyze client requests, conduct investment reviews, build relationships, collaborate on marketing, and serve as a resource for clients and stakeholders across multiple segments.

Requirements

  • 5+ years minimum experience.
  • CFA or progress towards CFA preferred.
  • Strong team player with the ability to collaborate to drive results.
  • Extensive knowledge of the asset management industry.
  • Excellent communication and group presentation skills.
  • Familiarity with Factset, Morningstar and Salesforce preferred.

Responsibilities

  • Respond to client consulting requests by crafting robust, customized analyses. Types of requests include, but are not limited to, returns and holdings-based analysis, return attribution and portfolio optimization.
  • Conduct investment reviews with existing clients and prospects, including financial advisors, investment consultants, record-keepers, RIA’s and DC focused advisors.
  • Develop a deep understanding of the competitive landscape and position individual Hartford Funds replacements or complements based on client needs.
  • Build strong relationships with distribution partners and advisory clients. Must approach the role as a business owner and be accountable for territory.
  • Collaborate across key stakeholders within Hartford Funds and its subadvisors to drive impactful messaging and marketing ideas.
  • Develop and drive a focused client service effort across multiple client segments.
  • Serve as an information resource for internal and external audiences.

FAQs

What is the primary role of an Investment Specialist in the Investment Consulting Group?

The primary role of an Investment Specialist in the Investment Consulting Group is to serve as a source of specialized investment knowledge that delivers analysis, education, and thought leadership to internal and external clients, focusing on portfolio construction and supporting asset gathering and client service efforts.

What types of requests will an Investment Specialist be expected to handle?

An Investment Specialist will be expected to respond to client consulting requests by crafting robust, customized analyses, which may include returns and holdings-based analysis, return attribution, and portfolio optimization.

How does the Investment Specialist contribute to client relationships?

The Investment Specialist conducts investment reviews with existing clients and prospects, builds strong relationships with distribution partners and advisory clients, and approaches the role as a business owner, being accountable for their territory.

What qualifications are preferred for the Investment Specialist position?

A minimum of 5 years of experience is required, with a CFA designation or progress towards it preferred. Additionally, candidates should have extensive knowledge of the asset management industry and strong communication and presentation skills.

Are there specific tools or platforms that an Investment Specialist should be familiar with?

Familiarity with tools such as Factset, Morningstar, and Salesforce is preferred for this role.

What is the annualized base pay range for this role?

The annualized base pay range for the Investment Specialist position is between $100,000 and $130,000, with actual pay potentially varying based on performance, proficiency, and demonstration of competencies.

What is the company’s stance on equal opportunity employment?

The company is an Equal Opportunity Employer and does not discriminate based on factors such as gender, race, veteran status, disability, sexual orientation, religion, age, or gender identity or expression.

The Hartford

Underwriting human achievement for over two hundred years.

Finance
Industry
10,001+
Employees
1810
Founded Year

Mission & Purpose

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy.