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.