Investment Consultant

SUMMARYResponsible for producing and presenting investment reviews, vendor searches, and other investment related issues for clients. ESSENTIAL DUTIES AND RESPONSIBILITIESGenerates and presents investment reports for clients Generates vendor search project reports Conducts investment analysis for prospecting purposes Discusses markets and fund performance with clients Acts as primary point of contact for clients as needed Engages with investment managers to gain in-depth knowledge of available products Solicits feedback from key industry contacts to assist with improving our client deliverable processes Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information) Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's Degree in Business, Finance or similar field Advanced industry education and/or advanced degree Ten (10) or more years related work experience Experience with investment analysis Valid Series 65 license SKILLSExcellent verbal and written communication and presentation skills Good problem solving, negotiation and time management skills Strong analytical skills; ability to clearly define and frame complex issues Excellent project management skills with a demonstrated ability to multi-task Advanced planning, organizational and prioritization skills Ability to work within a team and to foster teamwork Proficient in Microsoft Office products