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| Job Details: Florida Jobs |
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| Job Title:
Investment Consulting Analyst |
| Company: SMART Professional Resources |
| Company Website: www.SmartProSource.com |
| Location: Leesburg, Lake County, 34789 |
| Job Number: 02 |
| Salary: 155,000 |
| Employee Type: Full Time |
| Hours per week: |
| Benefits: |
| Ad ID: 02 |
| Contact: Recruiter - [ 407-478-1956 / sfinch@SmartProSource.com ] |
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JOB DESCRIPTION: Job Description:
The Investment Consulting Analyst is an integral member of the Institutional Consulting Group. Activities include working with the team and others to manage investment-related data (including various platforms, managers/funds, universes and indices) for use in reporting, manager/fund selection, strategic and tactical asset allocation modeling, proposals and presentations, communication materials and client acquisition. The team is located in Orlando Florida and has a long established consulting practice
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Required Experience:
Requirements:
The successful applicant will have a bachelor’s degree from an accredited university (business degree with a concentration or concentrations in finance, investments and/or quantitative methods preferred), minimum of 3 years institutional/high net worth consulting experience, as well as an aptitude for related systems and data. Preference will be given to candidates holding a CFA, MBA or MS (Applied Economics). The candidate will have strong computer skills, particularly with MS Office, and will have the ability and willingness to quickly learn new systems and applications (Zephry Style Advisor, Ibbotson Analyzer and Optimizer, Morningstar Principia, Bloomberg, etc.). The candidate must also have excellent written and oral communication skills, as interaction with the client, team and other areas of the firm is critical to success.
The candidate will work in a fast-paced environment and will be a “self starter” working continuously under tight deadlines and managing multiple projects. The candidate will be expected to have or pursue the appropriate securities licenses (Series 7, 66, etc.) and industry designations (CIMA, CFA, etc.) and/or degree seeking graduate level education. Our client offers full benefit packages including educational and professional reimbursement opportunities.
Position offers growth in compensation and partnership participation.
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| Date Posted: 04:50 PM Jun 17, 2008 |
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