Investment Consultant Jobs in New York State
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Search Results - Investment Consultant Jobs in New York State
Morgan StanleyNew York
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all...
1 similar job: Morristown
Mercer ConsultingNew York
Overview
In this client-facing Investment Consulting role, you help Endowment and Foundation clients navigate investment solutions and communicate complex strategies. You will collaborate with cross-functional teams to design and deliver...
Aegis Capital Corp.Melville (NY)
pay.
The Person
• Previous banking or lending experience is preferred.
• Previous experience in similar role, such as financial advisor or investment consultant.
• Knowledge of financial markets, investment products, and trading strategies...
ICRNew York
and separate accounts, working with investment and fund managers, institutional investors, and public and private asset owners.
This newly created role combines strategic consulting and LP intelligence with ICR's communications expertise. The successful...
Aegis Capital Corp.Melville (NY)
such as financial advisor or investment consultant.
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• Knowledge of financial markets, investment products, and trading strategies.
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• Excellent communication and interpersonal skills.
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• Strong analytical and problem-solving abilities.
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Join our...
JPMorgan Chase & Co.Rochesterappcast.io
the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager.
• The candidate must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively...
Atlantic GroupNew York
This is a highly visible role reporting directly to senior fundraising leadership, with significant autonomy and exposure across the firm. The individual will focus on developing and deepening relationships with pensions, endowments, investment consultants, family...
ELCO ConsultingNew York
years of relevant experience in investment consulting, investment banking, private banking or a related field
• Undergraduate degree from a top institution is required
• Strong quantitative, analytical, and organizational skills with a high attention...
Willis Towers WatsonNew York
Overview
In this Senior Director role you drive client experience and investment consulting in both advisory and OCIO capacities for Defined Benefit and Defined Contribution plans. You shape investment objectives, asset allocation, and manager...
New Yorkandersen.com
and together, let's write the story of your success!
The Role:
Investment Consulting Services (ICS) Associates serve as members of various client service teams and must possess strong technical knowledge of financial planning and transactions, including asset...
LevelUP HCSNew York
and/or investment risk
• Experience with institutional investment analytics or portfolio management technology
• Prior experience in solutions consulting, technical pre-sales, investment consulting, product specialist or another client-facing investment role...
Camber Sky Holding LLCNew Yorkappcast.io
collateral, and performance reporting
• Build and nurture relationships with institutional investors, consultants, and family offices
• Coordinate LP due diligence requests and manage the data room
• Represent the firm at industry conferences and investor...
Capital DynamicsNew York
functionally across the entire organisation to engage and strengthen relationships with our investors, consultants and advisors.
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THE OPPORTUNITY:
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We're seeking an experienced client relations professional to support Capital Dynamics' U.S...
IQ-EQWhite Plains (NY)
development, operational excellence)
Key requirements
• 10+ years of compliance experience in registered investment adviser, law firm, or investment consulting context
• Strong knowledge of the Investment Advisers Act of 1940 and the Investment Company Act...
2 similar jobs: Jersey City, New York
Belle Haven InvestmentsRye Brook
institutional investors, consultants, and high-net-worth individuals. Our commitment to excellence has allowed us to grow to over $24 billion in assets under management, with a focus on delivering award-winning strategies, unparalleled service, and long-term...
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