Investment Consultant

A growing investment management firm is seeking an experienced investment professional to serve as a key liaison between portfolio management and clients. This individual will play a critical role in communicating investment strategy, portfolio positioning, and performance to financial advisors and clients, while supporting the broader investment team. Overview / Job Description This role is ideal for a candidate with strong investment acumen who thrives in a client-facing environment. The position sits at the intersection of investment strategy and client engagement, requiring both deep technical knowledge and strong communication skills. The individual will collaborate closely with portfolio managers and represent the firm in client meetings, presentations, and prospective discussions. A strong understanding of portfolio construction, asset allocation, and market dynamics is essential to success. Responsibilities Serve as a subject matter expert on investment philosophy, portfolio construction, and performance Partner with portfolio management team to translate investment strategy into client-facing messaging Participate in client meetings, advisor calls, and prospective presentations Communicate portfolio positioning, market outlook, and investment decisions clearly and confidently Support and maintain client relationships, including institutional and advisory channels Assist with materials such as pitch decks, quarterly updates, and performance reports Collaborate across teams to ensure consistency in messaging and investment strategy delivery Required Skills 3–7 years of experience in investment management, asset management, or related field CFA Level II passed or CFA charterholder Strong understanding of: Asset allocation Investment markets and macroeconomic trends Experience presenting investment strategies and performance to clients or advisors Excellent written and verbal communication skills Ability to simplify complex investment concepts for external audiences Pluses Experience with: Separately Managed Accounts (SMAs) ETF strategies OCIO relationships Prior client-facing or investor relations experience within asset management Experience supporting portfolio managers or investment teams in a distribution capacity #J-18808-Ljbffr