Institutional Investment Consultant

Job Description

Company Description Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that delivers risk-appropriate, globally diversified, and tax-managed investment strategies under a fiduciary standard of care. Founded in 1999 and based in Irvine, California, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission, serving individuals, trusts, corporations, non-profits, and public and private institutions. The firm manages a wide range of accounts, including IRAs, 401(k)s, 403(b)s, profit-sharing plans, pensions, and endowments, and facilitates IRA rollovers. As a holistic financial partner, IFA provides personalized portfolio guidance and comprehensive wealth services to support clients through all life and retirement stages. IFA follows a disciplined, quantitative investment approach rooted in Fama-French research and decades of index portfolio data, emphasizing broad diversification and refined passive trading techniques.

Role Description The Institutional Investment Consultant is a full-time remote position open to candidates anywhere in the United States. This role focuses on providing institutional clients with objective, data-driven investment consulting services aligned with IFA’s fiduciary standards and evidence-based strategies. Day-to-day responsibilities include analyzing institutional portfolios, developing and presenting investment policy recommendations, and designing risk-appropriate, globally diversified, and tax-managed investment solutions. The consultant collaborates with internal teams to prepare proposals, performance reports, and educational materials, and meets with institutional stakeholders to communicate strategy, performance, and ongoing recommendations. The role also involves maintaining strong client relationships, responding to inquiries, supporting plan design and monitoring, and staying current on market developments, regulatory changes, and best practices in institutional investment management.

Qualifications

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• Candidates should possess strong Finance and Investments knowledge, including familiarity with institutional investment strategies and evidence-based portfolio design.
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• Candidates should possess skills in Financial Planning and Investment Strategies, with the ability to align institutional objectives, risk profiles, and policy guidelines.
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• Candidates should possess robust Customer Service skills, with a focus on building long-term institutional relationships and delivering clear, professional communication.
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• Bachelor’s degree in finance, Economics, Business, or a related field; advanced credentials such as CFA or CFP are highly beneficial.
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• Experience working with institutional clients (e.g., retirement plans, endowments, foundations) and knowledge of ERISA and relevant regulations is preferred.
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• Strong analytical, quantitative, and Excel skills, with the ability to interpret performance data and prepare client-ready reports and presentations.
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• Demonstrated ability to work collaboratively in a hybrid environment, manage multiple engagements, and maintain high ethical and professional standards.
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What We Offer

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• Competitive compensation based on experience
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• Medical, dental, and vision insurance
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• 401(k) with company matching
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• Life and disability insurance
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Salary Information

$150,000 annual salary plus commission