Investment Consultant

April 3

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

🦅 H1B Visa Sponsor

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Ascensus

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Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Supports the development of client deliverables including investment policy statements, asset allocation studies, investment manager structure and selection analysis, investment performance reports, retirement plan diagnostics and fee analyses. • Takes primary responsibility for these same deliverables in support of senior investment consultants and specific client relationships. • Develops client-meeting materials with appropriate focus and attention to detail. • Participates in client meetings, discussions, and delivery of related materials. • Supports multiple assignments from an operational standpoint. • Sets up and maintains investment lineups, facilitates investment changes and provides investment support to various teams across the broader organization. • Develops, monitors and periodically reviews hedging strategies for the purposes of asset-liability management. • Formulates target return and risk-based portfolios using internal capital market assumptions and asset allocation tools. • Conducts peer review of client materials to ensure quality of deliverables. • Submits and follows-up on trade execution (mutual funds) as directed by consultants and clients. • Reviews trade confirmations to confirm trade execution consistent with client instructions.

🎯 Requirements

• Bachelor’s degree in finance or economics from an accredited university • 5+ years of experience working in a related position • Enrolled in Level 2 of the CFA program or Master’s degree; attainment of the CFA designation or Master's degree is a plus • Agreement to pursue regulatory licenses (FINRA Series 6 or 7, 66, etc.) • Strong MS Office skills including MS Excel and PowerPoint • Experience with Adobe Acrobat • Preferred (but not required) education or skills for this role are 5+ years of experience in the investment industry developing analysis in support of institutional clients • Licenses (Series 6 or 7, and 66) • CFA designation (or passed CFA Level I Exam) or Master’s degree • In-depth knowledge of retirement plans strongly preferred