Institutional Consulting Analyst - Graystone Consulting


The Institutional Consulting Analyst in the Graystone Team participates in overall business development of clientele by developing customized Financial Plans / Asset Allocation proposals, designing tailored reporting for new and existing institutional clients, and creating and executing marketing strategies to attract new institutional clients (e.g., performance analysis and research). The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.


• Prepares performance measurement for institutional clients, which involves computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance

• Develops presentation materials and proposals to assist Financial Advisors in obtaining institutional clients’ business

• May participate in or conduct client/account meetings with or on behalf of the Financial Advisor

• Engages in interactive dialogue with institutional clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor

• Synthesizes institutional client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools

• Designs and produces strategy reports and other types of communications for

Financial Advisors to use with institutional clients and prospects as part of the overall marketing initiative

• Provides individualized recommendations to the Financial Advisor regarding client situations and their investment managers using Consulting Group manager research

• Develops Statement of Investment Policy for clients in coordination with FAs Lead investment manager due diligence including on-site visits, conference calls, and the creation of reports for product approval

• Regularly contributes in client/account presentations to provide updates, information, and opinions on investment managers



Education and/or Experience

• Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required

• Four-year college degree or professional certification preferred

• Active Series 7, 63 and 65 or Series 7 and 66

• Additional product licenses may be required


• Ability to measure performance of institutional clients’ portfolios

• Successful completion of the Essentials of Investment Consulting certificate course or holds the CIMA or CFA designation, or, is a CFA Level II or CFA Level III Candidate.

• Proficient in applicable software applications including PARis, Orion,

Zephyr, etc.

• Financial industry and product knowledge preferred

• Effective written and verbal communication skills

• Knowledge of applicable compliance rules and regulations and firm policies

• Able to work independently

Reports To:

• Business Service Manager with potential dotted line to the Group Director

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