Investment Consultant

Asset Strategy Consultants
Hunt Valley, Maryland
We offer a competitive salary comensurate with experience, healh plan and profit sharing plan.
23 Aug 2021
22 Sep 2021
Industry Sector
Consulting Firm
Employment Type
Full Time

Asset Strategy Consultants (ASC), has a 30-year history of providing independent investment consulting services to institutions and families.  ASC is hiring an Investment Consultant to take a leadership role working with the firm’s existing institutional clients, primarily on non-discretionary mandates.  ASC’s client base has $8 billion in assets and the firm is headquartered in Hunt Valley, MD. Responsibilities include: 

  • Seamlessly transitioning into an existing client base of small- and mid-sized institutions. 
  • Assuming ongoing primary and co-consultant relationships with a variety of institutions and Investment Committees.  This includes maintaining and strengthening personal and working relationships across clients. 
  • Working with the firm’s internal investment team to make recommendations to clients on investment policy, strategic asset allocation, manager selection, and implementation of institutional portfolios as well as reporting. 
  • Managing the preparation for regular client Investment Committee (IC) meetings, attending, and working closely with the IC chair to lead committee meetings. 
  • While prospecting for new clients is not explicitly required, the Consultant may be asked to participate in business development as part of a proposed team assigned to prospective new clients. 

The ideal candidate will possess the following skills, experience, and characteristics: 

  • Highly organized, proactive, and able to work within a team to marshal internal resources as needed for client assignments. 
  • Effective communicator with a genuine interest in cultivating personal relationships and ability to build consensus among decision-makers.  Experience leading IC meetings is a plus. 
  • Experience with financial markets and the process of managing a multi-asset portfolio. 
  • An affinity for supporting non-profit institutions. 
  • Five to ten years of experience in a similar role preferred.  CFA designation or candidacy are a plus. 

This position is based in our Hunt Valley, MD location but we would also consider hybrid/remote work from the mid-Atlantic area.  Moderate travel is expected.

ASC is committed to diversity, equity and inclusion. 

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