Institutional Investment Consultant/Advisor

Waltham, Massachusetts (US)
Feb 11, 2019
Mar 13, 2019
Employment Type
Full Time

The US office of River and Mercantile Solutions (located in Waltham, MA) is currently seeking an investment professional, with 5-10 years of experience, to support to our consulting, investment advisory, and trading efforts. This individual will present investment results and provide advice to clients, oversee portfolios, conduct investment product research, mentor and train more junior staff, and complete other ad hoc investment projects.

Requirements The ideal candidate will have: 

  • A Bachelor’s degree
  • Attainment of or pursuing CFA charter and/or a graduate degree such as a Master’s of Finance or MBA
  • 5-10 years of relevant experience
  • Experience providing investment recommendations and results to clients
  • Strong communication skills, both written and verbal
  • Exceptional problem solving and organizational skills
  • Detail oriented and a self-starter
  • Team player
  • Ability to multi-task
  • Ability to manage and mentor junior level staff
  • Proficiency in Excel, Word, and Power Point
  • Familiarity with Bloomberg, Morningstar, eVestment, APX and Linedata, and SQL Databases & Reporting is a plus

Among the benefits we offer are:

  • 401(k) plan with company matching contributions
  • Life and Long Term Disability insurance
  • Health insurance
  • Paid vacation and sick time

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