Consulting Associate - San Francisco
Verus is in search of an experienced, self-motivated individual to service our institutional client consulting function in our San Francisco, CA office. Candidates should be process-minded, detail oriented, capable, flexible, and focused on their results.
The Consulting Associate acts as the primary resource for Consultant support. Responsibilities include: meeting preparation, investment policy development, asset allocation studies, investment manager coordination, responding to client requests and assisting consultant in new business development.
Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.
We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.
In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.
Bachelor’s Degree in Business required; preferably Finance;
CFA Level II candidacy preferred;
Two or more years of analytical and research experience in a related field;
Solid knowledge of financial investing techniques; knowledge and familiarity with the major markets. Basic understanding of pensions, defined contribution plans and non-profits
For consideration, must attach resume and salary requirements to jobs@verusinvestments. No phone calls, please.
Verus is an Equal Opportunity Employer.