Investment Consultant

Asset Strategy Consultants
Hunt Valley, Maryland
We offer a competitive salary comensurate with experience, healh plan and profit sharing plan.
Jul 06, 2021
Aug 05, 2021
Industry Sector
Consulting Firm
Employment Type
Full Time

Asset Strategy Consultants (ASC), located in Hunt Valley, MD has a 30-year history of providing independent investment consulting services to institutions and families.  ASC is hiring a Consultant to take a leadership role working with the firm’s existing institutional clients, primarily on non-discretionary mandates.  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 isn’t 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 Hunt Valley, Maryland.  Moderate travel is expected.

ASC is committed to diversity, equity and inclusion.