Investment Consultant

About the role

Join a growing investment firm as an Investment Consultant, working closely with the Investment Department and reporting to the Head of Investment. You will be responsible for monitoring client portfolio performance, conducting benchmarking and attribution analysis, and delivering insightful recommendations.

Key responsibilities

• Monitor investment performance and conduct benchmarking and performance attribution analyses.
• Perform market research, data analysis, and comparative assessments.
• Prepare standard and ad‑hoc reports using in‑house templates.
• Develop and maintain strong relationships with clients, investment managers, custodians, and administrators.
• Support the creation of investment recommendations and client deliverables.
• Ensure compliance with quality standards, data‑protection, audit‑trail requirements, and AML/CFT procedures.

Required profile

• Bachelor’s degree in Finance, Accounting, Mathematics, Actuarial Studies, Business, Economics, or a related field.
• CFA charterholder or completion of at least Level 2 of the CFA program.
• Minimum of 5 years of experience preparing investment recommendation reports for institutional clients.
• Strong quantitative and analytical problem‑solving abilities.
• Excellent written, verbal, and presentation skills with confidence engaging diverse stakeholders.
• Client‑service orientation and effective time‑management skills.

Required skills

• Investment performance monitoring
• Benchmarking and performance attribution
• Market research
• Data analysis

What we offer

• Collaborative, friendly culture with a smart, supportive team.
• Real responsibilities and challenging projects in a fast‑evolving company.
• Competitive total rewards package, continuous education, and training.
• Full‑time position with attractive salary and benefits, including fruits, coffee, and other beverages.