Senior Investment Consultant - Confidential (Portola Valley, CA)
Act as the key facilitator among all parties involved in any investment-related issue Develop and nurture strong relationships with the trustees, money managers, attorneys, administrators, and other decision makers for each account, and keep them informed about their portfolios and other related issues Requirements:
MBA and CFA designation Minimum of 8 years of related experience Able to write and speak clearly and effectively on technical investment subjects to a nontechnical audience Ability to deliver compelling presentations and comfortable using a laptop in presentations Strong quantitative abilities Proactive and extremely well organized Bright, energetic, high integrity, and a strong work ethic--must be a team player Capable of leading and maintaining multiple demanding client relationships Ability to travel approximately 40 percent (within the US) Source:
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Estimated Salary: $20 to $28 per hour based on qualifications.
MBA and CFA designation Minimum of 8 years of related experience Able to write and speak clearly and effectively on technical investment subjects to a nontechnical audience Ability to deliver compelling presentations and comfortable using a laptop in presentations Strong quantitative abilities Proactive and extremely well organized Bright, energetic, high integrity, and a strong work ethic--must be a team player Capable of leading and maintaining multiple demanding client relationships Ability to travel approximately 40 percent (within the US) Source:
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Estimated Salary: $20 to $28 per hour based on qualifications.
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