Job Title:
Senior Investment Consultant Relations Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 11 2019
Expires On:
Feb 7 2020
Senior Investment Consultant Relations Associate; $75K- $90K, plus bonus and strong benefits

A $12B RIA servicing institutional clients located in the Financial District- Boston is seeking a Sr. Consultant
Relations Associate. This is a FANTASTIC opportunity to provide comprehensive support to the Consultant
Relations and Relationship Management teams and ultimately assume ownership of your own client portfolio!

The responsibilities of the Senior Consultant Relations Associate include:
-Supporting Relationship Management and Consultant Relations teams with monthly, quarterly, yearly and
ad hoc reporting, portfolio analysis, compiling and analyzing materials for current and prospective client/
consultant meetings, and other deliverables
-Serving as the initial contact to address client inquires, working with other groups as necessary to collect
required information, as well as explaining portfolio strategy, risks, returns, etc.
-Assisting with onboarding new clients, working with custodian banks and assisting with contract completion
The qualifications needed of the Senior Investment Consultant Relations Associate include:
-Bachelor's degree
-4- 8 years of experience supporting institutional clients
-Intellectually curiosity about investments and a willingness to learn and become an expert in fixed income
portfolio management
-Strong communications skills
Required Years of Experience:
Additional Info:
CONTACT: Adam Cordeiro: | phone: 617-728-4100
Salary Range:


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