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Institutional Investment Consultant
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CHRISTIAN BROTHERS SERVICES
Tarrytown, NY (In Person)
$175,000 Salary, Full-Time
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Job Description
Join us at Christian Brothers Services, where our mission is to support and serve the Catholic Church and its ministries across the nation. Our Consulting Solutions Division is seeking a full-time Institutional Investment Consultant to work as a trusted advisor to Catholic client base in a collaborative, team-oriented environment. The consultant will advise on asset allocation, research and monitor investment managers, assist in implementing investment solutions, and deliver ongoing performance and portfolio analysis to clients. The consultant will provide proactive advice and recommendations on a range of investment related issues and provide client education as needed. This position provides a unique opportunity for an investment professional to apply their skills in supporting a unique and special client base who desire to invest in a socially responsible way, aligned with their mission. The Investment Services team works closely with our client's Leadership and Investment Advisory Committees to establish investment policies and guidelines and to improve risk-adjusted performance of the client's investment assets in a way which is compliant with Catholic Values.