Job Title
Consulting Group Analyst (FARS)
Job Profile
The Consulting Group (CG) Analyst participates in overall business development of clientele by
developing customized Financial Plans /Asset Allocation proposals, designing tailored reporting
for new and existing clients, and creating and executing marketing strategies to attract new
clients. The CG Analyst is also responsible for matters of technical policy and standards,
presentation materials and performance measurement for technically advanced accounts.
DUTIES and RESPONSIBILITIES:
• Prepare performance measurement for clients, which involves computing account performance,
analyzing investment portfolio holdings and generating quarterly investment performance
monitors
• Develop presentation materials and proposals to assist Financial Advisors in obtaining clients’
business
• May participate in or conduct client/account meetings with or on behalf of the Financial Advisor
• Engage in interactive dialogue with clients and prospects to determine investment objectives,
current portfolio status, risk tolerance and other information necessary to craft comprehensive
financial strategy in conjunction with the Financial Advisor
• Synthesize client/prospect data to develop customized financial plan/asset allocation proposal
utilizing Firm’s proprietary software tools
• Design and produce strategy reports and other types of communications for Financial Advisors
to use with clients and prospects as part of the overall marketing initiative
• Provide individualized recommendations to the Financial Advisor regarding client situations
and their investment managers using Consulting Group manager research
• Develop Statement of Investment Policy for clients in coordination with Financial Advisors
Skills Required
EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS:
Education and/or Experience
• College degree preferred and may be required in certain circumstances
• Minimum of 2 years relevant work experience in financial services industry
Licenses and Registrations
• Active Series 7 and 63 required, 65 or 66 required, (as required by individual states)
Knowledge/Skills
• Ability to measure performance of clients’ portfolios
• Successful completion of Consulting Group Training or equivalent
• Proficient in applicable software applications including: Orion, Zepher, etc
• Effective written and verbal communication skills
• Knowledge of applicable compliance rules and regulations and firm policies
Reports to:
· Senior Complex Service Manager
Job URL
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Location: USA-OH-Dublin |
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Date Last Verified
Sep 08,2010 |
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Posted on
Jul 29,2010 |
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Company info
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