What are the responsibilities and job description for the Institutional Investment Consultant position at Zacks Investment Management?
About the Position
The Institutional Investment Consultant will play a pivotal role in advising and managing investment strategies for advisor clients and RIA firms. This individual will provide expert guidance on portfolio allocations, articulate investment strategies, and support business development efforts by engaging prospective advisor firms and their advisors. Success in this role requires a blend of investment expertise, relationship management skills, and strategic thinking.
Additionally, the Institutional Investment Consultant will champion Zacks' investment solutions within the RIA market, ensuring effective positioning and adoption.
Key Responsibilities
- Investment Strategy & Advisory: Provide expert insights on asset allocation, portfolio construction, and market trends tailored to institutional investors.
- Client Engagement & Communication: Serve as the primary investment resource for institutional clients, assisting them in portfolio positioning and investment philosophy discussions.
- Portfolio Performance Analysis: Conduct periodic evaluations and provide performance updates, identifying opportunities for enhancements.
- Sales & Business Development: Collaborate with the business development team to engage prospective institutional clients and expand relationships.
- Market & Industry Analysis: Stay informed on economic developments, regulatory updates, and industry best practices to provide strategic recommendations.
- Research Collaboration: Work closely with research teams to refine and evolve investment strategies for institutional portfolios.
Qualifications & Skills
- Bachelor's degree in Finance, Economics, Business, or a related field; CFA or CFP designation preferred.
- 5 years of experience in institutional investment consulting, asset management, or financial advisory services.
- Strong understanding of investment strategies, asset allocation, and portfolio construction.
- Excellent communication and presentation skills, with the ability to explain complex investment concepts clearly.
- Proven track record in sales, business development, or client relationship management within the institutional space or RIA market.
- Ability to work collaboratively across teams and drive impactful client relationships.
- Proficiency in financial modeling and portfolio analytics tools.
Why Join Zacks?
- Work with a leading asset management firm specializing in institutional investment strategies.
- Engage with high-profile institutional clients and industry professionals.
- Competitive compensation and benefits package.
- A dynamic, growth-oriented environment with opportunities for professional development.
COMP: $100,000- $200,000
Salary : $100,000 - $200,000