We are seeking a Senior Investment Consultant that has the ability to provide expert level, clear and logical presentations to a non-investment audience and that will assist them in making prudent investment decisions. Our consultants give advice to large institutional boards of trustees and nurture those relationships that will lead to referrals for new business. They also have a high skill in leading and managing complex projects.

QUALIFICATIONS AND SKILLS:

• Master’s degree in finance, business or related field
• CFA-required/ CAIA desirable
• 6+ years of significant experience in investment consulting or related field
• At least 3 years in a client-facing role with proven client relationship management
• Willingness to travel approximately 25% of the time
• Excellent presentation skills
• An eagerness to help with and work on growing the business
• An eagerness to help with and work on growing the business
  Our benefits include medical, dental, vision, group life, short and long-term disability, 401(k), a “take what you need” time off policy and reimbursement of expenses for work toward CFA, CAIA and CIPM designations.
  The Firm has a practice of promoting from within and rewards significant contributions to the
  Company.
  Alan Biller and Associates is an equal opportunity employer.
  Candidates must be legally authorized to work in the US to be considered. We are unable
  to provide visa sponsorship for this position.
  Job Type: Full-time
  Pay: $175,000.00 - $225,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Referral program

Compensation Package:

• Bonus opportunities

Work Location: Hybrid remote in Menlo Park, CA 9402

• Client Management: This includes building and maintaining strong long-lasting relationships with diverse boards of trustees, understanding their goals and risk tolerance, and providing ongoing support and guidance.
• Investment Strategy: Developing and implementing investment solutions, analyzing portfolios, providing asset allocation advice, and developing Investment Policy Statements. This also involves analyzing investment options and performing asset class benchmarking.
• Collaboration: Working with internal teams, portfolio managers, and analysts to provide comprehensive client service and ensure seamless execution of strategies. Mentoring junior consultants and acting as an escalation point for complex issues are also part of this role.
• Business Development: Responsibilities include participating in finals presentations and developing a strong referral network.
• Expertise and Compliance: Senior Investment Consultants act as subject matter experts, stay informed about industry trends and regulations, and ensure compliance with procedures.