Consultant/Research Associate
at Alan Biller
Menlo Park, CA 94025, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 23 Apr, 2025 | USD 90000 Annual | 23 Jan, 2025 | 3 year(s) or above | Good communication skills | No | No |
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Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
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C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
Be part of a vibrant, purpose-driven team helping to serve our Institutional clients. Ideal candidates will be highly motivated, technically oriented, flexible and with a keen attention to detail who are interested in gaining exposure to capital markets and the portfolio construction process. The Consultant/Research Associate has client-facing responsibilities and travel to client meetings-mostly in-person is required. Travel is expected to be approximately two weeks every quarter.
How To Apply:
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Responsibilities:
- Assist consultants in preparation of client materials
- Attend client meetings in-person or remotely, at clients’ request
- Update clients’ Investment Policy Statements
- Respond to client requests
- Work on special projects
- Attend Alan Biller and Associates meetings (remotely): Investment Committee, Portfolio Review, Research and Consulting
REQUIREMENT SUMMARY
Min:3.0Max:8.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Finance
Proficient
1
Menlo Park, CA 94025, USA