Consultant/Research Associate

at  Alan Biller

Menlo Park, CA 94025, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate23 Apr, 2025USD 90000 Annual23 Jan, 20253 year(s) or aboveGood communication skillsNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – 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:

Incase you would like to apply to this job directly from the source, please click here

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