Investment Advisor Consultant
Investment Advisor Consultant
Michael Page
Manhattan, NY
See who Michael Page has hired for this role
- Opportunity to work for one of the largest banking organizations in the world.|Contract position with opportunity to convert to Permanent.
Our client is one of the world's largest banking and financial services organizations, operating in over 60 countries with a diverse range of personal, commercial, and investment banking services. Known for its global reach and commitment to innovation, our client provides extensive opportunities for career growth and development in a dynamic, inclusive, and supportive environment.
Job Description
Key responsibilities for the Investment Advisor Consultant include:
- Process Analysis: Analyze end-to-end investment, operational, and compliance processes to create Target Operating Models in PowerPoint.
- User Testing: Conduct user testing on tech platforms, identify defects, and track their resolution.
- Training Documentation: Prepare detailed training materials for front line staff.
- Project Collaboration: Work with project managers, business analysts, and tech leads to advance project workstreams.
- Data Management: Perform data analysis and scrubbing to ensure data integrity.
- Portfolio Liaison: Coordinate with Portfolio Managers and Chief Investment Office teams for implementing model and client portfolios.
The Successful Applicant
The Investment Advisor Consultant should have the following background:
- 4 year Bachelor's Degree.
- Must be authorized to work in the United States.
- Background in investments and wealth products.
- Experience with managed accounts and advisory propositions.
- Ability to visualize processes and articulate them in both verbal and written formats.
- Proactive, hands-on attitude.
- Ability to work independently with minimal supervision after initial onboarding and training.
The offer for the successful Investment Advisor Consultant includes a competitive hourly pay rate for the duration of a 7-month contract with opportunity to convert to a Permanent position.
Contact: Luke Tebolt
Quote job ref: JN-062024-6444093
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Seniority level
Entry level -
Employment type
Contract -
Job function
Finance and Sales -
Industries
Banking, Financial Services, and Accounting
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