Associate Director- Investment Consulting

The Associate Director will be responsible for final product on assigned client-related reports and projects in areas including investment manager search, investment structure design and asset allocation.  Responsibilities will include, but are not limited to overseeing the production of and providing commentary for quarterly performance measurement reports, coordinating project team resources so that tasks are implemented in a timely manner, and providing coaching to Associates and Analysts.

 

Minimum Qualifications:

3-7 years of professional experience, part of which should be directly applicable to the investment business.  MBA and/or CFA preferred. Financial services marketing experience a plus. Generalist knowledge of pension investments and capital markets.  Strong writing, presentation and interpersonal skills.  Good supervisory and delegation skills.

 

About our Firm:

Rogerscasey is an independent investment consulting firm based in Darien, Connecticut with offices throughout the United States. As an investment consultant, we provide institutional and high net worth clients with a broad array of customized services ranging from asset allocation to selection of investment managers to investment program monitoring. Founded in 1968, we are one of the largest investment consulting firms in the U.S.  Our clients include corporate and public retirement plans, endowments, foundations, healthcare systems, not-for-profit organizations, high net worth individuals, financial intermediaries and Taft-Hartley plans.  What distinguishes us from other consulting firms is our dedication to primary research, innovation, and education, as well as our commitment to combining these elements to provide clients with advice specifically tailored to their needs.

 

 

**Rogerscasey is an equal opportunity employer