Associate Consultant

Consulting · Menlo Park, California
Department Consulting
Employment Type Full-Time
Minimum Experience Mid-level

Ideal candidates will be process-oriented, flexible and with a keen attention to detail.

 

They are the primary resource for Consultant support, work closely and take direction from Consultants for client deliverables. These include preparing board memos; updating Investment Policy Statements; responding to client requests; and working closely with our Research group for investment manager updates. They also attend Investment and Portfolio Review Committee meetings.


Requirements:

  • Bachelor’s Degree; preferably in Finance
  • MBA or Masters of Finance and CFA. (Will consider those with CFA Level II).
  • Three years (or more) of relevant experience especially with institutional investing.
  • Solid knowledge of finance and investments
  • Familiarity with defined benefit pension plans and defined contribution plans.
  • Strong quantitative and analytical skills
  • Proficient with Excel, Morningstar, Bloomberg and eVestment
  • High comfort level with working independently and meeting tight deadlines.


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.

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  • Location
    Menlo Park, California
  • Department
    Consulting
  • Employment Type
    Full-Time
  • Minimum Experience
    Mid-level