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.
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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