Portfolio Consultant

Our client, a leading investment management firm, is seeking a talented professional to join a newly established division as a Portfolio Consultant. This position plays a key role in supporting institutional and intermediary clients through in-depth portfolio analysis, market insights, and investment recommendations.

About the Role:

The Portfolio Consultant will act as a strategic bridge between the investment and distribution teams, providing analytical and consultative support to clients. The role combines technical portfolio analytics with client-facing advisory responsibilities, contributing to both internal and external investment communication efforts.

Responsibilities:

• Conduct detailed portfolio analysis for institutional and intermediary clients such as pension funds, financial institutions, and distributors.
• Propose optimal asset allocations and fund structures based on client objectives and market conditions.
• Perform performance attribution, risk decomposition, and scenario (stress) analysis.
• Prepare investment reports, proposals, and presentation materials.
• Collaborate closely with internal investment and sales teams to translate complex investment concepts into clear client messages.
• Support client presentations and accompany relationship managers to client meetings.
• Monitor macroeconomic trends, interest rates, and equity markets to provide insights that enhance client advisory and product positioning.

Requirements:

• Strong analytical and quantitative skills, with proficiency in portfolio analytics tools and software (e.g., Excel, Bloomberg, FactSet).
• Solid understanding of financial engineering or quantitative investment concepts.
• Excellent presentation and communication skills, with the ability to explain complex investment ideas to non-specialist audiences.
• A client-oriented mindset with experience in an investment, asset management, or consulting environment preferred.

Why Apply:

This is an excellent opportunity to be part of a newly formed and growing team within a prestigious financial institution. The role offers exposure to a wide range of investment strategies and client segments, along with the chance to contribute meaningfully to client success through data-driven insights and advisory excellence. For professionals seeking to combine technical investment knowledge with client engagement, this position provides both challenge and long-term growth potential.