Highland Associates Associate Investment Consultant

Description

:

At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new relationships through supporting the business development process.

Primary Responsibilities

• Supports Senior Consultants and Consultants with client relationships
• Participates in routine dialogue with clients, as needed
• Coordinates the efforts of Highland Associate’s Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied
• Supports the asset allocation process including: performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing portfolio recommendations and monitoring the investment policy statement for relevance and updates to reflect any recommendations and rebalances portfolios accordingly
• Supports the production of the quarterly client materials and special reports for client presentations such as: manager searches, asset allocation recommendations and education sessions
• Executes client deliverables to high standards of quality and accuracy
• Develops a general knowledge of recommended investment management firms, products, and strategies
• Supports the production of client communications and client training materials about various investment topics
• Participates in internal investment committee and/or subcommittee meetings, as needed
• Supports request for proposal (RFP) production

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelor’s degree in a relevant field

Preferences

• Previous experience working in the Investment Management and/or Financial Services industry
• Progress toward professional designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)

Skills and Competencies

• Demonstrable success in a team environment
• Demonstrates high energy and strong drive for results
• Excellent communication skills, both verbal and written
• Strong organizational and presentation skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

$68,572.90 USD$94,960.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time

• 401K with Company Match

• Medical, Dental and Vision Benefits

• Disability Benefits

• Health Savings Account

• Flexible Spending Account

• Life Insurance

• Parental Leave

• Employee Assistance Program

• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

Location Details

Highland Associates - Birmingham

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.