Overview As a Vice President in the Fiduciary Consulting Group, you will shape the ICS FCG investment policy and support its implementation through rigorous due diligence and client-facing research. You will collaborate with the Wealth Management Global Investment Office to provide insights for institutional clients and manage project delivery. You'll drive AI-enabled research enhancements and contribute to macro and asset class analysis. This role offers cross-divisional exposure and meaningful impact on fiduciary solutions. You work with clients and investment managers to deliver high-quality research and proposals.
Compensation / Benefits- Medical
- Dental
- Vision
- 401(k)
- Paid Time Off
- Parental Leave
Responsibilities- Provide ongoing investment due diligence, analysis and reporting to institutional clients
- Investment manager due diligence and selection
- Asset class research
- Portfolio construction and asset allocation
- Asset/liability modeling
- Driving scalable AI deployment and adoption in investment research
- Macroeconomic and industry research
- Client-facing responsibilities and client project development/management
- Assistance with RFP responses and related activities
Key requirements- Undergraduate degree
- Approximately 5-10 years of experience in investment research or consulting
- Strong written and verbal communication skills
- Experience with clients and producing client-facing research or deliverables
- Experience with Bloomberg, eVestment, and/or Morningstar Direct preferred
- Experience with AI- and AI-related integrations
- Desire to progress toward CFA designation
- Attentive to detail
- Team-oriented
- Independent thinker
- Bloomberg
- eVestment
- Morningstar Direct
