Investment Consultant

Bellwether Consulting LLC - Millburn, NJ (30+ days ago)

Bellwether Consulting is an investment consulting firm focused exclusively on institutional investors, primarily sponsors of pension and other retirement plans. Services we provide include investment policy formulation, asset allocation and asset-liability studies, investment manager selection, and performance monitoring. Our clients are typically a committee of senior executives (e.g., CFO, Treasurer, VP of Human Resources) charged with the responsibility of running the sponsoring organization’s employee retirement plan. The sponsoring organization may be a large corporation, non-profit, or government agency.

Our firm is organized as a professional practice with two levels: partners and staff. All of the members of the firm are dedicated to providing investment consulting.

More information on the firm can be found on our website (

We are seeking staff to:
Perform qualitative and quantitative analysis of investments,

Prepare technical client exhibits,

Conduct research and report on specific client circumstances, investment options, general market conditions, or industry issues,

Maintain client relationships, and

Provide general support (e.g., sales/marketing, etc.) for the practice. We are looking for candidates that meet the following requirements:

Formal post-secondary education that included the completion of some business courses (e.g., economics, finance, accounting, etc.) with bachelor's degree attained.

At least 3 years of professional experience, with some financial services experience.

Intermediate proficiency in Microsoft Word, Excel, and Powerpoint.

Ability to interact professionally with personnel at investment management firms and the firm’s client contacts.

Ability to commit to at least 40 hours per week in our office (Millburn, NJ).

Applicants selected as candidates for the position will be asked to provide a writing sample (on any topic) as part of the interview process.

A position in consulting requires the ability to work independently with little direction. The candidate should be articulate, outgoing, and innovative.

Additional experience in project management, finance and investments, or other business disciplines and a masters degree in business or finance and/or finacial professional designations are desirable.