Chartwell Investment Partners is seeking an entry-level Investment Research Consultant to assist in analyzing portfolio analytics and asset allocation for client portfolios. The role is remote and requires no prior experience, focusing on building relationships with financial advisors and supporting investment management strategies
Job Summary
Uses specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations.
Consults with financial advisors to build relationships and understand their practice to tailor solutions related to investment management.
Develops both tactical and strategic plans and works independently on complex assignments that are broad in nature with latitude for un-reviewed actions or decisions.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking an entry-level Investment Research Consultant to assist in analyzing portfolio analytics and asset allocation for client portfolios. The role is remote and requires no prior experience, focusing on building relationships with financial advisors and supporting investment management strategies.
Skills & Requirements
Must-have
Analyze portfolio analytics
Asset allocation and investment holdings
Consult with financial advisors
Develop tactical and strategic plans
Research investment products
Educate advisors on portfolio management
Maintain market knowledge
Nice-to-have
Effective questioning and listening
Organizing and managing detailed tasks
Professional presentations
Problem-solving skills
Analyzing business processes
Mentoring junior team members
Representing the company professionally
Key Requirements
Bachelor’s Degree in Business Administration, Finance or related discipline
Minimum three (3) years of financial services industry experience
Series 7 and 66 licenses required within one (1) year of hire