Full-Time
Newport Beach, CA
Posted 1 month ago

Senior Institutional Consultant | Newport Beach, CA | Los Angeles, CA | Bay Area

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Consultant in the Institutional Consulting Group out of our Newport Beach, CA office. Candidate may be allowed to base from Los Angeles or Bay Area cities as well.  This candidate will join a highly talented team of institutional consulting professionals that service the investment management and advisory needs of discretionary and non-discretionary foundations and endowments, retirement plans and insurance companies.  The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

 

Responsibilities

  • Client Service – Primary responsibilities include delivering quarterly client investment reviews, conveying Beacon Pointe’s outlook and strategy for clients, and executing ongoing management and monitoring of client portfolios. Consultants are further responsible for Investment Policy development and monitoring, asset allocation analysis, and portfolio construction.
  • Business Development – Support team efforts in firm organic growth regionally and also partner office support nationally. Participate in RFP process and Finals presentations where appropriate.
  • Research and Projects – Participate in the research, investment, and due diligence process through internal committees focused on public markets, private markets, asset allocation, and risk management.
  • Attend industry conferences, generally in a speaking role.
  • Participate in team meetings and collaborate with team on projects and/or initiatives designed to streamline firm policies and procedures.
  • Other duties, as assigned

 

Qualifications

  • Bachelor’s degree required (Finance, Business or Economics preferred)
  • At least ten years of experience in an investment professional role preferred
  • CFA or CAIA preferred
  • Excellent verbal/written communication, analytical, and critical thinking skills
  • Proficiency in Salesforce or similar CRM platforms
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

 

Interested Candidates:  Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile.

 

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

 

Job Features

Job CategoryAdvisors & Consultants

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