Institutional Consulting Services Associate

Institutional Consulting Services Associate | Newport Beach, CA

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Institutional Consulting Services Associate in our Newport Beach, CA office. The performance analyst will join a highly talented team of institutional investment consultants and analysts that service the investment management needs of institutional clients. 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:

Administration of client data in Microsoft Outlook database
Gain working knowledge and familiarity with key components of client organization
Maintain relationships with client representatives and related vendor organizations
Coordination, completion and follow through of all projects pertaining to clients
Maintenance of recurring client service requirements
Creating portfolio investment instructions and rebalancing spreadsheets
Process cash withdrawal requests for clients, involving coordination with investment managers and custodians
Preparation, printing, and binding of Quarterly Performance Reports
Preparing portfolio fee analysis as needed

Investment Performance – Monitoring and Reporting

Oversight of financial statement intake from all client custodians and managers – tracking and routine dissemination of statements to responsible parties.
Client financial data input and analysis
Reconciliation of investment return calculations
Production of performance attribution reports on a quarterly basis for investment managers and related vehicles
Prepare investment manager search presentations with the collaboration of the consultants and manager research professionals; involves use of Morningstar Direct, investment manager materials, phone and internet research
Monitoring and maintenance of investment policy guidelines for each institutional client on a quarterly basis – includes coordination with investment managers
Produce asset allocation studies for clients as needed – to include preparation of efficient frontiers, Monte Carlo analysis and recommended asset allocations using in-house portfolio software

Qualifications

Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedures
Ability to effectively present information and respond to questions from groups of managers, clients, and the general public
Ability to work with mathematical concepts such as probability and statistical inference
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work proficiently in Microsoft Excel, PowerPoint, Salesforce and other financial reporting and database software systems.

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.

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 Category Analysts & Research

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