Investment Management Consultant

Job Information

Description

The Monroe Vos Consulting Group, Inc. is looking for Investment Management Consultants in Houston.  We are looking for people that want to be a part of an outstanding team of professionals that have high standards of performance and integrity.  This is an opportunity to become a partner in the firm if certain goals are attained.  We are looking for people with experience in the investment consulting industry with a securities firm or an independent advisory firm.

POSITION:  

Investment Management Consultant

RESULT STATEMENT:

To acquire and service new clients and existing clients with Monroe Vos systems, procedures and philosophy.

CONSULTANT RESPONSIBILITIES:

  • Conduct quarterly reviews with clients
  • Deliver Performance Measurement Reports and Manager Search Reports
  • Deliver Asset Allocation / Asset Liability / Spending Policy Studies to clients
  • Monitor client needs and provide solutions to client problems
  • Maintain client retention and client satisfaction
  • Conduct manager interviews
  • Develop new business
  • Complete reports as directed by Management
  • Participate on the Investment Committee

GENERAL STANDARDS:

All employees believe in and support the Monroe Vos philosophy.

  • We place the Client's needs above the needs of the Firm.
  • We avoid all conflicts of interest and when in doubt, seek guidance from our manager.
  • We provide only value-added services necessary to meet the Client need.
  • We hold all Client and Firm information as confidential.

All employees produce their results using our systems and procedures.

All employees accept ownership and responsibility for their actions.

All employees recognize and embrace that they are a team player on the Monroe Vos team.

CANDIDATE CHARACTERISTICS:

  • Success Driven
  • Confidence vs False Bravado
  • Competitive Fire
  • Sense of Urgency
  • Need to Influence Others
  • Creativity
  • Perseverance and Resilience
  • High Ethical Standards

 

Apply by email: info@monroevos.com