Investment Consultant

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

JOB SUMMARY:  The Investment Consultant is an integral part of the Fiduciary Consulting Services team and will work with various team members and other areas of the company to facilitate the delivery of investment consulting services to the Newport’s institutional clients. Fiduciary Consulting Services provides governance and investment support to qualified and non-qualified plan sponsors.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Supports the development of client deliverables including investment policy statements, asset allocation studies, investment manager structure and selection analysis, investment performance reports, retirement plan diagnostics and fee analyses.
• Takes primary responsibility for these same deliverables in support of senior investment consultants and specific client relationships.
• Develops client-meeting materials with appropriate focus and attention to detail.
• Participates in client meetings, discussions, and delivery of related materials.
• Supports multiple assignments from an operational standpoint.
• Sets up and maintains investment lineups, facilitates investment changes and provides investment support to various teams across the broader organization.
• Develops, monitors and periodically reviews hedging strategies for the purposes of asset-liability management.
• Formulates target return and risk-based portfolios using internal capital market assumptions and asset allocation tools.
• Conducts peer review of client materials to ensure quality of deliverables.
• Submits and follows-up on trade execution (mutual funds) as directed by consultants and clients.
• Reviews trade confirmations to confirm trade execution consistent with client instructions.
• Ideal candidates will be able to work in a fast-paced, demanding environment and will be a "self-starter" working continuously under tight deadlines.

Management Responsibilities (none)

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor’s degree in finance or economics from an accredited university
• 5+ years of experience working in a related position
• Enrolled in Level 2 of the CFA program or Master’s degree; attainment of the CFA designation or Master's degree is a plus
• Agreement to pursue regulatory licenses (FINRA Series 6 or 7, 66, etc.)
• Strong MS Office skills including MS Excel and PowerPoint
• Experience with Adobe Acrobat

Preferred (but not required) education or skills for this role are

• 5+ years of experience in the investment industry developing analysis in support of institutional clients
• Licenses (Series 6 or 7, and 66)
• CFA designation (or passed CFA Level I Exam) or Master’s degree
• In-depth knowledge of retirement plans strongly preferred

Competencies

• Analytical
• Project Management
• Attention to detail
• Accuracy
• Time management
• Organizational
• Interpersonal 
• “Self-starter”
• Team player
• Written and verbal communication skills
• Critical thinking
• Problem solver
• Proactive
• Resourceful
• Sound judgment

TRAVEL:   Up to 30%

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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