Client Portfolio Change Leader (Project Management/Direct Investor Transition Oversight)
* This position does not travel.
Select top tier talent sought to leverage management consulting/strategy or internal strategy, larger scale project management expertise and extraordinary problem solving skills to skillfully oversee and guide teams of investment and non-investment related personnel to execute the portfolio change process excellently while ensuring all client goals are achieved.
This position will have direct contact with global institutional investors during the change process and will be responsible for developing SME (subject matter expertise) across the entire investment process to answer varied and complex investment and process related questions.
NOTE: No prior investment experience is required (chosen candidate will be trained ); however, experience leading large scale projects as well as exceptionally well honed client management skills, and extra-ordinary problem solving skills are an absolute must! A strong interest in the global financial markets is absolutely required. ***Consideration will also be given to candidates from top ranked management consulting firms that have led project work streams instead of entire large-scale projects.
This position will be challenged w/developing subject matter expertise (SME) on the entire investment process to skillfully guide institutional investors through all strategic portfolio changes. As an SME, this position will be the investors’ key go-to person throughout any portfolio change process to lead, answer questions, and guide seamlessly through the entire process.
This position does not construct the portfolio, but works directly w/portfolio experts to oversee the entire process to understand, communicate, and ensure client goals are achieved. The individual chosen will lead teams of investment professionals to achieve a client’s investment goals while ensuring exceptional execution. *This position does not manage staff.
This highly selective position will have extensive exposure across the company.
Candidates from top tier schools with 4 - 10 years "total" work experience within management consulting, internal strategy, non-technology related project management, or client transition management positions are sought.
Qualifications:
- Sorry, there is no sponsorship or Visa transfer available for this position now or in the future.
- Minimum of a Bachelor’s degree, but Masters preferred, from a top tier university.
- 4 - 10 years total work experience. Management/strategy consulting experience from a top management consulting firm, internal strategy experience from C-Level strategy teams, client transition management experience, etc. Please NO Sales, Client Advisors, Financial Advisors, Portfolio Managers or Marketers.
- Strong large-scale project management experience required (OR) experience project managing work streams within larger projects. Individuals with pure technology project management experience will not be considered.
- Proven client interface skills, and a client comes first mentality.
- High interest level in the global financial markets required.
- Sharp, motivated, quick learner, and a track record of promotional success with employers.
- Ability to grasp complex subject matter quickly
Key words: management consulting, strategy consulting, investment consulting, transition management, portfolio allocation, risk management, client services, client relationship management, portfolio transitions, transition team, client advisory, hedge fund, capital markets, McKinsey, Bain, Boston Consulting Group, BCG, Deloitte, Oliver Wyman.
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