Portfolio Transition Leader (Project Management)

* This position does not travel.

Select top tier talent sought to leverage management consulting/strategy or internal strategy, client management, larger scale project management expertise and extraordinary problem solving skills to skillfully oversee and guide teams of investment and non-invesetment related personnell to execute the portfolio change process excellently while ensuring all client goals are agreed upon and achieved.  

This position will have direct contact with global institutional investors during this process and will be responsible for developing SME to answer varied and complex investment and process related questions during this process.

NOTE: No prior investment experience is required (chosen candidate will be trained ); however, the proven ability to lead large projects across multiple departments as well as exceptionally well honed client management skills are an absolute must! A strong interest in the global financial markets is absolutely required.

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 undersatnd, 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:

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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March 27, 2013 • Tags:  • Posted in: Financial

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