Investment Advisor Consultant

Manhattan, New York Temporary USD55 - USD60 per hour
  • Opportunity to work for one of the largest banking organizations in the world.
  • Contract position with opportunity to convert to Permanent.

About Our Client

Our client is one of the world's largest banking and financial services organizations, operating in over 60 countries with a diverse range of personal, commercial, and investment banking services. Known for its global reach and commitment to innovation, our client provides extensive opportunities for career growth and development in a dynamic, inclusive, and supportive environment.

Job Description

Key responsibilities for the Investment Advisor Consultant include:

  • Process Analysis: Analyze end-to-end investment, operational, and compliance processes to create Target Operating Models in PowerPoint.
  • User Testing: Conduct user testing on tech platforms, identify defects, and track their resolution.
  • Training Documentation: Prepare detailed training materials for front line staff.
  • Project Collaboration: Work with project managers, business analysts, and tech leads to advance project workstreams.
  • Data Management: Perform data analysis and scrubbing to ensure data integrity.
  • Portfolio Liaison: Coordinate with Portfolio Managers and Chief Investment Office teams for implementing model and client portfolios.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

The Investment Advisor Consultant should have the following background:

  • 4 year Bachelor's Degree.
  • Must be authorized to work in the United States.
  • Background in investments and wealth products.
  • Experience with managed accounts and advisory propositions.
  • Ability to visualize processes and articulate them in both verbal and written formats.
  • Proactive, hands-on attitude.
  • Ability to work independently with minimal supervision after initial onboarding and training.

What's on Offer

The offer for the successful Investment Advisor Consultant includes a competitive hourly pay rate for the duration of a 7-month contract with opportunity to convert to a Permanent position.

Luke Tebolt
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Job summary

Banking & Financial Services
Sub Sector
Compliance & Legal
Financial Services
Contract Type
Consultant name
Luke Tebolt
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