What are the responsibilities and job description for the Consultant position at Prime Buchholz LLC?
Description
Our firm
Our firm was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients.
The job
We are seeking an experienced Investment Consultant to join our expanding team. The ideal candidate will have demonstrated success in advising a variety of client types including educational endowments, private and public foundations, health care organizations, cultural and faith-based organizations, defined benefit and defined contribution plans, and high net worth families.
The successful candidate will have experience building customized and diversified portfolios for clients across asset classes on both a nondiscretionary and a discretionary basis. Expertise in mission-aligned investing—including environmental, social, and governance (ESG) factors and impact investing—is strongly desired.
After an initial orientation period at our Portsmouth, NH headquarters, this position may be based in Portsmouth, Boston, Atlanta or remotely.
What you’ll do
- Guide clients in setting and revising investment goals
- Determine asset allocation
- Select investment managers and custodians
- Monitor performance and manage portfolio risks
- Lead client investment teams and relationships
- Contribute to the firm’s thought leadership
- Serve on internal asset class investment committees
- Contribute to manager research and due diligence
- Play a significant role in acquiring new client relationships
- Represent the firm externally at industry conferences
Requirements
What you’ll bring
- A minimum of 15 years of investment related experience
- A minimum of 7 years of experience advising endowments and foundations, or other institutional clients, as the principal consultant or OCIO
- Proven experience working with and influencing a diverse group of investment committees across different client types
- Demonstrated expertise in helping clients align their portfolios with specific mission objectives (i.e., socially responsible investing; ESG; diversity, equity, and inclusion; impact investing, etc.)
- College degree required. Advanced degree and/or the CFA® designation or CAIA® designation is a plus
- Up to 50% travel required
What we offer
We offer a hybrid work environment with a comprehensive pay and benefits package including health, dental, life, and disability insurance, 401(k), profit sharing, paid parental leave, matching charitable contributions, tuition reimbursement, and generous paid time off including volunteer days.
For the safety of our employees and clients, Prime Buchholz has a vaccination policy in place.
Prime Buchholz is an equal opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, marital status, veteran status, or any other category protected by law.
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