Investment Consultant

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Generate and present investment reports for clients • Generate vendor search project reports • Conduct investment analysis for prospecting purposes • Discuss markets and fund performance with clients • Act as primary point of contact for clients as needed • Engage with investment managers to gain in-depth knowledge of available products • Solicit feedback from key industry contacts to improve client deliverable processes • Comply with agency management system data standards and data integrity • Enter and maintain complete and accurate information • Perform other duties as assigned

🎯 Requirements

• Bachelor's Degree in Business, Finance or similar field • Advanced industry education and/or advanced degree • Ten (10) or more years related work experience • Experience with investment analysis • Valid Series 65 license • Excellent verbal and written communication and presentation skills • Good problem solving, negotiation and time management skills • Strong analytical skills; ability to clearly define and frame complex issues • Excellent project management skills with a demonstrated ability to multi-task • Advanced planning, organizational and prioritization skills • Ability to work within a team and to foster teamwork • Proficient in Microsoft Office products