Kickstart your finance career with Alpha Theory as an Investment Process Consultant. Engage directly with portfolio managers to enhance their investment decision-making and use AI tools like Annie.

As an early-career professional, you will own key client relationships while gaining insights into various investment strategies. You will collaborate with senior investment professionals, offering consultative guidance and adapting to clients' evolving needs. This role supports rapid career growth with mentorship, making it ideal for someone eager to develop in the finance industry.

Key Responsibilities:
• Manage a portfolio of client relationships as a point of contact
• Analyze engagement metrics to identify adoption risks




• Provide consultative guidance on portfolio construction
• Facilitate training for clients on Annie’s capabilities
• Gather client feedback for product improvement

Requirements:
• Bachelor's degree in Finance, Economics, or related field
• 0-3 years professional experience, internships included
• Solid analytical mindset with data proficiency
• Familiarity with AI tools and investment principles
• Willingness to travel occasionally

Develop transferable skills and build your network working with top-tier investment professionals!
#J-18808-Ljbffr

📌 Investment Consultant at Alpha Theory (New Brunswick)
🏢 Alpha Theory
📍 New Brunswick