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 contactAnalyze engagement metrics to identify adoption risksProvide consultative guidance on portfolio constructionFacilitate training for clients on Annie's capabilitiesGather client feedback for product improvementRequirements:Bachelor's degree in Finance, Economics, or related field0-3 years qualified experience, internships includedStrong analytical mindset with data proficiencyFamiliarity with AI tools and investment principlesWillingness to travel occasionallyDevelop transferable skills and build your network working with top-tier investment professionals!
📌 Investment Consultant At Alpha Theory (Fredericton)
🏢 Alpha Theory
📍 Fredericton
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