Strategy Consultant - Investment Management

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Strategy Consultant - Investment Management
Company Name Global Consulting Firm
Location New York City, Connecticut, United States
Date Posted May 12, 2018
Category Management Consulting
Job Type Direct Hire


Our client is a large management consulting practice dedicated to advising investment and wealth managers on business strategy.  It is seeking entrepreneurial, ambitious and intellectually- curious professionals to play an essential role on engagement teams.


Key responsibilities include:

  • Gathering market data through primary and secondary research and driving the analysis
  • Developing quantitative analysis and financial models for business plans, ventures and transactions
  • Applying problem-solving skills and leading specific work streams in an engagement
  • Analyzing investment quality, leveraging risk and performance analytics tools
  • Participating in and often leading client and market interviews
  • Presenting recommendations to the team and client
  • Developing strong working relationships with professionals on the client side
  • Carrying insightful conversations about industry topics
  • Understanding characteristics of asset managers and key buyer types.



  • Undergraduate degree with a focus in economics, engineering, finance or accounting preferred
  • Outstanding academic achievement and demonstrated leadership
  • 3 – 6  years of research and analysis or consulting experience
  • A passion for consulting and investment management
  • Prior consulting experience preferred
  • Strong analytical and quantitative skills
  • Excellent written and verbal communication
  • Strong interpersonal and influencing skills
  • A passion for learning, professional growth and knowledge sharing
  • A desire to be part of an entrepreneurial, fast-paced and fun team environment


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