The analyst will be involved in all phases of the investment process with a special focus on quantitative data analysis, risk reporting and operation-related support.
A global investment firm has expanded access for its alternative asset platform to its private banking and advisor clients as well as entities that have no relationship with the firm.
The investment consultant absorbed the investment advisor and financial planning firm’s base of clients totaling $1.4 billion in assets across 30 states.
The savings program opted to retain its incumbent consultant after issuing an RFP in the fourth quarter due to the firm’s impending contract expiration.