Job Summary

Investment Consulting provides a variety of high-quality services to clients through structured engagements.

These services include: Strategic setting of investment objectives, strategic asset allocation, performance measurement and evaluation, investment monitoring and reporting, custodian selection, transition advice, statements of investment policy and global research services. Primarily focused on managing a small to mid-sized team consisting of lower-level Managers (M2) and seasoned Professionals who exercise latitude and independence in assignments. As a senior recognized people leaders in investment consulting, role incumbent(s) are seen as client project and team leaders.

Owns the client relationship; Sets goals and objectives for team members for achievement of high-quality client and operational results; Ensures compliance policies, and procedures are understood and followed and assists in developing new procedure and policies; Leads managerial and senior staff in all aspects of service delivery and client management; Oversees strategic-level consulting projects. Motivates team to achieve performance and business goals. Responsible for making moderate to significant improvements of processes, systems or products to enhance performance of job area.

Develops plans and delivers results in fast changing businesses and/or regulatory environments. Exercises management authority, including performance reviews, recruitment recommendations and requirements, execution of discipline and termination and other personnel actions. Manages a team with focus on function or business group policy and strategy implementation.





Establishes operational plans with measurable contribution towards the achievement of results of the job function and Division. Focus is on short-term operational plans (e.g., less than 1 year). Provides measurable input to new products, processes or standards in operational plans.

Provides input to functional or Division strategy.

Responsibilities

- Owns the client relationship; Sets goals and objectives for team members for achievement of high-quality client and operational results.
- Ensures compliance policies, and procedures are understood and followed and assists in developing new procedure and policies.
- Leads managerial and senior staff in all aspects of service delivery and client management.
- Oversees strategic-level consulting projects.
- Motivates team to achieve performance and business goals.
- Responsible for making moderate to significant improvements of processes, systems or products to enhance performance of job area.
- Develops plans and delivers results in fast changing businesses and/or regulatory environments.
- Exercises management authority, including performance reviews, recruitment recommendations and requirements, execution of discipline and termination and other personnel actions.
- Manages a team with focus on function or business group policy and strategy implementation.




- Establishes operational plans with measurable contribution towards the achievement of results of the job function and Division.
- Focus is on short-term operational plans (e.g., less than 1 year).
- Provides measurable input to new products, processes or standards in operational plans.
- Provides input to functional or Division strategy.

Requirements

- Required: Bachelor's degree; 8 years of related experience, qualified certification, or equivalent training and experience.
- 6+ years experience in a supervisor or management role required or comparable internal experience.
- Able and willing to travel up to approximately 25% of the time.
- Strong knowledge of finance and investment theory and practice and the ability to apply this knowledge to client work.
- Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one job area.
- Substantial knowledge of job area and typically has deep knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization.
- Desired: MBA or FIA/FFA/CFA certification/accreditation.

Skills and Competencies

- Work Traits: Demonstrates ability to effectively work, communicate, and influence across multiple functions and stakeholders both internally and externally.
- Demonstrates effective Relationship Management; Strategic Insight; Industry Knowledge; Leadership; Executive Presence; Results orientation.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Associate Vice President - Investment Consulting (Pune)
🏢 Artex Risk Solutions
📍 Pune