Attend and present at client meetings in a supporting role on occasion Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Required Education, Professional & Technical Experience Bachelor's degree required with a preferred concentration in Economics or Finance Two (2) to five (5) years of investment consulting or investment-related work experience Experience with servicing Institutional clients in a Discretionary Outsourced CIO ("OCIO") servicing framework is a plus Proficiency in Microsoft Suite Previous experience with CRM, custody portals, and asset allocation modeling software is a plus Familiarity with AI‑enabled productivity or analytical tools (e.g., Copilot, large language model-based assistants, automation tools, or analytical copilots) to support research, drafting, reconciliation, summarization, or quality control of analytical outputs. Responsibilities: Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictions Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AI‑enabled tools to enhance efficiency and analytical consistency.