Associate, Consulting Job Description

Associate, Consulting Job Description

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Associate, consulting provides oversight and leadership with our outsource provider for Corporate Real Estate operations and projects throughout the region;.

Associate, Consulting Duties & Responsibilities

To write an effective associate, consulting job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, consulting job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensure that meeting notes and sales activities are accurately tracked in detail utilizing internal CRM system
Assist the team in developing timely internal management reporting on consultant activity and consultant product marketing initiatives
Utilize various tools and methods to collect and analyze complex detailed client data
Develop, execute and maintain new team and business processes to ensure a smooth experience for the service
Update and track all Wealth Consulting case work in the case management database
Assist in the gathering of investment research to inform strategies as requested
The position shall back up the managing director-level and vice president – level support management of consulting client relationships, and collaborative client service on relationships as part of a larger client team
Organize and track client, consultant prioritization and coverage lists and calling efforts utilizing sales management software
Organize and lead the overall communications plan with consultants ensuring the delivery of high quality, content rich thought pieces and product updates
Research and analyze baseline competitive market data on the compensation practices of customized peer groups

Associate, Consulting Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate, Consulting

List any licenses or certifications required by the position: CPA, CFF, CFE, PMP, CCBCO, CRCM, CISA, CISSP, CIA, CISM

Education for Associate, Consulting

Typically a job would require a certain level of education.

Employers hiring for the associate, consulting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Economics, Finance, Business/Administration, MBA, Public Health, Accounting, Business, Administration, Computer Science, Health Care Administration

Skills for Associate, Consulting

Desired skills for associate, consulting include:

Corporate enterprise IT infrastructure
Tools and technologies desirable
Best practices and how own area integrates with others
External business issues to improve products and services
Internal
Is aware of the competition and the factors that differentiate them in the market
Related disciplines
AutoCAD
Corporate Real Estate
Relational databases and experience with data management

Desired experience for associate, consulting includes:

Evaluate all components of compensation for primarily executive management and Board positions
Develop annual and long-term incentive plans, including award opportunities and related performance measurement criteria
Provide support on client engagements, including creating spreadsheets, charts and graphs for reports
Execute and present client deliverables
Bachelors degree or above with excellent academic track record
Excellent client and service focus, absolute confidence in working with decision-makers from the top levels of the organisation

Associate, Consulting Examples

1

Associate, Consulting Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of associate, consulting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, consulting
  • Undertake reviews following a risk based approach, identifying control failings and operational weaknesses across a range of firms
  • Provide on the job and ad hoc advice and support to clients
  • AML/Financial Crime
  • Retail Conduct
  • Monitor and update the firm’s mandated Independence procedures, conducting reviews of Independence checks and report any issues to senior management, where appropriate
  • Able to advise others on company policies when necessary
  • Compile data and prepare routine risk and compliance reports
  • Obtain and input accurate data into the systems
  • Participate in investment research on investment managers and investment markets
  • Manage project modules or smaller projects
Qualifications for associate, consulting
  • Minimum of 10 years delivering client facing Network related consulting services
  • Proficiency utilizing Microsoft Office (Word, Excel, Outlook)
  • 2-3 years of experience in the investment space
  • Bachelor's Degree in Finance, Accounting or related area of study
  • Must have professional fluency in either German
  • Bachelor’s degree in Business Administration, Economics, Finance, Accounting or related field with a GPA of 3.3 or above and at least 2-3 years prior consulting experience
2

Associate, Consulting Job Description

Job Description Example
Our growing company is hiring for an associate, consulting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, consulting
  • Assists with preparation of new client agreements and scopes of work to CEB standards
  • Provides support to the secretarial support team when required
  • Manages the team invoicing process
  • Updates the workflow processes for the team
  • Builds professional relationships with client’s and other parties (eg administrators, auditors and other practices) becoming liaison in the absence of the Consultants
  • Develops and continually strengthens pensions and benefits knowledge
  • Contributes to the development of the Consulting capability and collateral of the Consulting Solutions team
  • Effectively manages delivery of work to time, quality and budget
  • Process and tackle any complaints at earliest opportunity with a positive attitude
  • Acts in accordance with any statutory/professional/CEB guidelines including (but not limited to)
Qualifications for associate, consulting
  • Driven, prideful of and cares about their work and excellent/honest communicator
  • Proficiency in finance and accounting concepts, financial modeling are essential for success in this position
  • Strong communication skills, both verbally and orally
  • Financial services/compliance experience (for example gained within Asset Management, Banking, Brokers, Investment Banks)
  • Driven and motivated individual
  • Strong technical writing and reporting skills
3

Associate, Consulting Job Description

Job Description Example
Our company is growing rapidly and is looking for an associate, consulting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, consulting
  • Increase awareness of methods to support organizational change
  • Manage online communities and/or Sharepoint based tools, using social networking to enhance a working community
  • Advance an understanding of group dynamics within working communities
  • Develop project and portfolio management competencies
  • Foster collaboration and innovation
  • Strengthen communication and interpersonal skills
  • Help build the community of practice for continuous improvement practitioners – including the knowledge base, best practices, lessons learned, tools and methods and learning events
  • Assist in the planning and facilitation of community learning events and activities
  • Ensure the community of practice content is maintained as interesting, fresh, relevant, up-to-date and easily accessible
  • Help assess the health of the community and evaluate its contributions to members and the organization
Qualifications for associate, consulting
  • Thorough understanding of Consulting Group products and services including separately managed accounts, portfolio management accounts, discretionary vs
  • 3-5 years of experience within the broader financial services industry, prior distribution or client servicing experience a plus
  • Accredited school
  • Comfortable working in a smaller company juggling multiple tasks
  • Experienced in Microsoft office, specifically PowerPoint, Word and Excel
  • Background in financial services and an interest in / awareness of current issues facing the industry
4

Associate, Consulting Job Description

Job Description Example
Our growing company is looking for an associate, consulting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, consulting
  • Help identify clients’ needs and develop future plans
  • Mentor and guide junior consultants, developing their professional proficiency and ensuring that they meet their performance goals to successfully grow their career
  • Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports
  • Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning
  • Support and manage all aspects of projects, including facilitating data and requirements gathering, conducting data analysis and research, presenting recommendations in presentations and reports that are submitted to our clients
  • Develop recommendations for the client in the context of the overall engagement and implementing the identified opportunities directly alongside client senior management
  • Guide, train and mentor junior team members in all facets of client execution and project management
  • Provide service excellence by identifying key business issues, determining client needs, evaluating and validating analysis
  • Work directly with client management and government regulators on a routine basis on status as it pertains to engagement progression
  • Conduct research to assist with the development of clinical summary technical documents required for federal
Qualifications for associate, consulting
  • Marketing/investment background
  • A second language would be desirable
  • Minimum 2.1 degree from a top 30 ranked university in a related degree such as economics, business studies, maths
  • Strong background in Excel required
  • Previous banking industry knowledge is not a must
  • Fluency in spoken and written English is required and Cantonese and Mandarin would be beneficial
5

Associate, Consulting Job Description

Job Description Example
Our company is hiring for an associate, consulting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, consulting
  • Collaborate with sales management to improve awareness of the value of selling services
  • Use a solutions selling approach to optimize results and ensure consistency
  • Collaborate with the central services resourcing team for resource allocation and management
  • Mentor consultants to ensure the Consulting Services team is highly motivated, committed, and trained in the necessary technologies and skills
  • Control and ensure compliance with the financial indicators of the practice of consulting like booking, revenue, and margin
  • Assist the Sales team to articulate and propose the best suitable project strategy for our customer to achieve our customer business requirements
  • Establish communication and successful relationships with customer high level management (CIO, CTO)
  • Lead and manage multiple, simultaneous consulting engagements with clients on business operations and performance improvement initiatives
  • Develop new insights and understanding of business performance based on data and statistical methods
  • Lead high performance teams to deliver quality analysis, thought capital, and clear data driven recommendations bounded by options and risk scenarios
Qualifications for associate, consulting
  • Security and derivative instrument valuation, especially relating to asset liability management, liquidity risk management, funding, collateral management and cash and capital management
  • Technical skills in global cash and liquidity management, financial risk management, working capital management and corporate finance
  • Responsible for identifying and pitching solutions to grow business within existing client base for new clients
  • Manage the day to day relationship with clients grow and strengthen relationship with senior stakeholders
  • Be involved in client strategic plans and help them answer both strategic and tactical business questions in the retail analytics domain
  • Delivering actionable recommendations to clients

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