Wealth - Investment Consulting Intern - Boston - College Program 2020
- Boston, MA
Assists the consulting team with administrative tasks, including processing expense reports, managing monthly client invoicing, code population and client marketing information, managing travel arrangements, and managing client subject files and plan documents.
Coordinates the production of documents using available resources.Provides peer review of documents before final production / distribution to ensure quality control of final product.
Produces accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
Collects data needed for quarterly performance reports and analyzes client portfolio performance, including performance of each of the funds within the client's investment options.
Responds to routine queries from clients, investment managers, and other third parties.
Communicates with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.
Contributes to accurate client/project budget management through accurate and prompt time entry.
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