Alan Biller and Associates
 
 
 
 
Current Openings

If you are interested in any of our current openings, have the qualifications required and possess a strong work ethic, please submit your resume and cover letter to hr@alanbiller.com.


Senior Investment Consultant

We are seeking a highly motivated Senior Investment Consultant to join our team. Alan Biller and Associates has been growing at 18+ percent per year—all through referrals—and offers one of the lowest consultant-to-client ratios in the business. Our consultants pride themselves on consistently exceeding our clients’ expectations and delivering the best academic thinking tempered with sound judgment.

Responsibilities:

  • Serve as the face of the firm for your clients and the service providers, money managers, and custodian bankers that work with them
  • Act as the key facilitator among all parties involved in any investment-related issue
  • Develop and nurture strong relationships with the trustees, money managers, attorneys, administrators, and other decision makers for each account, and keep them informed about their portfolios and other related issues

Requirements:

  • MBA and CFA designation
  • Minimum of 12 years of related experience
  • Solid interpersonal communication skills
  • Able to write and speak clearly and effectively on technical investment subjects to a nontechnical audience
  • Ability to deliver compelling presentations and comfortable using a laptop in presentations
  • Strong quantitative abilities
  • Proactive and extremely well organized
  • Confident, motivated, and results oriented
  • Bright, energetic, high integrity, and a strong work ethic—must be a team player
  • Capable of leading and maintaining multiple demanding client relationships
  • Solid business acumen; comfortable relating to a wide range of client contacts
  • Ability to travel approximately 40 percent (within the US)
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Senior Performance Analyst

We are seeking an experienced analyst to measure investment performance for our largest, most complicated institutional client portfolios, representing all asset classes, including private equity, hedge funds, real estate, and infrastructure.

Responsibilities:

  • Calculate, analyze, and report performance, attribution, and statistics
  • Reconcile manager return
  • Monitor and reconcile data used within reporting systems
  • Ensure accurate and timely performance measurement and attribution reporting
  • Work internally with other analysts, research, and consultants, and externally with custodian banks, money managers, and administrators
  • Respond to client and manager inquiries
  • Coordinate cash movements
  • Help monitor and review client investment policies

General Requirements:

  • 4+ years performance measurement experience
  • Advanced degree in business, economics, math, or finance
  • CPIM or CFA preferred
  • Demonstrated self-sufficiency and extremely well organized
  • Personable and superb communication skills
  • Strong team member
  • Superior attention to detail
  • Strong work ethic
  • Outstanding client service skills

Technical Requirements:

  • Comprehensive knowledge of performance measurement, GIPS standards, and financial markets
  • Proficiency with statistical methods and capital markets
  • Ability to quickly research and resolve data integrity issues
  • Advanced skills in MS Excel, Mellon Analytics, MPI, and database query tools (MS Access)
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