Investment Consultant Job at Charles Schwab (Charlottesville)

Consultant, Investment Governance

We are looking for a Consultant to join our Investment Governance Team. The purp...

Location

Australia , Melbourne

Salary:

Not provided

Frontier Advisors

Expiration Date

Until further notice

Requirements

Experience working with policy of APRA and ASIC
Relevant experience within compliance and or governance
A sound, working knowledge of current, relevant investment governance legislation and compliance requirements
Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
Excellent verbal and written communication skills and an ability to communicate at all levels

Job Responsibility

Actively participate in thought leadership and the research process, including the preparation of due diligence documents, report writing and marketing materials relating to investment governance
Lead matters relating to investment governance with client teams at both large complex superannuation clients and boutique clients such as family offices, charities and foundations
Providing high quality and timely consulting advice to clients for investment governance related matters including regulatory and market-related updates
Review (or establish) valuation governance frameworks and providing recommendations, value-adding feedback and assessment relative to regulatory expectations

Senior Consultant

We are looking for a Senior Consultant to join the Frontier Team. As a Senior Co...

Location

Australia , Melbourne

Salary:

Not provided

Frontier Advisors

Expiration Date

Until further notice

Requirements

Strong knowledge of investment management and asset allocation ideally including experience specifically in consulting or providing investment advice
Excellent organisation skills, an ability to work with external clients, consultants and advisers
Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
Relevant experience and relationships across the superannuation and other institutional investment clients
Excellent verbal and written communication skills and an ability to communicate at all levels including, professional presentation to clients and staff
An ability to work with ambiguity within a commercially sensitive environment

Job Responsibility

Client work management and relationships
Undertake client work and build and consolidate client relationships
Investment or thematic research
Actively participate in Frontier’s investment research program, broaden investment knowledge to expand intellectual capital and add value to clients’ portfolios

Principal Consultant

We are looking for a Principal Consultant to join our team. As a Principal Consu...

Location

Australia , Melbourne

Salary:

Not provided

Frontier Advisors

Expiration Date

Until further notice

Requirements

Relevant advisory or consulting experience within investment consulting or a closely related field
Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
Excellent verbal and written communication skills and an ability to communicate at all levels
Excellent organisation skills, an ability to work autonomously, set priorities and work to deadlines
Strong MS Word, MS Excel and MS PowerPoint skills, with a particular emphasis on strong Excel skills
Proven experience working in a commercially sensitive environment

Job Responsibility

Client work management and relationships, specifically those clients for whom you are directly responsible
Manager research and investment research
Undertake client work and build and consolidate client relationships
Maintaining awareness at all times of the clients for which you are directly responsible and to which you have been allocated
Taking responsibility for those relationships and for guiding less experienced staff who work with you on those client teams
Contributing effectively to the development and maintenance of client relationships by identifying and employing strategies to secure and/or enhance such relationships
Showing initiative and raising issues with clients’ portfolios with the client team as you identify them
Providing high quality and timely advice to clients and becoming valued by the client
Demonstrating initiative and pro-activity towards clients and service delivery
Ensuring that all work is subject to Frontier’s quality assurance processes

Fulltime

Investments & Corporate Strategy

Fever is looking for profiles passionate about technology and the use of data an...

Location

Spain , Madrid

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

STEM Background, with high achievement results
English and Spanish fluent
Outstanding analytical skills, good business sense, and strategic mindset
Strong critical thinking, attention to detail, proactiveness, and self-motivation
Strong communication skills and relationship management
Previous experience in investment banking or consulting is a plus
1-6 years of previous working experience, responsibilities assigned accordingly during the selection process

Job Responsibility

Source & Analyse New Investment Opportunities
Assists in analyzing the business and financial viability of investments and projects
Evaluate the strategic interest and priorities of projects
Assesses the risks inherent in new initiatives
Communicates with founders, management teams, partners, and other stakeholders
Performs external market research and development expertise in the international entertainment industry
Provides input to define the optimum deal structure
Leads predictive modeling work and predictive analytics
Analyzes and optimizes key levers of profitability
Creates, executes, and maintains forecasting models

What we offer

Attractive compensation package
Health insurance and other benefits
Opportunity to have a real impact
40% discount on all Fever events and experiences
Work in a location in the heart of Madrid
Home office friendly
Responsibility from day one
Great work environment
English Lessons
Gympass Membership

Fulltime

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you will lead some of Addepar’s complex a...

Location

India , Pune

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
Experience with Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
Exceptional communication skills with the ability to translate technical concepts into business outcomes
Creative problem-solver who operates with ownership and accountability in ambiguous environments
Works effectively across teams and functions to deliver measurable impact
Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
Thrives in a fast-paced environment with evolving priorities and global stakeholders
Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Job Responsibility

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Fulltime

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most comple...

Location

United States , New York

Salary:

112000.00 - 175000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
Exceptional communication skills with the ability to translate technical concepts into business outcomes
Creative problem-solver who operates with ownership and accountability in ambiguous environments
Works effectively across teams and functions to deliver measurable impact
Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
Thrives in a fast-paced environment with evolving priorities and global stakeholders

Job Responsibility

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

What we offer

bonus
equity
benefits

Fulltime

Business Co-Founder

10x Value Partners is the think tank and investment firm established by serial e...

Location

United Kingdom , London

Salary:

Not provided

10x Value Partners GmbH

Expiration Date

Until further notice

Requirements

You have the strong desire to found a company, but you want to get support for finding the right idea and getting the company off the ground
You have an outstanding degree/MBA from a top university
You have gained working experience in a top-tier consulting, investment banking or private equity and/or as a senior manager in a successful, venture-backed technology start-up
You have a proven track record of personal, academic and professional achievements
You can effectively work in an independent, structured and goal-oriented manner
You have a high degree of comfort with analytics, numbers and the capability to draw decisions based on both intuition and data
You are team oriented and ambitious
You are fluent in English

Job Responsibility

Taking co-founder level responsibility for building an innovative tech company
Running the business as a general manager with responsibility for profit, revenue, cash and quality targets
Building, leading and motivating your own energetic and results-oriented team
Identifying opportunities and potentials for improvement in an entrepreneurial manner
Managing relationships with key stakeholders and business partners (internal and external)

What we offer

Opportunity to found a company with guidance and operational support from an experienced entrepreneur and start-up executive
True co-founder upside: The founders of the company hold the vast majority of the company equity
A fast-paced working environment with challenges which let you grow day by day

Fulltime

Senior Strategy Manager

Fever is a leading tech platform for culture and live entertainment, aiming to d...

Location

Argentina , Buenos Aires

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

You have a bachelor's in engineering (civil, industrial, telecommunications, or aeronautics) or a background in maths, statistics, data analytics, or strategy
At least +8 years experience in a business analytics role and proven to have managed teams
A high level of English
Spanish is a plus
Experience working with the North American market is a plus
Experience in strategy consulting, investment banking, and strategy or analytics roles at top tech firms is a significant advantage
Data-driven person who brings numbers to strategic and business decisions
Generate high business impact based on your decisions
Excellent interpersonal skills with a proven ability to manage and influence multiple stakeholders while working effectively across teams, disciplines, and business cases
Understanding any coding language is preferred (SQL, R, Python…)

Job Responsibility

You will lead the Argentina Headquarters and focus on the American markets
You will create and develop a whole team of growth that will support the business in the region
Fully owning the results, evolution, goals, and strategic decisions within a specific business line
Take part in the exponential growth of Fever by taking the lead on global projects that will define the future of the entertainment industry
Enhance the overall company performance across different business departments
Define and establish new strategies to increase performance using analytical, business, and strategic skills
Design end-to-end solutions with daily high impact

What we offer

Have a real impact on the company's growth and evolution
Great work environment with a young, international team of talented people to work with
40% Discount on all events on Fever
Health and life insurance
Possibility of remote working from home

Fulltime

Investment Consultant

Charles Schwab

Location:
United States , Charlottesville

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 13, 2026

Expiration:
February 20, 2026

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Job Posted:
February 13, 2026

Expiration:
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