Watershed Investment Consultants Work Values

Daily Duties at Watershed Investment Consultants:

Track client performance and reconcile client accounts. Prepare manager search reports and client quarterly performance reports. Maintain list of research qualified managers, tracking performance and characteristics to be used in the client recommendation process. Conduct investment manager research through data collection and conference calls with portfolio managers. Prepare quantitative analysis of investment managers for presentation to senior consultants. Regularly use, MS Access and Excel, eVestment Alliance, Wilshire Analytics, Style Research and Principia.

What they like about Watershed Investment Consultants:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Investment Analyst, Wealth Management, Investment Banking, Budget Analyst, Hedge Fund, CFA, MSF

Skills

Time Management, Detail Oriented, Financial Forecasting, Budgeting, Forecasting, Variance Analysis, Account Analysis, Reconciliation, Financial Accounting, Statistical, Report Writing, SOX Compliance, P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Watershed Investment Consultants: