Job Description
Valureon Global empowers individuals and corporates to invest with confidence through disciplined, data-driven strategies. As an Investment Strategy Consultant, you will advise clients on constructing, reviewing and optimising their portfolios across Valureon’s curated investment plans. You will translate client objectives into actionable allocation proposals using our analytics and daily-interest framework to support clear, risk-aware decisions.
Working closely with portfolio management, risk and client-success teams, you will help clients understand trade-offs, scenario outcomes and performance drivers. This role suits professionals who can combine market insight, analytical thinking and client-facing communication in a highly regulated environment.
Requirements
To succeed in this role, you should bring solid investment-advisory experience, strong analytical capabilities and the ability to communicate clearly with different client profiles.
- 3+ years’ experience in investment advisory, portfolio consulting or wealth management.
- Strong understanding of asset classes, diversification and portfolio-construction concepts.
- Advanced Excel and analytics skills; familiarity with portfolio tools or dashboards is an advantage.
- Excellent communication skills and the ability to explain complex topics in clear language.
You will help ensure that every client portfolio is aligned with Valureon’s governance framework and long-term investment philosophy.
Responsibilities
You will be responsible for turning client goals into portfolio strategies and ensuring they remain aligned with our platform, risk limits and reporting standards.
- Assess client goals, risk tolerance and time horizon and propose suitable Valureon investment plans.
- Prepare portfolio allocation proposals, periodic reviews and performance commentaries.
- Collaborate with risk and quant teams to ensure strategies remain within agreed parameters.
- Support marketing and education initiatives with content on investment strategy best practices.