Advisory Consultant Job Description
Advisory consultant
provides exceptional audit and advisory services of the highest standard to a variety of clients in the financial services industry.
Advisory Consultant Duties & Responsibilities
To write an effective advisory consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Evaluate client investment management environments and recommend global best practices
Work within project team environment
Assist in/develop project plans/preparation of project plan tasks
Assist with reconciliation and research
Prepare end user documentation
Participating in the valuation of movable property, real estate and intangible assets, applying the income, cost and market approaches
Participating in corporate finance consulting projects
Performing valuation analysis, applying the income and market approaches
Managing their own workload and clients
Delivering technically detailed reports around PPP and Project Finance transactions across Social and Economic Infrastructure Projects
Advisory Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Advisory Consultant
List any licenses or certifications required by the position: SHRM, SCP, CP, HRCI, SPHR, PHR, HCM, CFA, MBB, BB
Education for Advisory Consultant
Typically a job would require a certain level of education.
Employers hiring for the advisory consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Finance, Computer Science, Accounting, Engineering, Business/Administration, Management, MBA, Information Systems, Economics
Skills for Advisory Consultant
Desired skills for advisory consultant include:
Industry IT trends
AWS Services – especially higher level services that are the focus of customer innovation
Related disciplines in the organization
Advisory/fee-based platforms
Trends in the field
Secure Networking
Utilities
VSAN
Vmware ESXi
Chemical
Desired experience for advisory consultant includes:
Ability to work under tight time constraints with all levels of internal staff, outside clients and vendors
Pitney Bowes (APS, FPS, MPS, MSE)
Ricoh IP5000 color printer
HP IJ20 color printer
Oce Monochrome printer
A+ Computer Certification
Advisory Consultant Examples
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Advisory Consultant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisory consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory consultant
- To support the Transaction business in commercial and financial analysis, benchmarking, market intelligence and research, including support to procurement, bids and due diligence assignments, PPPs and concessions, asset valuations and commercial negotiations
- Training will be provided to support the development of the Consultant in such fields as required
- To build spreadsheet models in Microsoft Excel and prepare other analyses for internal and client uses
- To prepare reports, proposals and presentations in Microsoft Word and PowerPoint for internal and client uses
- To actively expand Transport Advisory’s network and assist in developing new business opportunities
- To create and maintain reporting processes and systems to ensure line manager is kept fully up to date with work progress
- To comply with the Data Protection Act and adhere to Transport Advisory’s intellectual property and confidentiality regulations
- To work closely with other staff members in the development and delivery of assignments and conformance with agreed processes
- Support special projects within the network practice and related service line routine and ad hoc reporting requirements
- You’ll be the face of the company for your customers – their go-to person who delivers on the promise of MarketShare
Qualifications for advisory consultant
- Bachelor's (or higher) degree in Finance, Business Administration, Accounting, Economics, Quantitative Finance or related field (willing to accept foreign education equivalent)
- Two years of experience performing quantitative credit risk modeling
- Two years of experience designing and implementing IAM solutions using SailPoint
- Bachelor's (or higher) degree in mathematics, computer science, engineering, information systems, finance, accounting, business administration, or related field (willing to accept foreign education equivalent)
- Two years of SAP and GRC experience
- Bachelor's degree (or higher) in Computer Science, Information Systems Technology, Math, Computer and Information Technology, Decision Sciences, Risk Management or related field (willing to accept foreign education equivalent)
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Advisory Consultant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of advisory consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory consultant
- You’ll partner with MarketShare’s modeling team and other strategists to identify new insights, and translate findings into insights and stories that create ‘ah ha’ moments for customers
- You’ll be the bridge between the builders of sophisticated quant models and people who run screaming from numbers
- You’ll translate our analytics into the stakeholder’s native language and tell stories to make complex things simple to understand and translate into measurable actions
- You’ll ensure that customers get the full benefit of MarketShare’s software and accompanying strategic advice
- You will continually improve processes and achieve greater quality, consistency, profitability, customer satisfaction, and efficiency, getting new customers up to speed with MarketShare’s software faster
- You’ll also keep an eye out for opportunities to expand our work with customers for mutual benefit
- Research industries, specific companies, and market data
- Analyze companies from a financial, operational, andindustry perspective
- Build complex financial forecasting models utilizingMicrosoft Excel
- Write information memoranda, reports and presentations
Qualifications for advisory consultant
- Western higher education in Accounting, Finance or Economics
- 3-6 years of work experience in Business Valuation (Big Four preferred)
- Understanding of key debt/equity product types, requirements
- Understanding of all stages of equity/debt fundraising/M&A – origination, structuring
- Practical experience in spread sheet modeling, report writing and the preparation of electronic presentations using MS Applications
- Availability to work overtime and ability to meet tough deadlines
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Advisory Consultant Job Description
Job Description Example
Our company is growing rapidly and is hiring for an advisory consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory consultant
- Participate in pre-sales, project cost estimating and proposal generation/presentation activities
- Technical responsibilities include familiarity with SOAP and Restful APIs, problem identification, strategy development, implementation, solution deployment, and client training
- Performs day-to-day activities in support of forensic and litigation consulting projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement
- Performs technical, industry, and company research utilizing online tools and publicly available information, develops work plans and executes analyses to assess complex questions of fact, assists in preparing reports and schedules summarizing findings that will be delivered to clients and other parties
- Write information memoranda, reports and prepare presentations
- Leads project quality assurance activities, including technical QA reviews
- May manage or function as technical lead on small to medium projects or workstreams of larger, more complex projects
- Prepares and distributes weekly reports detailing policy violations to consolidated salesforce
- Ensures adherence to program guidelines
- Responds to complex questions from management, clients, sales representatives, and firm personnel regarding program guidelines and administrative procedures
Qualifications for advisory consultant
- To fulfill this role the ideal candidate would have relevant advisory experience in the transport (or another related) sector
- Excellence in written, analytical and visual deliverables
- Commercial awareness including opportunities for business development
- Proven experience in the delivery of client assignments, including client-facing roles, and wish to begin developing a professional network in the transport sector or transaction space, which will be encouraged
- A degree in a relevant discipline plus related experience, or 3-5 years related experience and/or training
- Eight - Ten years or more experience with retirement plans
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Advisory Consultant Job Description
Job Description Example
Our company is hiring for an advisory consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for advisory consultant
- Stays abreast of changes in the program and shares knowledge with the field and the department
- Assists with reviews and completes complex projects as assigned
- Work with minimal supervision and oversight provided by the Manager of the EP PS BizDev and Solutions Consulting team and PS senior leadership
- Contribute to the growth of the EPM and Advisory business by mentoring junior and mid-level staff, participating in practice strategic planning activities, and providing leadership
- Lead client engagements and workshops, and demonstrate market analysis and optimization solutions to clients for business and relationship development
- Provide primary expertise and support for sales and marketing activities including delivering of webcasts, material, thought leadership, client and conference presentations
- Direct the development of data products, including dataset for market modelling tools and also develop and maintain rigorous processes for data quality assurance
- Develop best practices, routines and innovative solutions to improve production efficiency and quality of the Reference Cases and deliverables
- Economic and market research and analysis
- Collaborate with sales account managers in strategic and tactical planning activities to penetrate within the AspenTech markets
Qualifications for advisory consultant
- Familiarity of the financial services industry and practice
- Experienced in analysis/comparison of costs, service platforms, and investment options relating to retirement plans
- Strategic analytical abilities
- Work independently in a collaborative setting
- Experience executing audit readiness activities in the DOD space, in accordance with FIAR
- Activities include updating business process narratives and flow charts creating, executing and testing corrective actions plans
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Advisory Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for an advisory consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory consultant
- Work with Account Executives in a sales support capacity to help close new Advisory Services deals with brands and media and advertising agencies against stated sales goals
- Assists with the development of responses to RFPs, RFIs, RFQs, and proposals
- Understands how industry trends, product announcements and advances in technology may impact the customer from becoming obsolete and assesses potential opportunities
- May participate in delivery of systems, products, applications and policies by writing and executing complex text cases and PMO documentation under direction
- Keeps project managers informed of activities, alerting on any issues promptly and seeking assistance when required
- May participate as junior technical resource in pre-sales qualification and delivery of technical design, strategies and plans
- May train customer personnel on less complex solutions
- Audits conducted within specified timeframes
- Remedial Action undertaken as specified
- Breaches are reported and action undertaken as per guidelines
Qualifications for advisory consultant
- University or College degree, preferably in Finance
- 0-2 years of experience preferably with an investment bank,a Big 4 firm or in strategic business development or a Controlling positionwith a reputable firm
- Work with internal stakeholders and develop roll out strategy for new product/ feature
- 5+ years of experience in client-facing business analysis, solutioning and technical project management for the implementation, design and delivery of packaged business applications in financial services, ERP or CRM (SaaS experience)
- Ystein Langerak, Managing Director Communications, Media & Technology (CMT) Norway· Pål Mosbergvik, Technology Consulting Senior Manager, CMT Norway· Cecilie Soma, Senior Manager, CMT Norway· Ole Thomas Helgesen, Technology Consulting Manager, CMT Norway· Fay Charlotte Pedersen, Technology Consulting Manager, CMT Norway
- Presentation skills with a high degree of comfort with technical, architectural and management audiences