Independent Consultant (Wholesale) – Nordics

This position will suit a highly experienced and self-motivated individual who possesses a strong understanding of asset management in the Nordics. This is a rare opportunity to be involved in a progressive consulting engagement in asset management on a flexible working basis.

Company Overview

NMG’s Global Insights team specialise in delivering proprietary studies that provide intellectual property to help clients better understand the external market, drivers of success and their competitive positioning. Many of these studies are based on structured executive style interviews with key decision makers within institutional and retail segments.

Our clients are primarily large and/or global asset managers, insurers, and reinsurers. Our combined capabilities deliver an unparalleled depth of insight to support strategic decision-making capabilities at all levels.

Summary Statement

The Study
NMG conducts an annual Global Asset Management Study (now in its 8th cycle), across 15 countries in North America, EMEA, and Asia Pacific. The study focuses on investment preferences, placement factors, and the views of asset managers. As an example, please click here to view the latest interactive report which highlights asset allocation patterns and global and regional manager rankings for institutional and retail investors from the 2021 study.

Each year we continue to expand the scope of our Global Asset Management Study, and for the 2022 Study we will be expanding to the Nordics (Denmark, Finland, Norway, Sweden, and Iceland).

The Opportunity
We now have a part-time opportunity for an Independent Consultant to work with NMG on expanding our Global Asset Management Study to the Nordics. This program requires executive-style interviews to be undertaken with key decision makers who are involved in investment strategy and fund selection. The interview cycle is during September to December and potentially on an annual basis thereafter. This position will suit a highly experienced and self-motivated individual who possesses a strong understanding of asset management in the Nordics. This is a rare opportunity to be involved in a progressive consulting engagement in asset management on a flexible working basis.

It is envisioned that this role will be performed on a contract basis, over several days per week for a period of 3-4 months, with the potential to contribute on an annual basis.

Role

Independent Consultant (Wholesale)

Location:

Nordics

Key Responsibilities

  • Conduct 10 or more interviews with decision makers who influence investment decisions, including fund manager liaison and selection, in wholesale asset management in the Nordics (e.g. retail or private banks, discretionary asset managers, life insurers, fund platforms, fund research houses, multi-managers and independent financial advisers)

  • Utilise your network to identify executives appropriate to participate in the studyyour network to identify executives appropriate to participate in the study

  • Support NMG’s strategy and insights consulting practice in understanding the key themes and insights from the research study and sharing findings back with participants

Competencies, Qualifications & Experience

  • The successful candidate for this role will most likely be retired or semi-retired but still seeking to remain in contact with the asset management industry

  • 10+ years of experience in the asset management industry with an existing network within the Nordics wholesale/retail asset management industry

  • Ability to form relationships and gauge the thinking of key decision makers; ability to work effectively with a global team of consultants

  • Strong interpersonal and communication skills, both written and verbal

  • Excellent attention to detail and high-quality standards

  • Proven analytical and project management skills

  • Fluency in the local language and English

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