Remote Investment Management Consultant Jobs
Remote investment management consultant jobs are open across the U.S. at remote-first firms and distributed financial services teams, with active demand in wealth management, institutional investing, and fintech. Employers hiring remotely right now include Fidelity Investments, Cutter Associates, and BlackRock. See the openings below and apply to the ones that match your experience.
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Showing 5 of 20+ Remote Investment Management Consultant jobs
You desire impactful work.
You’re RGA ready
RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.
A Brief Overview
Maintain and enhance data integrity by supporting existing validations and adding additional data validations around key data points like security master, trade, and yield data. Support daily operations and new transaction implementations as well as automation and data integrity projects. Support and recommend enhancements to current processes and develop new processes to improve the team's overall efficiency.
What you will do
- Build and leverage knowledge of RGA’s portfolio and data structures to add and enhance data validations that improve controls and overall data quality for Investments department, ensuring that data validations are documented.
- Support development of implementation of data analytics tools, which could include support of the transition from legacy databases to new investment data warehouse
- Support daily functions of the team including responding to moderately complex data inquiries, evaluating root cause of issues, and recommending course of action for resolution.
- Enhance end-to-end processes related to data to reduce manual effort and identify opportunities in daily processing to reduce human effort
- Assist in developing and maintaining the group’s policies and procedures
- Support new transaction implementation processing
- Develop and maintain strong working relationships with Investments’ front, middle, and back office as well as with RGA corporate partners (i.e., IT, Accounting, Structured Finance, etc)
- Assist in special projects, committees, and meetings as required
- Perform other duties as assigned
Qualifications
- Bachelor’s Degree in Arts/Sciences (BA/BS) in Economics, Finance, Mathematics, or related field, AND 5+ years of relevant work experience required or
- Master’s degree in Arts/Sciences (MA/MS) or MBA AND 3+ years of relevant work experience required
- Experience in the optimal use of provided data resources including Bloomberg and Blackrock Aladdin required
- Experience working with external portfolio managers preferred
- Experience working with IT on enhancing or implementing new data structures/flows preferred
- Exceptional investigative, analytical, and problem-solving skills required
- Strong ability to work well in an environment with multiple concurrent projects, cyclical workflow and demanding time frames required
- Ability to adapt to changing circumstances while managing multiple concurrent deadlines required
- Strong oral and written communication skills, demonstrating the ability to convey business terminology that is meaningful and well received required
- Ability to interact with individuals across a wide variety of operational, functional, and technical disciplines required
- Ability to initiate, think outside the box, execute, and bring ideas to fruition required
- Ability to work well individually with little supervision as well as within a team required
- Intermediate technological skills (i.e., Excel, Power BI, SQL, Snowflake, Python) required
- Understanding of fixed income investing required
- Strong knowledge of portfolio and fixed income analytics preferred
- Advanced technological skills (i.e., Power BI, SQL, Snowflake, Python) preferred
- CFA designation preferred
#LI-MB1
#remote
What you can expect from RGA:
Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
Join the bright and creative minds of RGA, and experience vast, endless career potential.
We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.
Compensation Range:
$89,310.00 - $134,870.00 AnnualBase pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits.
RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.
You desire impactful work.
You’re RGA ready
RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.
A Brief Overview
Maintain and enhance data integrity by supporting existing validations and adding additional data validations around key data points like security master, trade, and yield data. Support daily operations and new transaction implementations as well as automation and data integrity projects. Support and recommend enhancements to current processes and develop new processes to improve the team's overall efficiency.
What you will do
- Build and leverage knowledge of RGA’s portfolio and data structures to add and enhance data validations that improve controls and overall data quality for Investments department, ensuring that data validations are documented.
- Support development of implementation of data analytics tools, which could include support of the transition from legacy databases to new investment data warehouse
- Support daily functions of the team including responding to moderately complex data inquiries, evaluating root cause of issues, and recommending course of action for resolution.
- Enhance end-to-end processes related to data to reduce manual effort and identify opportunities in daily processing to reduce human effort
- Assist in developing and maintaining the group’s policies and procedures
- Support new transaction implementation processing
- Develop and maintain strong working relationships with Investments’ front, middle, and back office as well as with RGA corporate partners (i.e., IT, Accounting, Structured Finance, etc)
- Assist in special projects, committees, and meetings as required
- Perform other duties as assigned
Qualifications
- Bachelor’s Degree in Arts/Sciences (BA/BS) in Economics, Finance, Mathematics, or related field, AND 5+ years of relevant work experience required or
- Master’s degree in Arts/Sciences (MA/MS) or MBA AND 3+ years of relevant work experience required
- Experience in the optimal use of provided data resources including Bloomberg and Blackrock Aladdin required
- Experience working with external portfolio managers preferred
- Experience working with IT on enhancing or implementing new data structures/flows preferred
- Exceptional investigative, analytical, and problem-solving skills required
- Strong ability to work well in an environment with multiple concurrent projects, cyclical workflow and demanding time frames required
- Ability to adapt to changing circumstances while managing multiple concurrent deadlines required
- Strong oral and written communication skills, demonstrating the ability to convey business terminology that is meaningful and well received required
- Ability to interact with individuals across a wide variety of operational, functional, and technical disciplines required
- Ability to initiate, think outside the box, execute, and bring ideas to fruition required
- Ability to work well individually with little supervision as well as within a team required
- Intermediate technological skills (i.e., Excel, Power BI, SQL, Snowflake, Python) required
- Understanding of fixed income investing required
- Strong knowledge of portfolio and fixed income analytics preferred
- Advanced technological skills (i.e., Power BI, SQL, Snowflake, Python) preferred
- CFA designation preferred
#LI-MB1
#remote
What you can expect from RGA:
Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
Join the bright and creative minds of RGA, and experience vast, endless career potential.
We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.
Compensation Range:
$89,310.00 - $134,870.00 AnnualBase pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits.
RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.
See All 20 Remote Investment Management Consultant Jobs
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Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in remote investment management consultant jobs.
- Bachelor's degree in finance, economics, or a related field required
- CFA, CFP, or Series 65/66 license frequently required or preferred
- Three to five years of experience in investment advisory or portfolio management
- Proficiency in financial planning software and portfolio analytics platforms
- Demonstrated ability to build and retain a client book of business
- Strong knowledge of asset allocation, risk management, and fiduciary standards
Tips for Your Remote Investment Management Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment management consultant openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through listings that aren't actually remote.
Show your ability to work without supervision
Remote employers in this field want evidence you can manage client deliverables and investment analysis independently. Build a portfolio of work samples, case studies, or model outputs you completed without day-to-day direction, and reference them in your application materials.
Strengthen your written client communication skills
Remote investment management consultants communicate complex recommendations through written memos, slide decks, and email rather than in-person meetings. Practice writing clear, concise investment summaries and get comfortable translating data into recommendations that clients can act on without a follow-up call.
Get fluent in the tools remote teams use
Remote financial teams rely on platforms like Orion, Morningstar Office, Riskalyze, and cloud-based portfolio analytics tools. Demonstrating hands-on proficiency with these in your resume or during interviews signals that you can contribute from day one without an in-office onboarding period.
Remote Investment Management Consultant Jobs: Frequently Asked Questions
How do I get a remote investment management consultant job?
Target remote-first financial advisory firms, independent asset managers, and distributed fintech teams, since these employers are most likely to hire investment management consultants without requiring on-site presence. Remote employers screen heavily for self-direction, structured written communication, and the ability to deliver client-ready analysis asynchronously. Candidates who highlight CFA or CIMA credentials, documented portfolio outcomes, and experience using digital collaboration tools gain a clear edge over generalist applicants.
Which companies hire remote investment management consultants?
Remote investment management consultant roles are posted by Fidelity Investments, Cutter Associates, and BlackRock and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first registered investment advisers, distributed wealth management practices, and fintech platforms that serve institutional and high-net-worth clients without centralized offices.
Can you get a remote investment management consultant job with no experience?
Yes, but remote entry-level investment management consultant roles are harder to land because employers expect you to work independently from day one with minimal supervision. Smaller remote-first advisory firms and fintech startups are more open to early-career candidates. You can strengthen your case by showing completed financial modeling projects, a CFA Level I or relevant certification, or any analytical work that demonstrates you can produce results without hands-on oversight.
Do you need a degree for remote investment management consultant jobs?
Not always, though most remote employers in this field prefer a bachelor's degree in finance, economics, or a related field as a baseline. Remote hiring managers weigh demonstrated analytical output, professional certifications like the CFA or CFP, and verifiable client or portfolio results heavily alongside academic credentials. Candidates who can show concrete outcomes through project work or prior roles can compete effectively even without a traditional four-year degree.
Which industries hire the most remote investment management consultants?
Remote investment management consultant roles concentrate in Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors hire investment management consultants remotely because their client relationships, research workflows, and reporting processes translate well to distributed team structures.
See All 20 Remote Investment Management Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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