About Canterbury Consulting

About Canterbury Consulting
Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt - public and private foundations, endowments and pension plans - and taxable - corporate plans and high net worth and ultra-high net worth individuals and families - and invest in both traditional assets such as public equities and bonds and alternative assets such as private capital, hedge funds and real assets (commodities, real estate, etc.). Canterbury customizes each client’s portfolio based on his or her needs, wants, risk preferences and liquidity requirements. The average tenure of Canterbury's clients is 16+ years.
Canterbury Consulting was named Fastest Growing RIA Firms by Forbes, Best Places to Work by the Orange County Business Journal in 2020, 2021 and 2022 and Best Places to Work in Money Management by Pensions & Investments in 202, 2021 and 2022.
When you join Canterbury as an Investment Analyst, you will be exposed to all aspects of the institutional investment industry. You will have a direct impact on the investment success of foundations, endowments, and families through your work on asset allocation, manager selection, investment analytics, performance reporting, and investment execution. On every task, you will look at decisions from the investor’s perspective. You will refine your ability to ask the right questions, and then use quantitative and qualitative frameworks to develop solutions for our clients. Starting on your first day at Canterbury Consulting, you will be an integral part of the process in helping clients achieve investment success.
The Investment Analyst position at Canterbury is a challenging and rewarding role for the right individual. Our most successful Investment Analysts demonstrate these characteristics:

• Intellectual curiosity and a strong interest in the financial markets
• An extremely high level of attention to detail and quality
• The ability to multi-task, balance competing priorities, and meet deadlines
• Excellent written and verbal communication skills and the desire to communicate frequently to achieve desired results
• Strong analytical ability combined with excellent implementation skills
• Completion of a four-year degree in Finance or related field.

Responsibilities

The primary responsibilities of Investment Analysts are to...
...collaborate with consulting associates and senior investment consultants on the production of client deliverables such as performance reports, asset allocation studies, investment manager searches, and portfolio analyses.

...act as one of the primary points of contact for client staff members and ensure that client requests are delivered in a timely and accurate manner.
At Canterbury, we expect our Investment Analysts to learn at a fast pace in a demanding environment, and to take advantage of the many opportunities to grow professionally. In addition to your hands-on daily work, you will have the opportunity to pursue the CFA Charter, join in internal investment committee and investment manager due diligence meetings as well as attend formal training sessions designed to bolster your knowledge of the investment landscape.
Investment Analysts who perform well and show outstanding promise can be promoted to Senior Investment Analyst. As a Senior Investment Analyst, you will take on greater responsibility in the mentoring and training of new Investment Analysts while continuing to directly impact client success.
Benefits:

• Benefits package includes: medical, dental, life, disability and vision insurance; 401k program with a company match; profit sharing plan, CFA and other professional certifications sponsorship; 11 paid holidays and 17 days of paid time off the first year of employment and flexible schedule options.

Salary range: $64,000 - $72,000 plus bonus
As an equal opportunity employer, Canterbury Consulting is committed to a diverse workforce.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift

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