Independent Consultant

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NMG conducts an annual Global Asset Management Study (now in its 11th cycle), across 19 countries in North America, EMEA, and Asia Pacific. The study focuses on investment preferences, placement factors, and the views of asset managers. A previous year’s interactive report highlights asset allocation patterns and rankings for institutional and retail investors.

The Opportunity

We now have a part-time opportunity for an Independent Consultant to work with NMG on our Global Asset Management Study in Brazil. This program requires executive-style interviews with key decision makers who are involved in investment strategy and fund selection. The interview cycle runs during August to December and may occur annually thereafter. This position suits a highly experienced and self-motivated individual with a strong understanding of asset management in Brazil. This is a rare opportunity to be involved in a progressive consulting engagement in asset management on a flexible working basis.

KEY RESPONSIBILITIES

Success in this role includes:

• Conduct 10 or more interviews with decision makers who influence investment decisions, including fund manager liaison and selection, in wholesale asset management in Brazil (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 study
• Support NMG’s strategy and insights practice by understanding key themes and insights from the research study and sharing findings with participants

YOUR 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. They should ideally demonstrate these abilities:

• 10+ years of experience in the asset management industry with an existing network within the Brazil wholesale/retail asset management industry
• Ability to form relationships and gauge the thinking of key decision makers
• Strong interpersonal and communication skills, both written and verbal
• Ability to work effectively with a global team of consultants
• Excellent attention to detail and high-quality standards
• Fluency in the local language and English

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

ABOUT NMG

The NMG Group is a global advisory and intermediary firm focused exclusively on the financial services sector. Established in 1992, NMG has grown internationally and now has over 800 employees in 18 cities worldwide. Our guiding principle is to always ‘Find a Better Way’.

At NMG Consulting , we focus on the Insurance, Reinsurance, Wealth Management and Asset Management industries. Our advisory model integrates Consulting, Insights and Analytics. Located globally, we are a diverse team of experienced individuals, partnering with industry leaders to provide deep and powerful insights and knowledge.

We are evolving continuously; our work challenges and expands our people’s knowledge. Our team-based structures encourage participation from all experience levels and foster hearing different points of view, collaboration and constructive debate.

NMG’s Global Insights team specializes in delivering proprietary studies that provide intellectual property to help clients understand the external market, drivers of success, and competitive positioning. Many 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 deep insights to support strategic decision-making at all levels.