Location: Remote (Boutique Environment) Experience: 3 Years in Financial Services Category: Wealth Management / Investment Analysis / CRM Focus: Data Accuracy & Client Service Excellence
Company Profile: Peritus Investment Consultancy
Peritus operates as an independent “Family Office” consultant. Unlike retail banks, they provide bespoke wealth guidance to Ultra-High-Net-Worth (UHNW) individuals. Their model relies on extreme transparency, independent performance monitoring, and ensuring that investment institutions are delivering on their promises to the client.
The Role: Relationship & Performance Support
This is a dual-track role. Half of your day is spent as a Data Analyst (validating investment returns), and the other half as a Relationship Support Officer (ensuring the Relationship Managers have everything they need to advise the client).
Key Responsibilities
- Relationship Management Support: Prepare briefing materials, fact sheets, and high-level PowerPoint presentations for client trips.
- Performance Reporting: Collate performance data from various institutions and cross-check it for accuracy. You will be responsible for Fee Analysis and monitoring benchmarks against peer groups.
- KYC & Compliance: Maintain a high-level “Know Your Customer” (KYC) database and ensure all client records are ethically and accurately stored.
- Data Integrity: Ensure that valuation reports from external investment institutions are correctly inputted into the reporting systems without error.
- CRM Enhancement: Actively maintain and improve the CRM database to ensure it reflects the real-time status of the boutique’s portfolio.
Minimum Requirements
- Experience: At least 3 years in Financial Services (Asset Management or Investment Management background is highly preferred).
- Education: Relevant Financial Qualifications (BCom Finance, Investment Management, or similar).
- Technical Literacy: Ability to understand complex investment instruments and portfolio structures.
- Soft Skills: Professional command of English and a pro-active approach to client needs.
The Boutique Wealth Management Mindset
Working in a boutique consultancy is different from working at a major bank. The stakes are higher, and the data must be flawless.
1. Performance vs. Benchmarks
In performance reporting, you aren’t just looking at a number; you are looking at that number relative to the market.
- Interview Tip: Be ready to discuss Alpha (excess return) and Beta (market return). Understanding why a client’s portfolio underperformed or outpaced a peer group is the core of this job.
2. Fee Analysis
Boutique consultants often “audit” the fees charged by big banks.
- Concept: You will be looking for hidden costs or “fee creep” that erodes a client’s wealth over time. This requires an analytical mind and a high attention to detail.
3. The KYC Lifecycle
In the UHNW space, KYC is not just a checkbox; it is about understanding the origin of wealth and complex family trust structures.
Career Advice: Growth in a Remote Boutique
1. Own the CRM
The job post mentions “Maintain and enhance CRM Database.” In a remote boutique, the CRM is the single source of truth. If you can prove that you’ve made the CRM more efficient or the data cleaner, you become the most valuable person in the support chain.
2. Master the “Quarterly Crunch”
Wealth management revolves around the Quarterly Valuation Report. Expect a high-pressure period every three months. To succeed, build automated Excel templates or checklists now to ensure your data collation is faster and more accurate than anyone else’s.
3. Remote Communication is Performance
Because this is remote, your “Performance” is measured by your responsiveness. Being “sensitive to client needs” means anticipating the Relationship Manager’s questions before they ask them.
Technical Interview Prep: Possible Questions
- “How would you explain a 2% drop in portfolio value during a quarter where the benchmark only dropped 1%?”
- Tip: Talk about Asset Allocation. Perhaps the portfolio was over-weighted in a specific sector that crashed, or there were high transaction fees that weren’t accounted for.
- “A valuation report from a bank seems to have an error in the closing balance. What is your process?”
- Tip: Mention verification against the previous quarter’s opening balance and cross-referencing with transaction statements before escalating to the institution.