Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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Investment consulting is a bit broad - are you able to provide specifics around a particular investment type or role? I worked in the industry for a couple years and it's an interesting field, kind of like an animal between investments & management consulting. Specific skills that will be helpful will vary depending on the asset classes or clients you cover, but will generally include things like:
- A solid high-level understanding of the investment landscape
- Portfolio analysis and attribution
- External communication skills (to engage with clients, investment managers, etc.)

CFA should provide helpful context for this type of role. Good luck and feel free to DM me for additional info!

I was told that they are working with institutional clients, about asset classes I don't know anything yet.

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