Independent Consultant - Wholesale

SUMMARY STATEMENT

The Study

NMG conducts an annual Global Asset Management Study (now in its 10th cycle), across 17 countries in North America, EMEA, and Asia Pacific. The study focuses on investment preferences, placement factors, and the views of asset managers. As an example, please click https://www.nmg-consulting.com/2022-global-asset-management-study/ to view a previous year’s interactive report which highlights asset allocation patterns and global and regional manager rankings for institutional and retail investors.

In 2022, we expanded the study to the Nordics (Denmark, Finland, Norway, Sweden, and Iceland), conducting in-depth interviews with institutional asset owners, asset consultants and retail fund buyers.

The Opportunity

We now have a part-time opportunity for an Independent Consultant to work with NMG on our Global Asset Management Study in Sweden. This program requires executive-style interviews to be undertaken with key decision makers who are involved in investment strategy and fund selection. The interview cycle is during August to December and potentially on an annual basis thereafter. This position will suit a highly experienced and self-motivated individual who possesses a strong understanding of asset management in Sweden. 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 will see the following achieved:

• Conduct 10 or more interviews with decision makers who influence investment decisions, including fund manager liaison and selection, in wholesale asset management in Sweden (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 consulting practice in understanding the key themes and insights from the research study and sharing findings back 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 would ideally demonstrate these abilities:

• 10+ years of experience in the asset management industry with an existing network within the Sweden 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 isa global advisory and intermediary firm focused exclusively on the financial services sector. Established in 1992, NMG has enjoyed rapid expansion 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 exclusively on the Insurance, Reinsurance, Wealth Management and Asset Management Industries. Our advisory model uniquely integrates Consulting, Insights and Analytics. Located globally, we are a diverse team of talented and experienced individuals, partnering with industry leaders to provide deep and powerful insights and knowledge.

We are constantly evolving and the range of work that we do rapidly challenges and expands our peoples’ knowledge. Our team-based structures encourage participation from all experience levels – everyone is encouraged to contribute, regardless of their role. We advocate hearing different points of view, collaboration and constructive debate.

NMG’s Global Insights team specialise in delivering proprietary studies that provide intellectual property to help clients better understand the external market, drivers of success and their competitive positioning. Many of these 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 an unparalleled depth of insight to support strategic decision-making capabilities at all levels.